Antley & Lopez assists clients in creating and implementing tax-sensitive estate and business succession plans tailored to meet their particular goals and objectives.
We provide advice to individuals concerning the preservation of wealth; the transfer of assets to family members, charity, and others during lifetime and at death; and the realization of continuity of control objectives for business interests and other assets. We also assist individuals in the structuring and preparation of wills, revocable trusts, irrevocable lifetime trusts, insurance trusts, charitable trusts, private foundations, partnerships, corporations and other entities that facilitate their estate planning, business, and charitable objectives, and in the preparation of powers of attorney and living wills.
We advise personal representatives and heirs regarding all aspects of the administration of decedents’ estates, and counsel trustees and beneficiaries regarding the complexities of fiduciary duties and the tax and non-tax aspects of trust administration. We also assist clients in Internal Revenue Service and state tax audits and appeals involving gift, estate and income tax issues.
