Dunn Carney attorneys assist clients in developing long-term strategies to minimize all levels of transfer taxes. These strategies may include establishing irrevocable trusts for the benefit of children or grandchildren, creating a program for lifetime giving to individuals and/or charitable organizations, or establishing charitable remainder trusts. When a tax-planning strategy requires tax reporting to federal and state authorities, Dunn Carney attorneys prepare the necessary tax returns.

 

Contact person: Marsha Murray-Lusby, Trusts and Estates Practice Group Leader