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Tax, Trusts & Estates

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The Cole Schotz Tax, Trusts & Estates attorneys counsel individuals and businesses in a range of tax and estate planning strategies.

Our clients include owners of family businesses where succession planning and asset protection are linked, and individuals of substantial means who wish to take advantage of sophisticated tax planning techniques to retain and build their wealth for future generations.

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Tax, Trusts & Estates Representative Matters

We succeeded in substantiating, in IRS proceedings, the transfer of approximately $6 million of assets out of a client’s taxable estate shortly before the client’s death with no transfer tax consequences. The taxpayer funded a limited partnership with $10 million of assets and then sold a 50% limited partnership interest to her children in exchange for a private annuity, transferred approximately 10% to a charitable lead trust and transferred small percentage interests to the taxpayer’s children and grandchildren. These strategies saved the family approximately $3 million in estate taxes.

Cole Schotz has published a book titled On the Road to Florida: Cole Schotz's Practical Guide to Changing Your Residence from New Jersey or New York. Authored by the attorneys in the Tax, Trusts and Estates Department, and edited by Gary A . Phillips, the book serves as a guide to saving significant tax dollars by moving from New Jersey or New York and establishing residency in Florida. If you are interested in receiving a complimentary copy, please send an email including your mailing address to jkoshar@coleschotz.com.
Addressing and Understanding Client Goals, Motivations, and Concerns to Create Successful, Individualized Trust and Estate Plans

Aspatore Books Inside the Mind: Bests Practices for Structuring Trusts and Estates, 2013ed. November 13, 2012

Mary W. Browning
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2014 Estate And Gift Tax Update

Tax, Trusts & Estates Law Monitor January 8, 2014

Gary A. Phillips
Estate Administration In A Paperless World

Tax, Trusts & Estates Law Monitor June 4, 2013

Gary A. Phillips, Mary W. Browning and Leo Matarazzo
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© Cole, Schotz, Meisel, Forman & Leonard, P.A.

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