The Tax and Estates Practice Group of White and Williams LLP is composed of seven attorneys who are experienced in one or more areas of tax and estate law.  The Group provides practical legal solutions for tax and estate planning, and estate and trust administration issues. The members of the Group offer extensive experience in a variety of complex matters ranging from federal, state, local and international taxes to wealth transfer strategies between generations.  Our clients include individuals, closely held businesses, large corporations, and exempt organizations.

“Our mission is to carefully evaluate the needs of our clients in order to formulate the most realistic and valuable tax saving and planning solutions.”

Areas of Experience

• Business Formation and Choice of Entity
• Taxable and Tax-Free Mergers, Acquisitions and Divestitures
• Real Estate Transactions, including Like-Kind Exchanges
• State and Local Tax Planning
• International Taxes, including Transfer Pricing
• Pensions and Employee Benefits
• Executive Compensation
• Charitable Giving and Tax-Exempt Organizations
• Individual Estate and Tax Planning
• Wills, Trusts and Probate
• Estate and Trust Administration
• Tax Dispute Resolution

Tax

Our attorneys assist clients with such issues as federal, state, local and international tax planning and the formation, operation and liquidation of various business entities.  Our goal is to develop practical approaches that are consistent with individual and business objectives while reducing the overall tax burden.  Working closely with clients, their advisors and attorneys in other practice groups, we help to structure and implement taxable and tax-free business and investment transactions involving individuals, corporations, partnerships, LLCs and S Corporations.

Estate Planning and Administration

Our group helps individual clients plan for the needs of their families by developing effective estate plans to permit passing wealth to the next generation while minimizing the transfer tax burden.  Our attorneys regularly counsel individuals on ownership succession for closely-held businesses and lifetime gifts.  As part of our estate planning practice, we have developed expertise in the design and use of irrevocable life insurance trusts, qualified personal residence trusts, family limited partnerships and limited liability companies, charitable remainder trusts and private foundations, generation-skipping trusts, grantor retained annuity trusts, and sophisticated tax savings techniques.

Dispute Resolution

Our attorneys regularly represent clients before various administrative agencies and courts, including the Internal Revenue Service, U.S. Tax Court and numerous state probate courts.  We also handle various complex issues such as advance ruling requests, tax audits, administrative appeals and tax litigation.