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Taxation, Trusts and Estates

Taxation, Trusts and Estates

Belin McCormick’s taxation, trusts and estates attorneys use their expertise and experience to solve client problems efficiently and pragmatically with the goal to achieve the best possible result.  They are experienced in all areas of tax practice and perform traditional estate planning and administration functions.

Nonprofit Organizations and Charitable Giving

Belin McCormick serves as counsel to numerous tax exempt organizations and charities, providing legal assistance in complying with federal and state regulatory requirements.  As many of our tax exempt clients experience legal needs comparable to taxable businesses, the Firm also provides its tax exempt clients with strategic planning, real estate, employment law and entity governance advice.  The Firm has a core competency in advising both charities and individuals in federal and state laws of fundraising and charitable giving and assists both individual and entity clients with charitable planning strategies.

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Tax

Belin McCormick represents individuals, corporations and nonprofit entities and institutions in a variety of matters involving state and federal income tax planning, controversies at the administrative level and in litigation.  The Firm is experienced in all areas of tax practice, including estate and related taxes, corporate and individual income taxes, sales and use taxes, real and personal property taxes, excise taxes and gross receipt taxes.

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Trusts and Estates

Belin McCormick provides estate planning and administration services to clients seeking to conserve and manage personal or family assets.  The Firm performs traditional estate planning and administration functions, such as preparing trust agreements and wills, handling probate proceedings and administering revocable and irrevocable trusts. The Firm assists clients in such areas as valuation of assets, estate freezing, recapitalizations and partnerships. The Firm represents corporate trustees and fiduciaries in both litigated and nonlitigated matters on issues relating to their performance of fiduciary duties and compliance with state and federal regulatory requirements.  The Firm also provides other estate planning services, including lifetime gifts, gifts in trust, charitable gift planning, income tax planning, estate and gift tax planning and estate administration services, including preparation of estate and fiduciary income tax returns, trust administration, postmortem estate planning, value shifting arrangements, disposition of control of closely held businesses, fiduciary duties of trustees, federal and state regulation of trust departments and trust companies and estate- and trust-related litigation.

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