Expertise

Family, Trusts & Estates

  • Advisory for governance to reduce succession costs
  • Reporting Inheritance, Gifts – Tax filing simulation, Reporting, Support for tax investigation
  • Advisory for Inheritance, Gifts – Family business succession deduction, Converting real estate to a legal entity, Business transfer, Stock transfer etc.
  • Advise on separation of affiliates to pre-establish second generation succession - split-offs, share exchanges, etc.
  • Representing clients in inheritance cases- Company succession, Division of property, Advisory related to will, Negotiation of inheritance
  • Respond to dispute and litigation regarding Division of an inherited property, Contributory portion
  • Dispute regarding return of legal reserve of inheritance