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Tax Planning

Understanding estate, gift and inheritance taxes, setting up a trust or tax planning effectively often requires the guidance of an experience attorney and/or accountant.

After all, nobody wants to pay any more tax than they have to, or place an unwanted tax burden on family and loved ones. Minimizing the risk of being hit by an unexpected tax bill requires planning and tax expertise.

MLG's attorneys have handled estate and tax planning matters involving diverse types of assets. We frequently encounter estates with business interests (including family or closely held business interests), commercial real estate holdings, multiple residences, and inheritances, and we have broad experience in developing succession planning for these types of assets. In addition, our attorneys deal with other assets that present unique planning issues, such as artwork, antiques and collectibles, intellectual property, farms and timberland, horses, and employee benefits.

The planning we do for our clients is in some cases implemented during their lifetimes and in other cases upon their deaths. In the area of lifetime planning techniques, we have broad experience in preparing and filing gift tax returns.

Estate Planning to Reduce Taxes can include very simple techniques as well as extremely complex planning, including: federal estate tax, gift tax, generation skipping transfer tax, and interrelated income taxes. Tax planning tools include: structuring Wills with bypass trusts for the estate tax exemption amounts, marital bequests and marital ("QTIP") trusts for the marital deduction; life insurance trusts; qualified personal residence trusts ("QPRT"); integration of retirement plan distribution requirements, beneficiary designations and minimization of taxation; charitable trusts and foundations; family limited partnerships; analysis of assets with titling and beneficiary recommendations; "Crummey" trusts for annual tax exclusion gifts; generation skipping transfer trusts; and many others.


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