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Our attorneys work closely with individual clients and their accountants and financial advisors on individual income tax planning and estate tax planning. This representation includes advice and structuring of like-kind exchanges, tax planning for transfers of non-qualified stock options, planning for qualified retirement plan and IRA distributions, tax planning for real estate transactions through partnerships and LLCs, sales of assets to intentionally defective grantor trusts, use of partnerships for succession management purposes and design of exit strategies for owners of both closely held and publicly traded stock.

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Individual Tax & Income Tax

Practice Group Attorneys:

JAY F. GUIN