Practice Areas

Estate Planning Taxation & Probate

With success comes responsibilities and complexities. At Brooks & DeRensis, we help individuals, families, businesses, and trust clients to structure their affairs, comply with tax law, and protect their legacies. We have significant experience working with family businesse, on matters of succession planning, governance and control, buy-sell agreements, and the relationship of these issues to the overall family estate plan.

In addition to routine probate matters, our team develops sophisticated estate planning, taxation, and asset protection strategies for clients, which may include irrevocable trusts, asset protection trusts, charitable trusts and private foundations, family partnerships, LLCs, and the proper use of life insurance. We also represent taxpayers before the Internal Revenue Service and state tax authorities.

Among our services that are customized for each client are:

Estate planning; wills, trusts, etc.
Estate tax planning
Charitable trusts and foundations
Business succession planning
Elder law, Medicaid and disability planning
Estate administration, guardianships, conservatorships
Tax audits and dispute resolution
Tax return preparation for complex trusts, partnerships and corporations

Plan Now

Effective estate and tax planning is among the most impactful areas of the law because we have the advantage of time to create a plan that maximizes the financial benefits for you and your family.