Robert Lack Email & Phone Number

I focus my practice in trusts and estate planning, as well the areas of federal and state income, estate, gift, and other taxation matters related to the ownership and operation of closely-held businesses. Specifically, I help organize a family’s personal and/or business’s legal affairs with the goal of developing and implementing a structure that can accomplish a wide variety of objectives, including tax minimization, asset protection, wealth transfer, and reducing administration costs and complexity.My goal is to make seemingly complex topics understandable, and to clearly outline the pros and cons of each decision as it relates to the client’s needs. Only then, can families and business owners adequately evaluate their options and make informed choices.Trusts and Estate PlanningFrom simple wills, revocable trusts, powers of attorney, health care powers of attorney, and other base estate planning documents, to establishing irrevocable trusts, family business entities, charitable trusts and entities, and other sophisticated planning entities, I helps families on the vast complexities of the estate and wealth transfer spectrum. Services include:- creating wealth transfer plans that satisfy the family’s goals and minimize transfer and income taxes,- helping provide protection for an heir’s assets,- charitable giving, and- lessening the managerial burden of estate administration.Tax PlanningHow a business or transaction is designed can carry a significant tax burden, impacting all of those involved in the transaction. Developing the right tax structure on the front end is a critical implementation point. I help explain relevant tax laws to each client, and how these laws impact the structure of a particular corporate transaction, and try provide sound strategies that minimize tax consequences.

Listed skills include Estate Planning, Tax, Estate Tax Planning, Mergers And Acquisitions, and 18 others.