The Tax, Estates & Business Practice provides comprehensive and sophisticated representation as outside general counsel for closely-held businesses and physician group practices, with coordinated private client services including tax-efficient planning of trust, estate, and gifting transition strategies for its owners.
With a versatile skill-set to serve the increasingly complex and interrelated landscape of tax, business, transactional, regulatory, real estate, transition planning, and employment-related challenges facing today’s business, we are uniquely positioned to provide cost-effective counsel and strategic solutions to each business and its owners, grounded in a balanced multi-disciplinary approach. Our proactive approach combines with a truly coordinated representation of the organization throughout to benefit the immediate and long-term objectives of both the business and its owners.
High net worth clients who may have divested their active business holdings, or amassed wealth from other sources, benefit from the same innovative approach that promotes sound tax planning strategies to minimize income, gift, and estate tax.
- Corporate Trust and Fiduciary Services
- Delaware Advantage Trusts
- Healthcare Industry Services
- Legal Opinions
- Personal Tax Advice and Planning
- Private Client Overview
- Small Businesses and Start-Ups
- Succession Planning
- Tax Advice for Businesses and Owners
- Tax, Estates and Business Practice
- Trusts and Estates