Legal Services for Individuals
_Probate and Post-Death Tax Planning:
The firm advises executors, personal representatives and trustees regarding the administration of estates and trusts, including preparation of all state and local probate documents and federal and state fiduciary tax returns. We also advise clients regarding various opportunities for post-death estate and income tax planning.
Business Taxation and Tax Planning for Real Estate Transactions:
Our attorneys plan and structure business formations, sales acquisitions, reorganizations, syndications, shareholder agreements, employment contracts, buy-sell agreements, and deferred compensation arrangements. The firm advises clients on different strategic methods for owning and disposing of real estate interests, including assisting clients in structuring simultaneous or deferred like-kind exchanges of real estate, classifying owners as dealers or investors, and providing advice to non-U.S. citizens selling U.S. real property interests.
Asset Protection Planning:
We advise clients regarding various strategies available to insulate assets from creditor claims, forced heirship laws and spousal property rights (whether involving divorce or death) and analyze the advantages and disadvantages of asset transfers to foreign and domestic asset protection trusts, foreign partnerships and limited liability companies, and family members by gift.
Premarital and Post-Marital Agreements:
The firm assists clients in structuring marital agreements to protect pre- and post-marital assets and property interests.
Planning for Disability:
Rising health care costs, concern over long-term care and increased longevity have led to an emphasis on planning for disability. We assist clients in ensuring that the client's wishes are followed if the client becomes disabled at some point in the future.
4520 East-West Highway
Bethesda, MD 20814
1100 One Bentall Centre
505 Burrard Street
Vancouver, British Columbia, Canada