Schragger, Schragger & Lavine, LLC represents clients in a wide range of tax and estate planning matters. In the estate planning context, the group provides advice ranging from basic planning to the most sophisticated techniques, including the design, drafting and implementation of complex wills and trusts, the creation of family partnerships and family limited liability companies, and the design and implementation of many other cutting-edge planning techniques.
In the area of business advice, Schragger, Schragger & Lavine, LLC provides tax counseling relating to choice of entity and formation, transactional structuring, compensation issues, and related matters. The firm advises professionals and others concerned about personal liability and assists in the implementation of asset protection techniques.
Our attorneys have had continued success in representing clients in civil tax matters before the Internal Revenue Service and various states’ taxing authorities.
We maintain a significant practice in the administration of estates and trusts, have successfully represented clients in substantial will contests, and continue to advise clients on controversies in the area.
Schragger, Schragger & Lavine, LLC’s attorneys have:
• Provided advice relating to, and implemented, estate plans for estates ranging in value from $1 million to over $ 100 million
• Transferred closely held businesses to younger generations at significantly discounted values while allowing the retention of significant management control by the senior generations,
• Provided advice concerning, and implemented, various charitable giving techniques for clients’ estate plans, including, among others, charitable remainder trusts and family foundations