Estate & High net worth Planning

Tavi Law has extensive experience advising and assisting affluent clientele with Tax and Estate Planning, Trust and Estate Administration, and Business Succession Planning.

We optimize every taxable advantage available and appropriate for our clientele, ultimately seeking to ensure that their desired objectives of preserving and transferring wealth through the careful administration of their trusts and estates are achieved fluently and efficiently.

Tavi Law's areas of expertise within Estate Planning include the following:

• Wealth Transfer Planning, including a wide variety of trusts, wills, family business issues and disposition of property. 
• Planning related to business ownership, succession and transfer, including: choice of entity, buy-sell agreements, stock bonus and option agreements, and tax-free distributions. 
• Personal Finance and Family Planning, including: Powers of Attorney, medical directives, prenuptial/postnuptial agreements, divorce, post-judgment and custody and asset protection planning.
• Analyzing the tax consequences of retirement plan distribution alternatives.
• Counseling on income, gift, estate and generation-skipping tax matters.
• Establishing foundations and other charitable giving programs.
• Estate and trust administration, including: post-mortem tax advice to fiduciaries and beneficiaries; and planning for tax-savings elections, credits and disclaimers. 
• Tax compliance, including: federal estate and state death tax returns; individual, trust and estate income tax returns; tax returns for families, closely-held businesses and tax-exempt organizations; and government audits and investigations.

Tavi Law routinely works hand-in-hand with corporate and individual trustees, executors and administrators, investment advisors, guardians and conservators, and personal representatives to handle a variety of estate, trust, and fiduciary disputes, including:

• Will and Trust contests, interpretation, decanting, and reformation.
• Breach of fiduciary duty claims.
• Fiduciary and attorney fee disputes.
• Income and estate tax disputes.
• Will and trust administration and disputes.
• Guardianship and conservatorship proceedings.
• Closely-held and family-held business disputes involving trusts and estates.
• Creditor claims against trusts and estates.
• Real property disputes including deed challenges and quiet title actions.
• Claims regarding the validity of testamentary instruments where undue influence, lack of capacity, fraud, or other deficiencies in execution are alleged.

Tavi Law's areas of expertise within Probate & Fiduciary Litigation include the following:

• Petitions for the Construction, Reformation and Modification of Trusts.
• Petitions for Trustee Instructions.
• Proceedings involving Breach of Fiduciary Duties.
• Proceedings for the Partition and Division of Trust Assets.
• Proceedings to Clarify and Resolve Tax Controversies.
• Proceedings for Charitable and Marital Estate Tax Deductions.
• Proceedings involving Charitable Trusts.
• Proceedings to Enforce Joint and Mutual Wills.
• Proceedings to Consolidate or Divide Trusts.
• Proceedings to Change Situs or Venue of Fiduciary Litigation.
• Trust and Estate Accounting Proceedings.
• Proceedings to Determine Ownership of Assets.
• Arbitration and Mediation Proceedings involving Estates and Trusts.
• Implementation of Non-Judicial Dispute Resolution Agreements.
• Proceedings for Shareholder Succession and Suppression Disputes.