Income, Estate and Gift Tax Planning

We recommend strategies for the efficient transfer of wealth with minimal tax consequences to maximize the benefits to the estate recipients.

Whether you wish to pass your assets on to a trusted family member or to a charitable organization with which you have a personal connection, our experienced estate planning attorneys can assist in structuring lifetime and testamentary gifts to accomplish your charitable intentions, provide income tax benefits and maximize deductions. 

Some of the tools we use to accomplish these goals are:

  • Charitable lead trusts
  • Charitable remainder trusts
  • Generation-skipping trusts
  • Foundations
  • Conservation easements
  • Family limited partnerships
  • Limited liability companies
  • Outright gifts of securities and other property

Kahn, Dees, Donovan & Kahn attorneys welcome the involvement of our clients’ accountants, financial planners and trust officers in this process and work closely with them to help design effective, individualized estate plans to be responsive to each client’s unique needs and circumstances.