The Trusts & Estates Tax Team at Johnson O’Connor works daily to help clients achieve their financial goals while maximizing after-tax results. We collaborate with all key parties—clients and their families, attorneys, and investment advisors—to ensure a seamless and transparent process that delivers optimal outcomes.
Our focus extends beyond compliance to include:
- Distribution planning for trusts to minimize income taxes.
- Strategic gifting (to trusts, charities, and individuals) to achieve estate and income tax advantages.
- Estate plan modeling before, during, and after the drafting of wills and trusts to avoid unintended tax consequences.
- Planning for multiple states and jurisdictions, including residency and domicile considerations.
Trusts and estates remain a dynamic area due to evolving legislation and an aging population. Our dedicated team is here to assist you and your clients with personalized, forward-thinking strategies.
