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Taxation/Trusts and Estates

The Jacobs Law Group offers tax, trusts and estates services and advice to a variety of clients, ranging from corporations and LLC’s to partnerships and individuals. Practicing at both the federal and state level our attorneys provide a full-range of sophisticated counsel.

We work hard to develop creative, yet, effective tax strategies for clients involved in both routine and complex business transactions. Our goal is to fully understand all the potential ramifications that a business transaction might have on the position of our client. When we know this, we set a course to minimize the unwanted effects in both the short and long term. Always with an eye to the future interests of our clients, our attorneys also regularly structure models for business succession and facilitate tax-free exchanges of property.

In addition to the planning and implementation of tax strategies for our business clients involved in corporate partnerships, mergers, acquisitions and joint ventures we also handle matters related to tax-exempt organizations. For those clients looking to establish a tax-exempt organization, such as a private foundation or lobbying group, we can help with the initial formation and operation of such an organization while advising and counseling already established organizations on issues of compliance.

To help our clients pass on real wealth to the next generation and beyond we offer a sophisticated trusts and estates practice. In this regard we draw on the experience of our attorneys while closely working with the client’s accounting firm and financial advisor.

The Firm’s tax competency also extends to the realm of appellate issues where we advise clients involved in the formal appeal of penalties and the contestation of audits.

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