Transfer and Income Tax

Transfer and Income Tax

Estate planning and administration involves state and federal transfer taxes, personal income tax and fiduciary income tax. We have the expertise in estate, gift and income tax law to assist you in making informed decisions in these complex areas. Whether you are a fiduciary or a beneficiary, we can answer your questions.

We will assist you with planning and compliance in:

State and federal estate tax
Federal gift tax
Generation-skipping transfer tax
Estate and gift tax returns
Personal income tax, including capital gain recognition
Fiduciary income taxation of estates and trusts
Charitable giving

Philip Jones

Estate Planning, Probate & Trust Administration, Tax Disputes, Transfer and Income Tax

Karey Schoenfeld

Business Counsel, Estate Planning, Probate & Trust Administration, Real Estate, Transfer and Income Tax

Vanessa Usui

Business Counsel, Charitable Planning, Estate Planning, Probate & Trust Administration, Real Estate, Tax Disputes, Transfer and Income Tax