Wealth Transfers & Probate

My substantial experience allows me to assist you in planning your estate to maintain control of your assets and minimize estate, gift, generation-skipping transfer and income taxes. Depending on your situation, this may be accomplished by the use of trusts, wills, disclaimers, business organizations, gift programs and divisions of assets among trusts. Charitable giving for income and estate tax savings may be implemented by negotiating with the charity or using Trusts or Foundations. My practice covers the areas from transitioning of family businesses to asset protection. I prepare Federal Estate Tax, State Inheritance Tax, Gift Tax and Fiduciary Income Tax returns.

Income Tax Planning

I provide advisory services regarding tax planning to business entities, individuals and fiduciaries to minimize income taxes by utilizing tax-free exchanges and transfers and by analyzing the timing of income, deductions and tax credit availability. I prepare some partnerships, corporations and limited liability companies tax returns.

Real Property

I have substantial experience in advising my clients on the acquisition, sale, lease and/or tax-free exchange of property. This includes the preparation and review of transfer documents, title records and loan documents. I provide sale and purchase due diligence including inspection of financial records, tenant and maintenance agreements, title problems, disclaimers, representations and warranties.

Business

I counsel clients on the choice of business entity (corporation, partnership, limited liability company or family limited partnership) and organize the chosen entity. After start-up of the entity, I advise on buy-sell agreements, mergers (including medical consents needed for total disability), acquisitions, reorganizations, contracts and other related ongoing legal issues.

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©2008 David W. Harper