The estate tax is the primary driver behind the estate plans of our clients. It is also the disputed topic in much of the tax litigation handled by our private clients lawyers. Whitlock Tax Services LLC have become well versed in all facets of the estate tax, from following the rules involved in our administration of estates for executors, to the preparation of complicated estate tax returns, to defending against the most current positions taken by the IRS in litigation against the more advanced asset transfer techniques. A detailed working knowledge of the estate tax leads to the successful development, implementation, and defense of the most sophisticated and effective estate plans for our clients.

The trusts and estates practice ranges from routine wills to complex plans for large estates to special comprehensive estate planning for young professionals and executives. Areas of emphasis include gift, estate and generation-skipping tax planning; preparation of wills and trusts; administration of probate and trust estates; estate planning for the business owner; charitable and deferred giving (including private foundations); and representation of executors and trustees.