The complexities of state and federal estate and gift taxes require a diligent advisor to help you make the most of exemptions, timeframes and new legislation. We can help you take appropriate action in accordance with your investment horizon and business plan as well as current and future tax laws.

Whether conducting business in another state or online, businesses can be subject to severe penalties for not properly or timely reporting income and sales in those jurisdictions. Siegel Brill can work with you and your accountant to structure and represent your interests with tax authorities for business and personal income.

Siegel Brill drafts, manages and also contests wills and trusts for our clients. We provide sound counsel on all aspects and types of wills and trusts based on your assets and goals — and help you manage them over time.

Allow us to leverage extensive experience and knowledge of commercial law and estate planning to ensure your business will flourish under new ownership. Whether it be succession plans, exit strategies, or purchase transactions, our attorneys are well versed in easing the transition period to maintain the prosperity of your enterprise.

Charitable gifts can provide tax benefits for you, decrease the tax liability of your heirs, or provide a steady income stream through charitable gift annuities, all while creating a philanthropic legacy for future generations. Siegel Brill will integrate your values and financial goals using charitable gift planning.