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Estate Trust Taxation

Guiding Clients Through Estate Trust Taxation

At the Boca Raton law office of Dickenson, Murphy, Rex & Sloan, P.A. we provide a complete range of legal resources for our clients to fully address even the most complex needs. We understand that a significant element of estate planning and wealth preservation comes down to tax-related issues, particularly for clients with sizeable assets, property, investment or income.

Our tax law attorney is an experienced lawyer with decades of legal practice and a background as a CPA and senior tax consultant serving the wealth protection needs of individuals and corporations. Our estate planning division employs professional experience and personalized service designed to fully address your needs and expectations.

Review and Preparation for Estate Trust Taxation Issues

Wealth preservation is a key element of estate planning, and for clients with significant income and assets it can be a difficult prospect when facing a sizeable tax burden.

Our practice pursues legally sound and ethical strategies designed to maximize your options for establishing inheritance and a financial legacy while protecting your funds from unnecessary tax exposure.

We employ a complete range of estate planning tools to explore all options. We create complex and reliable solutions to address complex financial portfolios, and whether we help you establish charitable foundations, generation-skipping trusts or other specialized estate documents to fully fund and preserve your legacy, or we employ estate and gift tax planning techniques to insulate your assets, you can rely on our lawyers to build targeted solutions designed around your unique situation.

Contact Our Office for More Information

In Boca Raton and throughout South Florida, our estate planning division serves the needs of affluent clients facing a potentially sizeable tax burden. We use our legal and financial knowledge to provide highly targeted and reliable estate planning solutions.

Call us today at 561-391-1900 or contact our office online to schedule an initial consultation to find out more about the quality of our practice and the service of our attorneys in the area of estate trust taxation.