Musick Peeler's Trusts & Estates Group has attained a national reputation for its expertise in estate and gift taxation, charitable and philanthropic planning, tax planning for highly compensated and high net worth individuals, estate and conservatorship administration, and probate litigation matters. The Group's attorneys are recognized for the sophistication and innovation of their planning techniques tailored to meet each client's needs while keeping in the forefront the client's personal objectives, financial situations, and the impact of tax and business considerations.
Estate Planning
The Trusts & Estates Group represents individuals, including entrepreneurs, executives, professionals, philanthropists, and entertainers, and their families in the preservation of personal wealth and business assets. The Group's estate planning services include:
Exempt Organizations
Musick Peeler's Trusts & Estates attorneys also represent exempt organizations, including hospitals, universities, museums, private and public foundations, trade associations and other entities generally exempt from federal and state taxation in matters involving:
Controversies
Musick Peeler's attorneys also represent clients in various phases of interaction with government authorities, including property tax appeals, sale and business license tax matters, private letter ruling requests, IRS examinations and assessment procedures, and representation before the United States Tax Court and other federal courts, including the United States Supreme Court.
Download PDF