Our attorneys represent clients in every stage of estate and gift tax disputes, from the initial audit level, to appeals before the IRS and other tax authorities and, if necessary, court.
We meticulously prepare estate and gift tax returns and review related appraisals, ensuring that the presentation of these filings carries the lowest audit risk possible. Should an audit occur, we negotiate on behalf of our clients to achieve the most favorable outcome.
Sometimes court is unavoidable. In such cases our estate planning attorneys join with our skilled litigation partners to represent the client in the relevant state or federal court.
At every point in a dispute, our client’s risk tolerance and overall planning goals are central to our strategy. We endeavor, first and foremost, to negotiate solutions that mitigate risk, minimize disruption and ease our client’s tax burden.