Estate Settlement
Worth Law Group assists clients in all aspects of estate administration with a focus on taxable estates. Specifically, we represent personal representatives and trustees in settling estates, including advising on estate tax issues, acquiring information to assist Certified Public Accountants in preparing estate tax returns, and assisting in the orderly administration of the estate.
We are also on hand to advise other professionals and fiduciaries on questions that arise during estate administration, with the goal of offering creative non-litigious avenues to resolve estate disputes.
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Complex Estate Planning
Worth Law Group is particularly skilled at working with clients to develop and implement sophisticated estate planning strategies to accomplish their tax and non-tax goals. This service includes drafting simple and complex wills, revocable trusts, durable powers of attorney for financial and healthcare purposes, healthcare directives, and status of property agreements to help ensure consistency in a client’s estate plan.
The firm is also skilled at advising clients on the appropriate vehicles to accomplish their gifting plans, including planning with Family Limited Liability Companies, Irrevocable Life Insurance Trusts (ILITs), Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, and charitable trusts.
We analyze every aspect of a clients business and personal assets and obligations in order to help clients craft a unique plan that serves their specific needs.
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Tax Planning
Tax planning is critical to the success of our clients’ business and estate planning goals.
Worth Law Group provides critical advice on the tax aspects of various transactions, including: partnership tax issues, income tax issues, corporate tax issues for both C corporations and S corporations, deferred compensation issues, and estate and gift tax issues.
The firm also represents taxpayers before the IRS when necessary and, when appropriate, prepares requests for installment agreements and offer in compromises.
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Trusts
Worth Law Group is exceptionally qualified to advise clients on the use and administration of trusts related to their estate planning.
The firm advises and, when appropriate, helps establish living trusts to manage the assets of your estate and transfer those assets to heirs via: Irrevocable Life Insurance Trusts (ILITs) to minimize estate taxes; revocable trusts; trusts for minor children; Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, charitable trusts and other types of trusts.
Upon request, our attorneys will also help review and advise clients on existing trusts.
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Business Planning
Worth Law Group provides creative, comprehensive business planning services to our business clients.
Business planning services include choice of entity planning and the drafting of operating agreements, buy/sell agreements, bylaws and/or shareholder agreements. Our attorneys can also advise on issues concerning corporate governance.
The firm is especially qualified to assist in organizing for-profit and non-profit corporations, including preparing and filing Articles of Incorporation and By-laws.
We also assist with issues relating to regular corporate filing events, including preparing and filing annual reports, preparing corporate resolutions and minutes of Shareholder and Board of Directors’ meetings, and advise and counsel officers and directors regarding their duties and liabilities as well as business finance and operations.
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