Protecting Your Personal And Financial Interests Keep Your Family’s Future Secure

Palm Beach Gardens Estate Tax Lawyer

Strategic Tax Planning Services

Addressing federal estate tax, gift tax, and other taxes is one of the most important duties of any estate planning lawyer. It is vital to enlist the services of an attorney with the skill and insight to effectively manage these issues. At The Law Office of Nicole C. Morris, P.A., we understand the many nuances associated with estate and gift tax laws. Based in Palm Beach Gardens, we represent clients throughout South Florida.

In our estate planning practice, our attorney has well over 10 years of experience advising individuals and families. We are adept at utilizing various estate planning vehicles to effectively minimize the impact of the estate and gift taxes.

To learn more about the benefits of tax planning, call us at (561) 220-3307 or contact us online.

Charitable Planning

For many of our clients, charitable planning can be advantageous, both from a taxation standpoint and from a philanthropic standpoint.

There are several trusts or other means that can have a positive tax impact, including:

  • Charitable lead or remainder trusts
  • Testamentary charitable trusts
  • Private foundations

Our Approach to Tax Planning

First, we get to know our clients in order to understand the exact nature of their charitable goals. We then advise them as to which types of estate planning vehicles can accomplish these goals. From there, we assist in the creation and implementation of the trust.

Our tax planning practice involves more than estate planning. As part of our estate administration practice, our Palm Beach Gardens estate taxation attorney can prepare and file the federal estate tax return, the federal and state gift tax returns, and federal generation-skipping transfer tax returns. In both estate administration and estate planning, our skill and experience provide exceptional value to our clients.

Call (561) 220-3307 or contact us online to schedule an appointment. We offer a complimentary initial consultation to discuss your specific needs.

See What Our Clients Have To Say

  • “Very helpful in answering all our question and doing the proper paper work making sure that we had everything in ordered that we wanted done.”

    Gene C.

  • “Nicole is not only an amazing Attorney, but a great person too.”

    Greg S.

  • “ Nicole is one that will help accomplish that and more! Stop waiting and start doing.”

    Jonathan C.