|
 |
Deeb Petrakis
Blum & Murphy's Trusts and Estates Practice Group provides
state-ofÂthe-art planning to help clients and their families intelligently manage financial
success. Through strategic inheritance and estate tax planning, we help you retain
wealth, reduce tax burdens, minimize risk and ensure smooth succession of business
and personal estates.
Deeb Petrakis structures tax-effective arrangements for business interest ownership and the transmission of wealth to subsequent generations. The Firm serves a wide range of clients applying the most sophisticated planning opportunities available, including Family Limited
Partnerships, Grantor-Retained Annuity Trusts, Personal Residence Trusts, Dynasty Trusts and
other generation-skipping transfers, Irrevocable Life Insurance Trusts, Charitable Remainder & Lead Trusts, Private Charitable Foundations, Private Annuities, Asset Protection Trusts, Executive Compensation Agreements, Stock options and other stock-based plans.
The Wealth of Knowledge
The Firm also assists executors, trustees and guardians in administration of
estates and trusts, guardianships, preparation of federal estate and state inheritance
and fiduciary tax returns, sophisticated postmortem tax planning, audit defense
and probate court administration and litigation. This can include the maintenance
of records for estates, trusts and individuals, planning and preparation of gift
tax returns and probate court accountings. The Firm is also experienced in simple
and complex probate court litigation proceedings before the Register of Wills
and the Probate Courts, as well as litigation before the Internal Revenue Service,
the U.S. Tax Court, state departments and federal court.
In conjunction with these services, Deeb Petrakis provides a variety of corporate
and transactional business services for start-ups and for long-established family
businesses seeking to facilitate multi-generational success. The Trusts and Estates
Group also has considerable experience in a full range of real estate transactional
needs, from the acquisition or disposition of a home, to the acquisition and
development of office and/or industrial buildings and residential projects (including
the restoration of certified historical properties).
Trust Experience
Deeb Petrakis Blum & Murphy's Trusts and Estates Practice Group brings clients
a wealth of experience handling a broad spectrum of tax matters having federal,
state or local tax implications for individuals, corporations, partnerships,
limited liability companies and joint venture arrangements. Engage Deeb Petrakis
for strategic inheritance and estate tax planning services to help create, preserve
and protect wealth for you and your family.
Back to top
|
 |
|