Mackinac Bridge, connecting Michigan’s Lower and Upper Peninsulas

Throughout my career I have represented taxpayers in contested matters before the Internal Revenue Service, its Independent Office of Appeals, and, if necessary, in the U.S. Tax Court and the U.S. Court of Appeals. I provide sound counsel for companies as well as individuals in tax controversies, and obtain outstanding results in such cases.

I bring taxpayers into compliance with U.S. laws concerning foreign income, accounts, and entities, and in defended them against penalties for alleged noncompliance. I have handled hundreds of foreign accounts compliance cases. I write and speak nationally on this practice.

Throughout my career I have performed estate planning. I interview clients, ascertain their dispositive intentions, and draft documents to accomplish their intentions. I fund clients’ trusts, so that probate will not be necessary at their death. I review beneficiary designations on clients’ life insurance policies, retirement plans, nonqualified deferred compensation plans, and annuities, to make sure that they are as the client wants them to be.

I am expert in Federal estate and gift taxation, and in income taxation of decedents. Whenever possible I arrange to avail of the step-up in basis for income tax purposes of a client’s property to fair market value as of the date of the client’s death.

I transfer property between spouses so that one of them may qualify for Medicaid. But I avoid ill-advised Medicaid qualification schemes, such as selling a client’s property to purchase an annuity, or transferring a client’s property to their children, making the client destitute, so that the client may for Medicaid at some date in the future. My client spent their lifetime earning and accumulating their property, and the property should be used for the client’s benefit. I represent my client, not their children, or anyone else.

I avoid estate planning gimmicks.

I draft and negotiate marital agreements.

Throughout my career I have formed corporations, partnerships, and limited partnerships. I engage in spin-offs, split-offs, and split-ups, mergers and acquisitions, and sales of a company’s assets. I liquidate companies.

I draft and negotiate contracts.

I counsel Americans on expatriating from the United States, and, if it is in their best interests, I help them expatriate.

I am ethical in all matters, large or small.

Communication is essential in an attorney-client relationship. I welcome input from clients, and keep clients apprised of the matters I am handling for them. I promptly return clients’ inquiries. I hold in strict confidence all communications with clients and prospective clients.

If there is a matter for which you are considering retaining me, I encourage you to a schedule a call for a gratis initial consultation.

Throughout my career I have represented taxpayers in contested matters before the Internal Revenue Service, its Independent Office of Appeals, and, if necessary, in the U.S. Tax Court and the U.S. Court of Appeals. I provide sound counsel for companies as well as individuals in tax controversies, and obtain outstanding results in such cases.

I bring taxpayers into compliance with U.S. laws concerning foreign income, accounts, and entities, and in defended them against penalties for alleged noncompliance. I have handled hundreds of foreign accounts compliance cases. I write and speak nationally on this practice.

Throughout my career I have performed estate planning. I interview clients, ascertain their dispositive intentions, and draft documents to accomplish their intentions. I fund clients’ trusts, so that probate will not be necessary at their death. I review beneficiary designations on clients’ life insurance policies, retirement plans, nonqualified deferred compensation plans, and annuities, to make sure that they are as the client wants them to be.

I am expert in Federal estate and gift taxation, and in income taxation of decedents. Whenever possible I arrange to avail of the step-up in basis for income tax purposes of a client’s property to fair market value as of the date of the client’s death.

I transfer property between spouses so that one of them may qualify for Medicaid. But I avoid ill-advised Medicaid qualification schemes, such as selling a client’s property to purchase an annuity, or transferring a client’s property to their children, making the client destitute, so that the client may for Medicaid at some date in the future. My client spent their lifetime earning and accumulating their property, and the property should be used for the client’s benefit. I represent my client, not their children, or anyone else.

I avoid estate planning gimmicks.

I draft and negotiate marital agreements.

Throughout my career I have formed corporations, partnerships, and limited partnerships. I engage in spin-offs, split-offs, and split-ups, mergers and acquisitions, and sales of a company’s assets. I liquidate companies.

I draft and negotiate contracts.

I counsel Americans on expatriating from the United States, and, if it is in their best interests, I help them expatriate.

I am ethical in all matters, large or small.

Communication is essential in an attorney-client relationship. I welcome input from clients, and keep clients apprised of the matters I am handling for them. I promptly return clients’ inquiries. I hold in strict confidence all communications with clients and prospective clients.

If there is a matter for which you are considering retaining me, I encourage you to a schedule a call for a gratis initial consultation.