Asset protection
Protecting assets usually means changing how they are held, and each change carries a tax effect. Mr. Mayeri prepares the structure and the documents with both in view.
Matters handled
- A review of how assets are held
- Structures and the documents that establish them
- Coordination with your estate plan
What to bring to the consultation
- A list of assets and how each is titled
- Existing trust, entity or estate documents
- Recent tax returns
Frequently asked questions
What should I bring to an initial consultation?
The letter or documents that prompted your inquiry, and the tax returns or records they refer to. If you are unsure, the firm will advise you when you call.
Should I describe my matter in detail in the contact form?
No. Please give a brief outline only. The firm completes a conflict check before discussing any details, so please omit confidential information.
Other practice areas
-
Tax disputes and IRS representation
IRS audits and notices, offers in compromise, innocent spouse relief and U.S. Tax Court.
-
Estate planning and probate
Wills, trusts and the administration of estates.
-
Business planning and transactions
Entity selection, owner agreements, and the purchase or sale of a business.
-
Divorce involving a business
The division of a business or complex assets, with the tax consequences addressed.