Shareholder
CurrentMy law practice is focused on estate planning, probate and trust administration, IRS and state and local audit and tax collection cases, as well as individual and entity tax planning, asset protection and a variety of related transactional matters such as business succession planning, business entity start-ups, mergers, acquisitions, corporate re-organizations and tax planning for divorce. I have extensive experience in drafting and implementing all types of basic and complex estate planning documents such as revocable trusts, grantor retained annuity trusts (GRAT), charitable remainder trusts (CRT), charitable lead trusts (CLT), asset protection trusts, and dynasty trusts. To compliment my planning practice, I also assists clients with the administration of trusts and estates, whether through the probate process or in private trusts, and when necessary will act as the executor or trustee for clients seeking long-term, professional trust management. A significant part of my tax practice is dedicated to representing individuals and businesses before the IRS, state, and local taxing authorities in tax disputes, audits, appeals and collection actions. The scope of my audit and examination defense practice covers the entire process, from the initial Information Document Request through audit, administrative hearings, appeals, and litigation if necessary. I help clients by removing levies, garnishments and liens, amending and correcting previous tax returns, filing delinquent tax returns, negotiating with the IRS and state governments to establish payment plans, conducting Collection Due Process Hearings, and submitting Offers in Compromise to settle taxpayer debts that cannot be repaid. I also assists taxpayers with resolving past non-compliance with Foreign Bank Account Reporting (FBAR) and voluntary disclosure, including use of the IRS offshore Voluntary Disclosure Program, Streamlined Filing Compliance, Delinquent Submission Procedures and Quiet Disclosures.
