Estate and Tax Planning

Clemente Mueller performs a broad spectrum of services in the areas of estate, income, and gift planning, probate administration, and generation-skipping transfers. Our attorneys have extensive knowledge and expertise in complex estate tax, and estate and trust administration matters. The firm’s attorneys are well-regarded for their ability to reduce complex tax issues to terms which clients can easily understand. As a result, clients are in a position to participate in making decisions with respect to their estate plans as opposed to being advised simply “This is good for you, sign here”.

Clemente Mueller represents a diverse range of clients from high net worth individuals to individuals of modest means, owners of private companies, family businesses, corporate executives, older individuals, married couples and same-sex couples with respect to estate planning, estate administration and tax planning. We assist our clients in developing and implementing sophisticated estate tax planning strategies such as family limited partnerships, charitable trusts and qualified personal residence trusts, together with such time-tested tax-saving techniques as credit shelter trusts, irrevocable insurance trusts and disclaimer trusts.

Our trust and estate attorneys work closely with our clients’ other professional advisers, including accountants, trust officers, financial planners and insurance professionals, to assure the most effective use of planning resources. We regularly provide the following services:

  • Developing, formulating, drafting and implementing estate plans for individuals and their families, including:
    Family Limited Partnerships
    Limited Liability Companies
    Special Needs Trusts for incapacitated individuals to protect governmental benefits
    Medical Directives
    Powers of Attorney
  • Providing elder law advice designed to preserve accumulated wealth.

  • Assisting in lifetime planning to preserve family wealth through tax-favored planning techniques, including trusts, family partnerships and charitable giving.

  • Administering decedents' estates and trusts, including assisting executors and administrators in probate proceedings, providing post-mortem estate planning and preparing federal estate and state inheritance tax returns.

  • Working with individuals to design estate plans that minimize estate and income taxes.

  • Assisting owners of closely-held businesses with succession planning in order to provide for orderly transitions in business ownership through buy-sell agreements and corporate restructuring.

  • Working with personal injury attorneys from other firms to establish special needs trusts to protect personal injury awards and settlements and to insure the injured party’s ability to continue to receive governmental benefits.

Disclaimer © 2007 Clemente Mueller, P.A.