We represent clients in structuring their business transactions as well as planning their charitable giving, income tax and estate tax matters. Our goal is to provide the most sophisticated and effective estate planning advice in conjunction with practical business planning. Because all of our attorneys concentrate on estate and income tax planning matters, we believe that Levin Schreder & Carey Ltd. is uniquely suited to providing legal advice for the most complicated scenarios, as well as typical planning matters.
In addition to planning, we also represent executors, trustees, beneficiaries, charities and business owners in the litigation and mediation of estate, trust and guardianship matters. Whether a will or a trust contest, claims against an estate, or dispute over the administration of a trust or operation of a family business, it is the experience our lawyers bring to bear that provides clients with the resources to make good decisions on resolution options – settlement, the courtroom or mediation.
With respect to tax matters, Levin Schreder & Carey Ltd. understands that in order to properly advise clients, our lawyers need to become keenly familiar with a client’s desires and goals. Our lawyers listen carefully to the needs and concerns expressed by clients and, in turn, recommend tax efficient solutions to meet each client’s specific objectives.
Our clients deserve and expect personal and timely communication, and that is what Levin Schreder & Carey lawyers deliver. We also present ideas and options for our clients so they can act opportunistically to achieve their goals as circumstances change over time. As a result of our forward thinking collaboration with clients, many individuals and business owners look to us for guidance in choosing and working with other professionals, including accountants, investment advisors and real estate or corporate transaction attorneys.