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Tax & Estate Planning

Our tax and estate planning team is one of the most sophisticated and experienced in the region.

    The Tax & Estate Planning Group at Fabian VanCott provides expert counsel to clients on a variety of matters, from general planning for relatively small estates to specialized tax planning for very large estates and complex situations. Our robust income tax planning team also provides solutions as unique as your business and family situation.

    Our team includes members with experience and expertise across all areas of the tax and estate planning fields.  We advise nonprofit organizations and charitable trusts through the whole life cycle of a charity, so you can give in a tax-efficient way to help your community and the world. We also assist families with guardianship and conservatorship, as well as Medicaid planning, when a loved one has lost mental or physical capacity, and with trust and estate administration when someone has died.

Meet our team of talented attorneys and learn more about our areas of estate and tax planning expertise below.

Topics

As part of an integrated estate planning approach, we assist in protecting our clients’ wealth from future creditors of our clients and their beneficiaries.

Fabian VanCott has many experienced attorneys who provide estate planning services to a wide range of clients, from those with relatively small estates to those with very large estates requiring the most sophisticated planning.

Fabian VanCott assists our clients with every aspect of personal income tax planning and reporting, including state tax planning and navigating the complex waters of international tax.

We assist individuals in obtaining guardianship and/or conservatorship over incapacitated persons or others requiring protection, and also represent the protected person.

Our attorneys are experienced in drafting special trusts and utilizing other planning tools to protect assets for disabled children and adults, while also maximizing their ability to quality for state and federal programs, such as Medicaid.

We assist individuals in planning for qualified retirement benefits such as IRAs and 401(k)s and with non-qualified deferred compensation.

Fabian VanCott attorneys represent clients in tax disputes with state, local, and federal taxing authorities.

We assist clients in the creation and maintenance of non-profit organizations and in filing for tax-exempt status with the IRS; we also assist clients with respect to all kinds of charitable giving.

We provide comprehensive tax planning at all stages of the business life cycle, from initial formation to management of ongoing business, exits, and succession planning.

We represent trustees, personal representatives, and executors in administering trusts and estates of all sizes, including probate matters and preparing and filing estate tax returns with the IRS; we also represent beneficiaries with respect to these same matters.

We represent beneficiaries, trustees, personal representatives, executors, and other interested parties in litigation relating to trusts and estates, including settlement negotiations and mediation.