Tax Returns

Tax Return Preparation Attorney

We have experience in the preparation of state succession tax and federal estate tax returns in a manner to take advantage of lifetime tax planning to minimize the potential for audits. We work closely with appraisers and valuation experts to determine date of death values for closely held businesses and real estate entities.

We also represent clients involved in probate litigation related to a wide range of issues, including:

  • Will disputes and contests
  • Claims of undue influence or asset appropriation prior to death
  • Conflicts relating to fiduciaries, conservatorships or guardianships
  • Issues relating to creditors
  • Tax liability matters

Contact Us to Discuss Your Elder Law and Estate Planning Issues

Our carefully planned and detailed approach to estate planning and elder law issues is designed to help you address each of your needs in the necessary manner.

To learn more about our estate planning and elder law services, or to discuss your specific needs, call 203-234-2225 or contact us online today.