Estate Planning Services

We help our clients maximize wealth transfers and minimize estate and gift taxes by designing strategies, from the simple to the sophisticated, and overseeing implementation of strategies adopted.

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Guide to Electing Out of the 2010 Estate Tax

Announcing the publication of our new book, Guide to Electing Out of the 2010 Estate Tax (And Into Modified Carryover Basis)

This Guide will help attorneys, accountants, executors of estates and trustees understand what rules could apply to 2010 estates, how to apply them, get ahead of critical deadlines, and assess the 2010 decision.

Click here for more information and to purchase.

Download the free Supplement Number 1 to the Guide here.

Download the free Supplement Number 2 to the Guide here.

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