Wealth Planning, Tax Planning And Preservation

Recognizing that wealth management requires a collective effort, we advocate for clients to assemble a team of professionals who can collaboratively design and implement a plan that addresses both present and future estate needs. Our attorneys help clients achieve and sustain their wealth planning objectives through sophisticated wealth transfer strategies. We collaborate closely with families and their advisors to develop and execute tailored estate plans that align with each family’s unique circumstances.

Estate planning

Our attorneys have a longstanding tradition of representing wealth across generations and are committed to continuing the legacy for future generations. The Wicker Smith team understands that delivering the highest value requires crafting personalized solutions tailored to each client’s unique needs. Within our Estate Planning practice, we leverage our legal acumen in a pragmatic manner, applying our extensive experience across a broad spectrum of areas including estate planning, gift and generation-skipping transfer tax planning, sophisticated charitable giving, tax planning, probate, and business succession planning.

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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