Taxation / Estate Planning

In-depth experience and a solid foundation in accounting and tax matters provides Collins & Lacy’s Taxation / Real Estate Planning Team with the ability to offer a full range of estate and tax planning services. 

Collins & Lacy helps its clients navigate the ever-changing landscape of the tax code, advising them on the tax-efficient structuring of organizations and transactions, representing individual and corporate clients in tax controversies at all levels, and assisting taxpayers seeking administrative rulings from federal and state tax authorities.  In addition, we perform work in estate planning and probate such as wills, living wills, trusts, and estate administration.

We understand the importance of business plans and estate plans working together to meet the goals of the individual.  Our knowledge of both business and tax law enables us to develop creative strategies for our clients’ succession planning.  Realizing the goal of estate planning is to minimize taxes and preserve the assets for future generations, our attorneys work to keep the tax burden to our clients at a minimum.

At Collins & Lacy, you will find our attorneys to be attentive to detail and proactive in their approach to providing our clients with advice on taxation and real estate planning. With a focus on the long-term vision for our clients’ personal and business estates, we strive to assist our clients preserve and protect their financial security.