Experience in Matters Concering Estate Tax And Gift Tax

Estate tax and gift tax are used by governments to tax large transfers of wealth between individuals. Although gift taxes and estate taxes are paid separately, they are a unified tax in the sense that a single graduated rate schedule applies to the cumulative total of taxable transfers made through gifts and estates. The laws surrounding the estate tax and gift tax are often complex and constantly changing. It's crucial that you consult with a qualified attorney when planning your estate.

I can help answer questions about estate tax and gift tax such as:  What is included in an estate for tax purposes?  What is excluded from the estate? What deductions are available to reduce the estate tax?

I have many years of experience working with and advising clients in the creation and implementation of plans that involve both estate tax and gift tax. I work with clients to advance their personal desires regarding the disposition and protection of assets while attempting to provide potential tax advantages and security for their family and beneficiaries.

For personalized attentive service and a free case evaluation you can contact me by telephone: (212) 355-2575, fax: (212) 751-5911 or e-mail