Avoiding Estate Tax Problems
Avoiding Problems: Federal Tax Planning
With important resources at stake, tax planning is not a job for the inexperienced. Careful tax planning can mean the difference between successful outcomes and catastrophic outcomes.
Seattle tax planning attorney Ann T. Wilson can advise you on important tax matters and help you reduce your tax liability while protecting the interests of your loved ones and your business. In addition to a J.D., Ms. Wilson holds an advanced legal degree (an LL.M) in taxation from New York University School of Law. Her extensive tax consulting, planning and litigation experience enables her to help clients:
- Avoid estate tax through generation skipping
- Make important decisions about gift taxes and charitable giving
- Streamline the administration of estates with thorough preparation of state and federal estate tax returns
- Optimize business and personal income tax positioning
Solving Problems: Tax Controversy Resolution
AV-rated* attorney Ann T. Wilson advises and represents individuals, families and businesses in resolving tax controversies. Ms. Wilson has assisted clients in obtaining favorable private letter rulings from the Internal Revenue Service on various estate, income and generation-skipping tax issues. Rulings successfully obtained include:
- A ruling that division of a charitable remainder annuity trust pursuant to a divorce settlement agreement did not involve adverse tax consequences
- A ruling that a corporate spin-off was not subject to tax
- A ruling that division of a generation-skipping tax exempt trust did not result in the trust losing its exempt status for generation-skipping transfer tax purposes
Contact a Knowledgeable Washington Tax Lawyer
Bellevue tax consulting attorney Ann T. Wilson can answer your questions about tax issues and changes in tax law that bear on estate planning and other important matters. Contact the firm for more information.
*AV Preeminent and BV Distinguished are certification marks of Reed Elsevier Properties Inc., used in accordance with the Martindale-Hubbell certification procedures, standards and policies. Martindale-Hubbell is the facilitator of a peer review rating process. Ratings reflect the confidential opinions of members of the bar and the judiciary. Martindale-Hubbell ratings fall into two categories: legal ability and general ethical standards.