Clark Hill’s tax and estate planning professionals offer businesses, families, and individuals guidance in navigating complex, challenging regulations and laws, covering international, national, state, and local compliance, planning, and advocacy.
Business Tax Services
Corporations and their shareholders, partnerships and their partners, limited liability companies and their members, and other entities and their owners seek our counsel on taxable and tax-free acquisitions, dispositions, mergers, reorganizations, as well as real estate, financing, debt restructuring, and leasing activities. We advise on bankruptcy tax matters, like-kind exchanges, public and private offerings of securities, joint ventures, venture capital investments, business formations, and general business tax matters.
In addition to for-profit entities, we also help not-for-profit, tax-exempt, and charitable organizations. Our experience includes advising on the regulation of tax-exempt organizations by state and federal authorities, filing for and obtaining exempt status from the Internal Revenue Service (IRS), the treatment of unrelated business taxable income, and impact investing. We assist our clients with director and officer liability issues, corporate governance, lobbying, and political activities, as well as all aspects of organization and operations. We also frequently counsel individual clients and charitable organizations regarding charitable giving and planned giving opportunities.
Personal Tax and Estate Planning Services
Estate planning is a very personal process and an important part of planning for future generations of families. In addition to drafting trusts and handling estates, Clark Hill attorneys counsel clients and their families to present practical plans and suggestions that preserve and distribute assets to beneficiaries.
We navigate the complex tax and probate laws that apply to any situation prior to offering practical and understandable solutions. We are sensitive to the specialized needs of seniors, and those who are unable to handle his or her affairs because of immaturity or incapacity. On a proactive basis, our team also works to plan for, analyze, and resolve difficult tax issues linked to estates, trusts, estate and inheritance tax, gift tax, and income tax, with a focus on the issues presented by complicated family and business dynamics.
We draft our wills, trust agreements, durable powers of attorney, designations of patient advocate, and other estate planning documents, so they are understandable to you yet effective in implementing the personal planning and tax strategies in your estate plan.
Tax and Estate Controversy and Litigation
Our experienced team focuses on handling any controversy that arises with sensitivity, centering on the best possible solution for our clients. We often act as mediators and arbitrators in resolving matters outside the courts. When litigation is inevitable, our trial lawyers provide strong representation with a record of advocacy at the trial and appellate levels.
Our probate and trust litigators work with individual and institutional trustees, executors, personal representatives, guardians, conservators, beneficiaries of trusts and estates, and the trust departments of banks and financial institutions. We are frequently appointed by the court as counsel for alleged disabled adults and as Guardians Ad Litem. Our counsel includes will and trust contests and construction, citations to recover, probate and trust litigation, charitable entity litigation, trust reformation, breach of fiduciary duty claims, fiduciary litigation, claims for fiduciary and legal fees, probate, trust, and estate administration, expert witness services, and guardianship and conservatorship matters.
We successfully litigated some of the more famous multi-million-dollar cases at issue before the U.S. Tax Court and U.S. Court of Federal Claims, as well as on appeal before the U.S. Courts of Appeal, the U.S. Supreme Court. Outside the courtroom, our veteran team negotiates with IRS Agents and represents client interests before the IRS Examination Division, Collection Division, and Appeals Office of the IRS and State Board of Equalization, among others. At the state level, our team represents clients in audits, administrative appeals, and tax litigation.