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Tax & Personal Planning
Olshan's Tax and Personal Planning Group provides skilled and sophisticated tax and financial planning services to corporations, partnerships/llcs and other business entities, high net worth individuals, families and fiduciaries of complex estates and trusts. We counsel clients on a wide variety of federal, state and local tax matters with precision and depth.
Working closely with lawyers in our other practice areas, our Tax Group helps interpret, structure and negotiate client transactions to achieve the economic goals of our clients. In addition, we draft the tax disclosure portions of offering documents and draft and render any required tax opinions for the transactions.
We help assure the transfer of our clients' wealth to their beneficiaries in the most tax-efficient manner possible. Our attorneys particularly excel at assisting family-owned businesses, helping clients transfer their business interests in such a way as to assure continuity and minimize taxes.
In addition, we represent the interests of several prominent U.S. and foreign charities, as well as numerous family foundations. From creating innovative planned giving programs to advising on corporate governance matters, Olshan offers our not-for-profit clients a comprehensive range of legal services.
Tax-related Services: |
- Corporate acquisitions and combinations
- Venture capital funds and other partnership matters
- Complex real estate transactions
- Compensation matters
- Personal tax planning
- Foreign tax planning
- Audit and administrative appeals
- Advising on the impact of newly enacted and proposed tax legislation
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| Trusts and Estates Services: |
- All forms of trusts, from the conventional to "state of the art"
- Probate matters
- Administration of estates and trusts
- Family limited partnerships and limited liability companies
- Wills
- Health care proxies, living wills and powers of attorney
- Estate litigation
- Charitable giving as part of estate plans
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| Not-for-profit Services: |
- Organizing public and private charitable organizations
- Applying for tax-exempt status
- Planned giving programs, including charitable remainder and lead trusts, donor advised funds and charitable gift annuity programs
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| Contact us: taxpersonalplanning@olshanlaw.com |
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