Taxation and
Estate Planning

Comprehensive Estate Planning And Tax Minimization Services

For individuals, families and businesses looking to safeguard their families’ and their own financial futures, the Taxation and Estate Planning group at Curcio Law can design an effective and lasting plan to achieve their goals. Our attorneys have the experience and depth to advise clients with a range of needs, from structuring basic estate plans to developing and implementing advanced tax minimization, wealth preservation, asset protection and business succession strategies.

At our firm, we offer clients a full spectrum of services for estate and gift planning, guardianship, estate and trust administration, and employment compensation, among many other concentrations. We believe in getting to know our clients, which is why we take the time to learn about you, your family, your business, your assets and your overall planning objectives. Only then can we identify how to best utilize the wide array of tools available and design a plan that is tailored to meet your specific needs.

Learn More About The Extensive Planning Options Offered By Our Firm

We work with clients to preserve and protect wealth in an efficient manner using the most effective tax minimization strategies. Each of our clients, regardless of their level of wealth, receives a custom-designed plan that takes advantage of the best options for them, based upon our thorough understanding of their family, assets and planning objectives.

Estate And Trust Planning And Administration

We offer customized wealth preservation and accumulation strategies utilizing trusted tools like individually tailored wills and trusts, living wills, and powers of attorney. We also counsel and advise our clients in the administration of estates and trusts and the preparation of state and federal estate and inheritance tax returns, probate services, federal gift tax returns, post-mortem tax planning and much more. We also provide more robust and sophisticated wealth transfer strategies for high and ultrahigh net worth clients and others with more complex needs.

Estate Tax Minimization And Income Tax Planning

Minimizing the impact of taxation is one of the most important services our firm can provide to you. We can choose from a variety of strategies to design a custom plan that takes advantage of the best tools to meet your objectives. By selecting the optimal strategy for each of our clients on an individual basis, we can ensure that you receive a plan structured solely around your unique needs.

Business Succession Planning

Determining how and when to pass ownership of a family- or privately-owned business can be complicated and stressful. Our attorneys can help prepare you for the eventual passage of your business to your preferred relative or to the next generation of your family. We assist business owners with making a smooth transition of their ownership interests and management control, whether a transition is the result of a planned retirement or an untimely illness or death.

Divorce And Creditor Protection

Your wealth and your assets deserve the utmost protection, but they may be targeted by creditors or awarded to a divorcing spouse if you fail to take the proper precautions. We help individuals structure their estates with divorce and creditor protection in mind.

Trust And Estate Litigation

While our firm always aims to deliver effective counsel to try to resolve disputes without using litigation, our trust and estate litigators are more than capable of representing the interests of individuals, fiduciaries and beneficiaries in court, no matter the scope or complexity of a case. We represent clients in complex estate, trust and guardianship controversies related to matters of investment, management and distribution. Our experienced and knowledgeable attorneys can navigate the intricacies of probate laws and the court rules that govern estates and trusts to implement a successful litigation strategy.

Employee Benefits And Executive Compensation

Our attorneys have experience using nonqualified deferred compensation (NQDC) plans to defer and reduce income tax on earnings. We counsel our clients on compliance with Internal Revenue Code (IRC) Section 409A, which regulates NQDC plans by imposing steep penalties for violations. Our firm can also provide guidance and support on many different employment law matters, including wage and hour issues, employee separation agreements, general releases, employee handbooks and general employment counseling.

Tax Controversy And Disputes

Disputes with tax collection entities like the Internal Revenue Service (IRS) can quickly make your life much more difficult. When you become the focus of an audit, we can help you navigate the complexities involved to ensure you and your estate remain as protected as possible.