 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
 |
Family Tax and Estate
Planning
CMPR’s Family Tax and Estate Planning practice
serves the needs of families, individuals, entrepreneurs,
executives, and professionals, who are planning their business and personal
affairs for growth, tax minimization and future security. Recognizing that
each individual, family and business has unique planning needs and priorities,
we focus on assisting our clients to identify and accomplish their specific tax
and estate planning needs and objectives, integrating tax and estate planning
fundamentals with a solid understanding of how our clients’ investments and
businesses work. Areas in which we provide advice include:
- Charitable Gift Planning
- Durable Powers of Attorney
- Intra-Family Gifting
- Foundations
- Generation Skipping Transfers
- Gift Planning
- Minor’s Trusts
- Revocable and Irrevocable Trusts
- Succession and Retirement Planning
- Wills
We also advise and represent trustees and executors in probate and trust administration, prepare estate tax returns, advise tax exempt entities and represent clients in estate tax audits.
For more information contact: Douglas M. Laurice