Orlando Area Tax and Estate Planning Attorneys
The Business Boutique Law Firm
Clients of Pohl & Short, P.A. appreciate the many benefits afforded by a business boutique law firm and enjoy being able to have their personal estate planning and business legal matters met in an atmosphere dedicated to meeting their unique needs. Schedule your appointment with one of our tax and estate planning lawyers to learn how we can help you.
Minimizing Tax Consequences of Business and Estate Transactions and Litigation
Special planning utilizing trusts and various business entities can help assure you that your family will inherit assets. Our trusts and estates practice also compliments our other practice areas by ensuring that the income, estate, and gift tax consequences of a transaction or estate dispute matter are minimized and that asset protection options are maximized.
Below is a brief description of the major areas of our trusts and estates practice:
Estate Planning
Visualize the Ideal: Helping you reach your goal of minimizing taxes and preserving assets for future generations is a vital part of the estate planning process.
Our law firm provides thorough legal services in all areas of estate planning including the following
- Asset protection
- Wills
- Trusts
- Guardianships
- Powers of attorney
In finding creative solutions to your tax, estate planning, and business succession problems, we utilize advanced planning techniques including charitable lead and remainder trusts, grantor retained interest trusts, family limited partnerships, qualified personal residence trusts, qualified domestic trusts, life insurance trusts, generation skipping trusts, gifting trusts, and Florida intangibles tax trusts.
Designate Beneficiaries, Personal Representatives
You also need to be sure that your children or other family members receive assets in the manner that affords them the most good.
Sometimes this entails restricting access to assets, leaving distribution decisions to a trusted friend or family member, requiring a child to attain and maintain some level of personal success in order to receive distributions, or giving a beneficiary maximum control of the property while safeguarding those assets from the reach of his or her creditors (including a divorcing spouse).
Strategize the Possibilities: Proper planning should always start with the question "In a perfect world, what result do I want to achieve?" From this starting point, we find creative solutions to meet your goals and objectives in a timely and efficient manner.
Tax Planning
The goal of our tax and estate planning attorneys is to recognize your legal needs and provide for those needs, either within the firm or by referral to outside consultants.
Our trusts and estates department coordinates with our other attorneys and with outside consultants to assist you in obtaining the best available service and to keep you informed with regard to all aspects of your matter.
Family Business Succession Planning
By combining the efforts of the trusts and estates and corporate departments, we are able to assist business owners in addressing their business succession planning needs. Through the use of stock purchase agreements, implementing gifting programs, structuring business recapitalizations and using various trusts and business entities, we can often help significantly reduce your tax exposure while meeting your financial and succession goals.
Contact Pohl & Short to schedule your appointment on your individual or business-related tax and estate planning concerns.
