|
Tax and Estate Planning
Benjamin Franklin stated, "In this world nothing is certain but death and
taxes." The attorneys at Durham Jones & Pinegar enable our clients to obtain
lifetime benefit and enjoyment from their assets, while minimizing taxes both
during their lifetimes and at death. With the proper tax and estate planning
provided by our attorneys, our clients accumulate, manage, use, and enjoy their
assets, while secure that their personalized tax and estate plan will meet the
special personal needs of family members and ultimately provide for
beneficiaries at the smallest possible financial and emotional cost. Our
priority is to help you achieve your goals.
Durham Jones & Pinegar attorneys advise clients on the full spectrum of tax
and estate planning vehicles and techniques, including:
- Personal Financial Planning and Asset Protection
- Revocable Living Trusts and Wills
- Dynasty Trusts, Asset Protection Trusts, Insurance Trusts, and other
Irrevocable Trusts
- Family Limited Liability Companies and Limited Partnerships
- The proper structuring of family businesses to minimize taxes and protect
assets
- Structuring trusts to help children and grandchildren achieve success,
personal growth, and happiness while implementing your values
- Charitable Giving and Wealth Transfer Opportunities including:
- Private Foundations
- Donor Advised Funds
- Charitable Remainder Trusts and other tax advantaged trusts
- Many other sophisticated estate planning techniques designed to meet your
goals
- Estate and Trust Administration
Durham Jones & Pinegar attorneys also assist clients with their corporate and
individual income tax matters, including:
- Income Tax Planning for both individuals and businesses
- Arranging and Documenting Charitable Gifts
- Planning For Capital Gains Transactions
- Documenting Simultaneous and Deferred Like-Kind Exchanges
- Handling Tax Appeals and Disputes With the IRS and State Taxing Authorities
Without a tax and estate plan you could deprive yourself and your
beneficiaries of substantial amounts that could otherwise be available to you,
or create serious problems for those who must settle your affairs when you die.
The tax and estate planning attorneys at Durham Jones & Pinegar will recommend
options that allow you and your estate to achieve the best possible legal
outcome.
 |
| Attorneys serving this practice group: |
 |
|
|
|