Practice Admin

Estate Planning, Tax and Probate

Boone Karlberg’s estate planning and probate attorneys emphasize their services in estate and gift tax oriented structures, family business succession planning and general family plans, including the use of wills, trusts (revocable and irrevocable), durable powers of attorney, living wills, and family limited partnerships. Asset protection also is a focus of this practice, including the use of trusts, limited partnerships and business entities.

 

Tax practitioners at Boone Karlberg offer clients assistance in federal, state, and local taxation, including the evaluation of the tax impact of investments and transactions, the creation of techniques and plans for minimizing taxes, and the negotiation and litigation of disputes with taxing authorities.  Boone Karlberg has significant experience in the structuring and financing of federal income tax driven real estate developments.

 

In the probate area, Boone Karlberg assists personal representatives in working with the courts and administering and distributing the estate. These attorneys work to ensure that all necessary reports are filed and that all applicable estate taxes are paid in an orderly fashion.