Before sending, please note:
Information on this website is for general use and is not legal advice. Sending emails or other communications to any person at Plunk Smith or from this website is not intended to and does not create or constitute an attorney-client relationship. While we would like to hear from you, please do not send us any information you wish to keep confidential. Anything that you send to anyone at Plunk Smith will not be confidential or privileged unless we have agreed to represent you. Plunk Smith will not represent you in any matter until a written engagement agreement is signed by you and Plunk Smith. Please click the “Accept” button below if you understand and accept the foregoing and wish to proceed with sending an email to a Plunk Smith employee or attorney.
Navigating estate taxes requires strategic planning to preserve wealth and minimize tax burdens. Plunk Smith provides tailored estate tax solutions that help individuals, families, and business owners safeguard their assets while ensuring compliance with evolving tax laws.
We assist with the preparation and filing of estate tax returns, ensuring accuracy, compliance, and strategic tax efficiency to protect inherited wealth.
Our team advises on lifetime gifting strategies and prepares gift tax returns to help clients maximize exemptions and reduce future estate tax liabilities.
We develop customized estate plans that utilize trusts, exemptions, and other legal tools to transfer wealth efficiently while minimizing tax exposure.
For business owners, we create estate tax strategies that align with succession goals, preserving business continuity and reducing tax impact on heirs.
If estate or gift tax filings are challenged by the IRS, our attorneys provide experienced representation to resolve disputes and protect client interests.
Estate tax laws are complex, but proactive planning can protect your legacy. Our team works closely with individuals and families to implement strategies that align with their goals while minimizing tax obligations.
Providing real results through strategic legal counsel for you and your business.