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Tax, Trusts, & Estates

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Spencer Fane Tax, Trusts, & Estates attorneys assist clients with structuring their business transactions and arranging their personal financial affairs to minimize, defer, or eliminate taxes. In addition, we put dedicated focus on our clients’ tax objectives as well as long-term estate planning goals while guiding them through a full spectrum of options for their families, creating unique solutions that satisfy immediate needs while reducing taxes and protecting their wealth for generations to come.

Our attorneys understand the complexities involved with the ownership, transfer, and taxation of personal wealth associated with closely-held private businesses, corporations, executives, entrepreneurs, families, and individuals that have generated or inherited wealth. We maintain a personal touch during often-difficult decisions on these sensitive matters. As our attorneys assist our clients in navigating their unique family circumstances, we keep their best interests in mind for the short-term while equally prioritizing balance and flexibility for the future of the plan.

Spencer Fane has provided tax representation to both individuals and businesses in a variety of industries, including health care, retail, wholesale, real estate, construction, professional services, transportation, financial services, and energy.

To help clients reduce taxes and maintain wealth for generations to come, our team concentrates efforts on accomplishing clients’ specific income and transfer tax planning, estate planning, and business succession planning goals through the use of the most tax-effective and cost-efficient methods available. No two individuals or families are identical and every tax and estate plan needs to reflect the unique nature of each situation.

The firm’s Tax, Trusts, & Estates attorneys have significant experience providing guidance on strategies for reducing income tax and transfer tax, and the management and disposition of estate and trust assets. This includes personal and business income tax planning, representation in connection with tax disputes with governmental agencies, assisting with wills and trusts, transfer and titling of assets, retirement planning, charitable giving, asset protection planning, conflict resolution, and other aspects of estate planning.

While client situations may be complex, Spencer Fane attorneys strive to provide easy-to-understand advice that gives clients a clear picture of the steps they’ll take to minimize taxes and assure protection and disposition of each of their family’s most valuable assets. Through our varied client experience, our attorneys make sure individuals and families have a plan for the orderly and tax-efficient use and transfer of business interests and a wide range of personal property, including unique items such as artwork, family heirlooms, and recreational real property.

Our Tax, Trusts, & Estates areas of focus include: