Why We Need Estate Tax Attorneys

The laws and regulations relating to Estate and Gift Taxes can be very complicated. It is strongly recommend that a qualified estate tax attorney be consulted who has considerable experience in this field, especially if an estate is large.

An estate tax attorney well versed in estate tax law can answer questions such as: what is the federal estate tax's relationship to the federal gift tax? Have any estate and gift tax changes been made recently and what were those changes? What assets are counted to determine if my estate is taxable? How is the property in my estate valued for federal estate taxes? What is considered the "right" value in appraising property for federal estate taxes. When does the estate tax kick in? What is the unified tax credit all about? Can I avoid the federal estate tax by leaving everything to my spouse?

Regardless of the size of an estate, most adults — young and old — and their families benefit greatly from having a well-prepared estate plan consisting of documents such as a: Last Will, Health Care Proxy, Power of Attorney and Living Will. I have many years of experience working with and advising clients in the creation and implementation of plans that effectively express the clients’ personal desires regarding the disposition and protection of assets while providing potential tax advantages and security for family and beneficiaries.

To get in touch with me by phone, call (212) 355-2575. You can also e-mail