Tax and Estate Planning

Vesper & Lawless provides sophisticated, comprehensive estate and tax planning to individuals, couples, families and family businesses.

Our services include:

• Preparing wills and trusts that incorporate specific estate planning needs, including revocable and irrevocable trusts, generation skipping trusts, special needs trusts, supplemental needs trusts, charitable trusts and giving, marital trusts and asset protection trusts.
• Preparing financial powers of attorney, health care powers of attorney, advance directives and standby guardians for minor children.
• Guidance regarding estate taxes and gift taxes.
• Advice on selecting appropriate fiduciaries, including personal representatives, trustees and guardians.
• Comprehensive guidance on designating beneficiaries of life insurance policies and retirement accounts.
• Business succession planning, including setting up the business structure during one’s lifetime and preparing for the disposition of the business at death.
• Charitable gift planning, including charitable remainder trusts, private foundations and other transfers to charity.
• Asset protection planning, including advice about titling assets, designing trusts to protect assets from creditors and implementing other transactions designed to preserve the family’s wealth.
• Providing comprehensive premarital planning as well as post-nuptial and domestic partnership agreements for opposite sex and same-sex couples.
• Advising and representing clients in IRS disputes, audit defense, IRS filings and compliance, negotiating IRS payments and settlements.

We work regularly with our clients’ accountants, insurance agents, appraisers, financial planners and investment advisors. This coordinated, comprehensive approach makes our estate planning even more effective.