Practice Area:
Income Tax, Estate & Succession Planning
Your business has a strategy for success. You should also have one for taxes and succession planning.
High net wealth individuals, entrepreneurs and families face a daunting challenge. Not only do you have to manage ever-changing tax regulations, but you have to stay ahead of evolving estate rules, while preserving legacy value and empowering the success of the next generation. At Shields, we offer private clients, family offices, and entrepreneurs a complete solution—estate, business tax, and succession planning—designed to meet your goals and objectives.
Our experienced tax and estate attorneys understand your need for a comprehensive plan to minimize income, gift, and estate tax liability and maximize asset protection. We provide wealth creators with tax-optimized structures designed to sustain and protect wealth for the next generation. We work hand in hand with your existing network of trusted advisors to implement a best-in-class solution.
As a value-add, our tax team works closely with our corporate attorneys to design and implement your business succession strategy utilizing our Growth to Exit® platform. We collaborate further with our corporate team on tax issues in connection with your mergers and acquisitions.
We’ve also got your income tax planning needs covered. Our tax attorneys are experienced in identifying U.S. domestic and international business-related tax issues and creating plans to safely minimize your overall tax liability. We advise on partnerships, limited liability companies, S corporations, and charities on all aspects of tax compliance and planning. Should any IRS or state controversies arise, our tax attorneys will be by your side.
Services include:
Goal Assessment | Estate & Tax Planning | Wills & Trusts | Successor Selection | Strategies For Charitable Gifting | Strategies For Transfer Of Ownership & Control To Family Members | Strategies For Transfer Of Ownership & Control To Unrelated Shareholders & Partners | Business Tax Strategies | Asset Protection | Family Office Governance, Policies & Procedures
Tax & Estate Case Studies
The mission of Shields Legal is to bring strategic business insight, professional judgment and competence to your company’s business and legal issues.