Estate Planning & Taxation

Helping you Protect and Grow your Wealth

Tax laws and estate planning techniques keep changing. Your Golan Christie Taglia attorneys have years of experience monitoring those changes and analyzing the tax implications of any transaction, estate plan or business relationship.

Drawing on the deep tax and accounting expertise available in our firm—many of our attorneys are also CPAs—we can help you determine which solutions are best for you. Options include:

  • Annuities
  • Family general and limited partnerships and limited liability companies
  • Generation-skipping transfer tax planning techniques
  • Gift and charitable giving programs
  • Irrevocable and revocable trusts
  • Retirement funding
  • Trust administration

Taxation

Taxation affects the structure and context of nearly all business transactions. Your Golan Christie Taglia attorneys can represent you and your business in tax matters that include:

  • Addressing and identifying relevant tax issues
  • Structuring transactions to minimize taxes and avoid problems
  • Preparing and negotiating documents consistent with tax planning goals

We represent clients in federal, state and local tax controversies both in court and administrative proceedings.

Not-for-Profit Organizations

We also represent not-for-profit entities, both public and private, on issues such as:

  • State corporate governance regulation
  • Tax policy
  • Trust law

Estate Planning & Taxation Team

STEPHEN L. GOLAN
ANTHONY R. TAGLIA
NANCY FRANKS-STRAUS
DONNA F. HARTL
BARRY P. SIEGAL
BARBARA L. YONG
JOY A. MKRDICHIAN
JONATHAN D. MORTON
LIAT R. MEISLER