ESTATE PLANNING AND TAXATION

Our attorneys have extensive experience in business formations, acquisitions, mergers, reorganizations and dissolutions, including structuring to minimize tax and liability exposure. In addition to counseling business clients on their fiduciary responsibilities under state law, the Internal Revenue Tax Code and ERISA, we represent clients before local, state and federal tax authorities, including the Louisiana Department of Revenue and Taxation, the Board of Tax Appeals and the Internal Revenue Service. Examples are

• Handling multimillion dollar estates including representation of the estate in federal estate tax audits.
• Developing a plan for the merger of multiple health care practices into a single health care provider with minimum tax consequences.
• Creating private and non-private foundations and obtaining favorable determination letters of charitable, tax-exempt status.