We Strive To Provide Our Clients With A Strategic Approach To Tax, Trusts & Estates Services That Helps Transfer Wealth To Future Generations
Brown Moskowitz & Kallen offers its clients expert tax practitioners with diverse practical experience in all areas of tax, trusts and estates.
BMK’s tax attorneys concentrate on all facets of individual, partnership and corporate tax planning, both at the federal and state level. Our NJ tax attorneys provide advice to a wide range of clients, from start-up entities to multinational companies. We develop comprehensive strategies designed to minimize our clients’ tax burdens and, should the need arise, we also assist our clients respond to tax audits or inquiries from taxing authorities. Our tax practice also extends to tax-exempt entities, from securing tax-exempt status to ensuring proper protocol is in place to maintain such status. Our tax attorneys also regularly work with BMK attorneys in other areas of practice, including corporate or real estate, to help develop, structure and negotiate client transactions to maximize benefits and minimize costs.
Trusts and Estates
BMK’s trust and estate attorneys advise individuals, including business owners, on all aspects of personal tax planning, including income, estate and gift taxes and charitable giving. Our first objective is to understand our clients’ estate planning and business succession objectives. With an eye towards minimizing transfer tax, while ensuring that the clients’ testamentary and/or succession planning is documented precisely, our attorneys develop estate plans and guide executors and administrators throughout the challenges of the estate administration process. Among the documents that we regularly prepare for our clients are Last Wills and Testaments, Durable Powers of Attorney, Living Wills/Advanced Directives, Irrevocable Trusts, Revocable Trusts, Insurance Trusts and Family Limited Partnerships, as well as Federal, New Jersey and New York estate and inheritance tax returns.