Estate and Tax Planning

Robert Solliday works with individuals, families, professionals, entrepreneurs, and small business owners to arrange for the holding, management, and transfer of property and assets in the most cost-effective and efficient manner. He customizes the estate structure to the specific needs, desires and circumstances of his clients, such as family relationships, the nature and amount of assets, and taxes.  We work with clients on all aspects of estate, gift, and multi-generational tax planning.

Robert earned an LL.M (Master of Laws) degree in taxation from New York University, universally recognized as the best tax law school in the United States, and he has over 30 years experience in developing both simple and sophisticated wealth transfer strategies designed to meet the particular needs and desires of his clients, and integrating those strategies with the personal, business, and tax goals of his clients.

Regardless of the size of an estate, we partner with our clients to understand their needs and goals and design a custom-tailored comprehensive, tax-sensitive estate plan for you to hold and manage your assets and ultimately, transfer your assets.

If desired, we can also assist you in formulating a plan to transfer your family wealth in a manner intended to be a constructive influence in the life of each of your beneficiaries and family members.

Estate and Tax Planning Services
  • Wills
  • Trusts
  • Financial Powers of Attorney
  • Health Care Powers of Attorney
  • Advanced directives
  • Charitable trusts
  • Family limited partnerships
  • Gift and generation-skipping transfer tax planning
  • Lifetime wealth transfer through qualified personal residence trusts
  • Planned giving
  • Prenuptial agreements
  • Post-marital agreements
  • Private foundations
  • Spousal trusts

 


Client tested. Peer approved.

Contact Solliday Law at 602 559 4800 for your Estate and Tax Planning legal needs.