Olshan's Tax & Personal Planning Group provides skilled and sophisticated planning services to “C” and “S” corporations, partnerships, LLCs and other businesses, as well as high-net-worth individuals and families.
Working closely with lawyers in our other practice areas, our Tax attorneys help interpret, structure and negotiate client transactions, including joint venture and LLC agreements, in a tax-efficient manner and with our clients’ long-term economic goals in mind.
Our attorneys advise clients on the tax aspects of mergers and acquisitions, corporate and partnership restructurings, controlling and minority equity investments, investments in joint ventures, partnerships and limited liability companies, and collecting and gifting works of art. We advise on both taxable and tax-free reorganizations and transfers, liquidations and spin-offs.
We offer tax advice to both real estate developers and passive investors, reviewing and drafting complex real estate agreements. Additionally, we work with our real estate and securities law colleagues on structures for tax efficient investments under the federal opportunity zone program. For our international clients, we advise on inbound and outbound transactions, and structure investment vehicles, foreign and domestic, for private equity, venture capital and hedge funds.
In addition, we draft the tax disclosure portions of offering documents and draft and render any required tax opinions for the transactions. Our Tax-related services include:
- Provide advice in connection with the establishment and administration of private foundations and charitable organizations
- Corporate acquisitions and combinations
- Venture capital funds and other partnership matters
- Complex real estate transactions
- Employee and executive compensation matters
- Personal tax planning
- Foreign tax planning
- Audit and administrative appeals
- The impact of new and proposed tax legislation
Personal Planning
Our high-net-worth clients are understandably concerned about ensuring that their wealth is transferred in the most tax-efficient manner possible to their beneficiaries. And we are equally determined to leverage all of our skill and experience to ensure that it is.
To that end, we assist clients in drafting wills and creating and administering trusts, from conventional asset protection and grantor trusts to state-of-the-art trusts designed to address our clients’ specific needs. We also handle probate matters, estate administration and any short- or long-term planning issue of concern to our clients.
Our Tax & Personal Planning attorneys also are highly experienced in assisting family-owned businesses, including family limited partnerships and limited liability companies, in minimizing their tax liability and assuring continuity as they transfer their business interests to the next generation. This involves structuring freeze transactions, helping clients develop succession plans and, when necessary, helping to resolve disputes through estate litigation or alternative means.
Our Personal Planning services include:
- Wills and revocable trusts carefully crafted to meet the individual needs of each client
- Complete estate and trust administration services from beginning to end including, probate and other trust and estate litigation.
- Preparation of all types of trusts including, grantor retained annuity trusts and dynasty trusts
- Structure charitable giving during a client’s lifetime or as part of their estate plan
- Creating and advising limited partnerships and limited liability companies as to succession and tax planning
- Prepare health care proxies and powers of attorney
- Structuring freeze transactions
