Tax Law & Estate Planning

“Nothing is certain but death and taxes”

-- Benjamin Franklin (1706-90) used the form we are currently more familiar with, in a letter to Jean-Baptiste Leroy, 1789, which was re-printed in The Works of Benjamin Franklin, 1817.

The Firm has a broad and active taxation practice, which is loosely divided into the following areas:

The transactional tax practice focuses primarily on the structuring and taxation aspects of mergers and acquisitions, joint ventures (including LLCs and partnerships), real estate transactions (including REIT transactions), venture capital and LBO transactions, and financial instruments.

The estate planning tax practice involves representation of wealthy individuals and their businesses in connection with the minimization of the estate tax, gift tax, and generation skipping transfer tax burdens. The estate planning tax practice involves utilization of sophisticated estate planning and valuation planning techniques, including family limited partnerships, sales to defective grantor trusts, grantor retained annuity trusts, personal residence trusts, dynasty trusts, charitable remainder trusts, charitable lead trusts, and private foundations.

The tax controversy and tax litigation practice involves representation of businesses and individuals in disputes with Federal, State, and local taxing authorities at the administrative level and in litigation.

The exempt organization tax practice involves the representation of hospitals, charities (including both public charities and private foundations), and religious and educational institutions. The exempt organization tax practice involves formation of tax exempt organizations, and continuing advice on matters involving those organizations, including the New Jersey or New York non-profit corporation law and the taxation of tax-exempt organizations.