Tax Litigation

We  bring  an  extensive  understanding  of  the labyrinthine and ever-changing tax codes,  years  of successful  courtroom experience  at both the trial  and appellate levels,  and  a reputation among  revenue officials  as  attorneys  with  integrity  and  sound judgment.  These  realities  enhance our  ability  either  to forestall litigation through mediation or prevail in the courtroom.

ESTATE AND CORPORATE TAX PLANNING AND ADMINISTRATION FOR INDIVIDUAL BUSINESSES

Our attorneys advise clients on the tax consequences of compensation packages and  shareholders agreements, and  advise  impending retirees on estate, inheritance and  gift tax issues.  Our attorneys assist with the transfer of assets in order to minimize tax repercussions.

  • Estate taxes - Both federal estate taxes and state estate taxes may be applicable in New Jersey. (This is not the case in Delaware, Nevada and many other states.)
  • Inheritance taxes - Currently, New Jersey and Maryland are the only states that collect both estate taxes and state inheritance taxes. However, any assets that pass to the deceased's spouse or descendants may be exempt.
  • Gift taxes - Gifts made by one individual to another may be taxable, if they exceed the federal annual exclusion amount. However, the federal tax code also provides a lifetime gift tax exemption ($11,700,000 in 2021) that can often offset those taxable gifts.
Legal Strategies for Avoiding Transfer Taxes
Many sophisticated strategies exist for making lifetime gifts to avoid transfer taxes. These  strategies include the use of:
  • Tax benefits such as the annual exclusion and the gift, estate and generation-skipping tax exclusions
  • Valuation techniques such as qualified personal residence trusts (QPRT's), grantor retained annuity trusts (GRAT's) and family limited partnerships (FLP's)
  • Charitable gifts
Integrations with Other Legal Issues

Because there are  tax ramifications to issues  as disparate as divorce  actions (nearly 50  percent of criminal tax fraud  cases  are triggered by matrimonial suits), property tax revaluations and real estate transactions, our lawyers  frequently work with department chairs across  many specialties. These cooperative,  interactive  in-house  resources provide  our  clients  with  versatile,  effective,  seamless legal protection.

Practice Area Attorneys
Skip to content