All estate planning and administration, from the most basic to the most complex, is affected to some degree by tax issues. Taxes are often an important issue affecting estates, including tax basis, estate tax and income tax planning.
Our estate administration attorneys and staff can prepare all required federal and state tax returns related to an estate, including any required gift tax returns. Properly prepared tax returns can often minimize the chances of audit and tax, interest and/or penalty assessments in the future. Nevertheless, if any estate tax returns are audited, we have years of experience representing clients before the IRS and state taxing authorities.