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George is proficient in all aspects of estate and business succession planning and estate and trust administration. He provides counsel in matters concerning federal and state income taxation and tax-exempt organizations. George's practice spans all aspects of the transmission and preservation of family wealth for business owners, executives, professionals and persons with complex planning matters. He has assisted many clients with integrating their personal estate planning with their business succession planning to address each client’s unique concerns, which often includes their philanthropic objectives.
George's experience in matters concerning federal and state income taxation encompasses the taxation of trusts and estates, individuals, partnerships, limited liability companies and corporations as well as representing clients before federal and local taxing authorities.
George also counsels tax-exempt organizations with complex issues of federal tax law and provides counsel with all phases of charitable planning in which he represents charities as well as individual donors.
With regard to estate and trust administration, George is skilled at navigating the labyrinth of laws regarding the administration of trust funds and decedents' estates. In addition to counseling individual and institutional clients with these matters, he also assists with the estate, gift and income taxation issues that are frequently encountered. George also brings his wealth of experience to assist clients with disputes regarding estate and trust administration, will contests, trust reformations and other fiduciary matters. |
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