Tax & Estate Planning

Several of our attorneys practice in the area of elder law and regularly deal with all aspects of the analysis and planning for conservation and disposition of estates, wills and trusts, as well as the effects of estate and gift taxes. The legal services provided by our firm in this area include, but are not limited to, preparation of legal instruments in order to effectuate estate plans, administration of estates, trust planning, guardianships, custodianships, and conservatorships.
Last Will and Testament Form — Tax Planning in Wheeling, WV
We also have attorneys who are experienced in the area of law dealing with all matters arising under the Internal Revenue Code, as well as state, local, and foreign tax laws, including corporate tax transactions, exempt organizations, and creations of business entities. These attorneys provide counseling, advice and opinions in this area of law and regularly practice before federal and state courts and governmental agencies. Several of our attorneys also provide legal services in the employee benefits/ERISA area which range from creating and overseeing qualified defined contribution and defined benefit plans, to amending such plans according to changes in the law, to preparing the wide-ranging supporting documentation necessary to obtain favorable determination letters from the Internal Revenue Service, to daily interpretation and application of the laws governing these plans.