Almost any attorney is capable of drafting a will. However, for many clients, estate tax planning involves sophisticated tax issues that many attorney's are unfamiliar with.
The optimum estate plan must factor in the most efficient method for reducing the overall tax burden, including capital gains tax, income tax, gift tax or estate tax. Here at Smallwood Legal, our estate tax planning attorneys work to understand our clients' overall estate planning and asset protection goals. Our firm provides services ranging from the preparation of wills and trusts to complicated equity shifting partnerships and business succession planning. We implement the most tax-efficient strategies to achieve our clients’ estate planning goals.
We represent estate tax planning clients directly and through professional partners, typically other lawyers and accountants, who consult us on estate planning matters that fall outside of their area of core expertise.