Trusts, Estates, and Tax Law
We help preserve your legacy beyond the time of your immediate life by assisting with trusts, estates, and tax law. When proper planning was not done, or a dispute arises, we help safeguard your legacy, assets, business, and estate.
Our clients rely on us to help them make prudent business, financial, and personal decisions; we take that responsibility seriously. Therefore, we work closely with our clients on the best and most cutting-edge wealth preservation and protection strategies.
The duties of a trustee are complicated and numerous. At Law & Stein, LLP, we offer legal counsel to trustees and trust beneficiaries to ensure that all legal duties are properly carried out. We can handle even the most complicated matters with skill and efficiency.
Probate is the court proceeding that proves the validity of a will. Estate assets are collected and distributed through the probate process. Law & Stein, LLP helps efficiently move an estate through probate.
Tax planning evaluates an individual’s or business’s financial situation concerning taxes. The purpose of having a tax plan is to maximize your tax efficiency by working to minimize your tax liability. We can advise on a variety of ways to reduce tax liability.
We understand how stressful and complicated disputes with the IRS can be, whether the dispute involves personal or business taxes. Fortunately, we have the resources, knowledge, and skills to guide you in finding solutions in a timely and cost-effective manner.