Estate planning and probate
A will or a trust is a legal instrument with tax consequences, as is the administration of an estate. Mr. Mayeri prepares these documents with both in view.
Matters handled
- Wills and trusts
- Probate and estate administration
- Gifts and transfers, planned with their tax effects in view
- Revisions after a sale, a marriage or a move
What to bring to the consultation
- Any existing will or trust
- A list of assets and how each is titled
- 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.
How are fees and timelines determined?
Before any work begins, you receive the steps, an expected timeline and the fee in writing.
Other practice areas
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Tax disputes and IRS representation
IRS audits and notices, offers in compromise, innocent spouse relief and U.S. Tax Court.
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Business planning and transactions
Entity selection, owner agreements, and the purchase or sale of a business.
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Asset protection
Structures and documents prepared with their tax effects in view.
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Divorce involving a business
The division of a business or complex assets, with the tax consequences addressed.