Flaherty Jones Thompson Focuses on Tax Law

Our experienced team of attorneys provides services to help our clients strategically minimize taxes. Strategies range from simple changes that cause a great benefit to more sophisticated and complex plans.

Despite how complicated these transactions can be, we use plain English to ensure that you’re informed every step of the way.

We have substantial experience with wealth transfer planning and the reduction or elimination of estate, gift, and generation-skipping transfer tax. Every situation and recommended solution is unique but some of the tools we frequently use include grantor retained annuity trusts (GRATs), irrevocable grantor trusts, sales to irrevocable grantor trusts, spousal lifetime access trusts, and directed dynasty trusts.

We especially enjoy pre-liquidity event planning for founders and entrepreneurs and succession and inter-generational wealth planning for closely held private businesses.