Dubow,
Dubow
&
Wallace
povides
consultation and legal services involving a wide variety of
vehicles for the transfer of wealth, reduction of tax, and
preparation for unexpected medical or family events and emergencies.
Individuals,
businesses and charities come to Dubow,
Dubow
&
Wallace
for
assistance in planning, organizing, managing and transferring
assets. Our attorneys focus on understanding and responding
to clients' needs and on recognizing tax-planning opportunities
sooner rather than later.
| Clients |
•
Individuals
•
Corporations
•
Foundations,
museums and other not-for-profit entities
•
Closely
held business interests
•
Fiduciaries
|
| What
clients ask us to do |
•
Work with them to derive maximum benefit for themselves
and their families
from their resources
•
Plan and administer estates and trusts throughout South
Florida
•
Handle estate and gift, and fiduciary income tax matters
•
Coordinate related assets, such as IRAs, pension and profit-sharing
plans
and charitable trusts and foundations
•
Represent clients' estates and trusts before courts, if
necessary.
•
Handle tax litigation.
•
Coordinate and oversee the work of clients' other professional
advisors.
•
Consult with others in the firm as needed on clients'
problems in other areas
such as real estate and family businesses.
•
Prepare wills
•
Prepare complex trusts |
| Services
Provided |
•
Estate Planning, Wills and Trusts
•
Living
Wills, Health Care Powers of Attorney
•
General Powers of Attorney
•
Estate and Gift Tax Matter
•
Probate Administration
•
Releases from Administration
•
Will Contests, Claims against an Estate
•
Trust Administration
•
Family Partnerships
•
Family Business Planning |
|
