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Lawyer Helping You Understand Estate Gift Taxation

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., our lawyer understands the many nuances associated with estate and gift tax laws. Based in West Palm Beach, we represent clients throughout South Florida. In our estate planning practice, our attorney has over 25 years of combined 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.

For many of our clients, charitable planning can be advantageous, both from a taxation standpoint and from a philanthropic standpoint. There are any number of trusts or other means that can have a positive tax impact, including:

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

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. Secondly, 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 West Palm Beach 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.

Contact A Lawyer About Estate Taxes

Call 561-855-0348 or email us to schedule an appointment. We offer an initial consultation to discuss your specific needs.