Tax Controversies

Our tax attorneys possess extensive experience advising and representing clients in tax audits and disputes across national and local offices of the IRS, state and local tax agencies, appeal divisions, and in state and federal courts. While many tax controversies are resolved through administrative channels without litigation, we offer the capability to litigate tax disputes for a diverse client base including companies, privately held entities, partnerships, estates and trusts, and individuals.

Our cases often involve intricate and pioneering tax matters, address critical concerns, and can assist in clarifying previously ambiguous aspects of tax law. Our cases encompass issues in estate tax valuation, partnership taxation, minority interests, and valuation challenges.

Services include:

  • Will and trust contests
  • Estate tax litigation
  • Breach of fiduciary claims – defense and prosecution
  • Fiduciary risk management
  • Accounting litigation
  • Fiduciary surcharge and removal litigation
  • Trust accountings
  • Guardianship litigation and incapacity proceedings
  • Trust modification, reformation, and termination
  • Will and trust construction proceedings
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