Tax and Estate Planning

KTJ services its individual and family clients by providing estate planning as well as income, fiduciary, estate, gift and generation-skipping tax services, along with estate and trust administration services. In this regard, KTJ is also experienced in preserving and protecting the interests of its individual and family clients in the areas of tax, probate and trust litigation.

KTJ assists its individual and family clients in planning for their testamentary disposition of assets. KTJ counsels its individual and family clients in meeting their needs for transferring wealth and reducing potential estate, gift, generation-skipping and income tax liability.

KTJ provides to its individual and fiduciary clients the service of preparing and filing federal and state income tax returns as well as estate, gift and generation-skipping tax returns. Associated with these services, KTJ assists its individual and fiduciary clients in planning for these taxes.

KTJ represents individual and corporate executors, administrators and trustees in the administration of probate estates and trust administration as well as will contests and other probate and trust disputes. KTJ counsels its corporate and individual fiduciary clients regarding the disposition of and transfer of probate and trust assets, along with dispute resolution in relation thereto. 

Partners with Expertise inTax and Estate Law

For questions regarding Tax & Estate Planning, please contact Bruce A. Zolna, Gerard E. Dempsey or E. Kenneth Friker.