Sophisticated planning, made simple.
At The Private Client Law Firm, we combine creative planning, tax minimization, and asset protection to allow clients to safeguard their wealth and provide effective succession of domestic and international assets.
We bridge the gap between the legal and accounting worlds by preparing customized, comprehensive plans that result in efficient maintenance, growth, and transfer of assets across generations.
Upon the death of a loved one, we assist with the administration of the decedent’s estate by guiding executors, personal representatives, and trustees through the complexities of estate administration and probate.
Our Services
We provide domestic estate and tax planning as well as related services for domestic clients. We provide individuals and families with creative and efficient planning services, allowing them to safeguard and transfer assets while minimizing taxes and maximizing efficiency. We provide foundational estate planning services and, subsequently, sophisticated estate and trust planning services .
Probate and Estate Administration
Following the death of a loved one, guide clients through the complexities of estate and trust administration. We guide executors and personal representatives through probate, including the preparation and filing of the decedent’s final income tax return and necessary federal tax filings.
International Estate and Tax Planning
We provide cross-border estate, tax, and business planning as well as annual compliance services for U.S. and international clients with foreign or domestic assets. We assist U.S. residents and U.S. citizens navigate foreign asset reporting, guide U.S. citizens living abroad through worldwide income reporting, and counsel U.S. non-residents and non-citizens owning U.S. assets with the reporting and payment of their U.S. federal tax liabilities.
Special Needs Planning
We provide parents and guardians with special needs planning services to ensure that their loved ones with special needs will have lifetime financial security while remaining qualified for Medicaid and SSI benefits. After planning is established, we provide continual guidance for parents and guardians over their lifetimes.