Protecting Assets During Your Lifetime.
Preserving Them For Future Generations.
T: 508.751.5010 | F: 508.751.5016
Practice Areas
Tax Planning for Individuals and Businesses
Clients call on Estate Preservation Law Offices for our specialized knowledge of tax issues and developments. Whether working with individual or business clients on a simple estate plan or on more sophisticated business transactions, our tax professionals make it a point to identify and discuss all relevant tax considerations, and then provide sound tax planning strategies. While every planning situation has a primary objective - be it nursing home protection or financial aid - our aim is to ensure the most favorable tax outcome given each client's unique situation.
In addition to the planning areas listed on this site, our tax planning services include:
- Estate tax, gift tax, and generation skipping transfer tax planning
- Estate tax return preparation
- Gift tax return preparation
- Individual, business and fiduciary income tax return coordination and consultation
Our Practice Areas
● Estate Planning
● Asset Protection Planning
● Elder Law and Medicaid Planning
● Business and Corporate Planning
● Special Needs and Disability Planning
● Estate and Trust Administration
● Guardianships & Conservatorships
● Tax Planning - Corporate and Individual
● Charitable and Exempt Organizations
● Equine and Pet Trust Planning
● Veterans Benefits Planning
● Financial Aid Planning
