Family Tax and Estate Planning

CMPR’s Family Tax and Estate Planning practice serves the needs of established families and individuals, young 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