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Estate Planning Services

Our law firm has broad experience in all matters relating to the estate planning field from preparation of simple wills, to completion of extremely complex estate plans. The firm deals extensively in revocable living trusts, life insurance trusts, irrevocable trusts for children and grandchildren, family limited partnerships and limited liability companies, qualified personal residence trusts, grantor retained annuity trusts and sales to intentionally defective grantor trusts. Our firm is also dedicated to working closely with our clients to minimize their Federal Estate Tax burden.

Probate and Trust Administration

Our firm routinely handles various matters in all areas of probate and post-mortem trust administration. We routinely assist clients with:

• Beneficiary notifications
• Filing of the proper probate legal pleadings with the Court
• Asset identification, inventory, and valuation
• Asset and liability allocation
• Transfer document preparation
• Distribution and termination advisement

Our firm has vast experience in dealing with the complexities relating to all estate and trust taxation matters. This includes providing advice with respect to Federal and State Estate Tax Returns, as well as the review of returns prepared by outside accountants and specialists. The firm provides ongoing guidance to identify, evaluate and determine proper sub-trust and beneficiary allocations and funding of assets. Our attorneys work with the Trustee to maximize all tax benefits and confirm distribution and funding per the terms of the Trust.

Charitable Planning Services

In addition to estate planning, the firm is well versed in the formation and operational requirements of charitable remainder trusts, charitable lead trusts and various types of charitable entities, including private foundations, operating foundations and public charities. Several members of the firm sit on and provide advise to the governing boards of certain large charitable organizations.

Business and Real Estate Services

The firm provides services in the areas of business planning, real estate transactions and business formations including closely held corporations, limited partnerships and limited liability companies. These services include business start-ups, cross-purchase and stock redemption agreements, compensation arrangements and business sales, mergers and related transactions, including financing arrangements. The firm has also been frequently involved in helping resolve disputes among family members in closely-held businesses.

Tax Controversy Services

Our firm has extensive experience representing taxpayers in disputes with the IRS, the California Franchise Tax Board and the Nevada Department of Taxation, often involving multi-million dollar issues. Our firm also provides advice and representation on state sales and use tax issues.

Gaming

Our firm provides representation to clients in licensing and administrative matters before the Nevada State Gaming Control Board and the Nevada Gaming Commission, with a primary focus on the application process.


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not be construed to be formal legal advice nor the formation of a lawyer/client relationship.