Our estate and trust professionals work with individuals and business owners and focus on wealth transfer and asset protection plans. In doing so, our goal is to minimize income, estate, gift, and generation-skipping taxes. We work to individualize your estate plan to meet your goals. Our team members have years of experience working in estate and trust planning. The following are some areas in which we can help your estate planning needs:

	Individual retirement account planning to maximize assets and minimize income tax
	Educating clients to make decisions pertaining to their existing estate plans
	Solving IRS disputes
	Creation of trusts to prevent Florida intangible taxation
	Creating entities as family limited partnerships and limited liability companies to maximize gifting options and provide asset protection
	Maximizing the benefits of charitable gifting by creating private foundations and charitable lead trusts or charitable remainder trusts
	Trust and gift tax returns

Charitable and Tax Exempt Organizations
Condominium/Homeowners Associations
Corporate Acquisition and Sales
Entrepreneurial Services
Estate Planning
International Taxation (Inbound Transactions)
Professional Service Firms
Real Estate Development