Tax
Wendel Rosen maintains a broad-based domestic income tax practice and provides a range of tax services to corporations, partnerships, nonprofits and individuals.
Matters frequently handled by the group include:
- Wills, living trusts, life insurance trusts and asset management trusts
- Charitable giving, including charitable trusts
- Planning for retirement
- Gifts, either outright or in trust
- Planning for disability or incapacity, including powers of attorney, living trusts, guardianships and conservatorships
- Premarital and post-marital agreements
- Personal residence grantor retained interest trusts
- Planning for claims by creditors
- Family limited partnerships and limited liability companies in concert with the business group
- Representation of executors, trustees and beneficiaries in contest matters
- Estate administration, including probate and living trust administration
- Preparation of estate and gift tax returns
- Obtaining private letter rulings from the Internal Revenue Service
- Representation of nonprofit corporations and foundations
