TAXATION

Taxation is an important component in estate planning, and we routinely advise clients on issues relating to transfer taxes such as gift taxes, estate taxes and generation skipping transfer taxes.  Income taxation of capital gains can also be a key factor.  In addition, charitable planning requires considering income and transfer taxes in order to achieve planning goals. We prepare and file tax returns including gift and estate tax returns, as well as fiduciary income tax returns for trusts and estates.