Our Focus is Your Advantage
At Levine DeSantis, LLC, we believe that our focus on select areas of the law gives an advantage to our clients. Rather than spreading ourselves thin and trying to be all things to all people, we have chosen to practice in specific areas in order to do them exceptionally well.
From our office in Millburn, our firm represents clients throughout Central and Northern New Jersey in estate, business and tax matters. Utilizing our entire team of attorneys, some with over 20 years of experience, we help our clients make and implement plans to protect the people and assets that are most important to them.
We help clients with their legal matters in the following practice areas:
Estates and Trusts
We make sure the all aspects of an estate plan fit together to form a complete picture.
In the area of estate planning we address:
- Property distribution planning through the coordination of wills and trusts with other legal documents.
- Tax minimization strategies
- Lifetime management strategies addressing unexpected illness or disability through the use of living wills, powers of attorney, advanced healthcare directives and living trusts
- Lifetime strategies to preserve your assets at the time of death including gifting, succession planning and irrevocable trusts
- Elder law issues
In the area of estate administration we:
- Assist in the marshalling of assets prior to their distribution
- Support individuals through the steps necessary to settle the estate of a loved one, including required federal and state tax filings
Business Law
We can assist you with business and tax issues and strategies, including:
- Establishing an appropriate business entity
- Taking on a partner or splitting from a partner
- Developing succession planning strategies
- Conducting business transactions such as mergers, acquisitions or the sale or purchase of property
- Preparing, reviewing and enforcing contracts, including buy-sell agreements
- Addressing business disputes through negotiations or litigation
Asset Protection
We provide customized asset protection solutions using a variety of tools, including:
- Prenuptial agreements
- Other marital protection strategies
- Business entity formations
- Insurance options
- Trust options
- Elder law strategies to preserve government benefits
Tax Services
In addition to preparing estate and gift tax returns, our firm offers tax advice and strategies related to:
- Choosing the most appropriate business entity for tax benefits and protection
- Resolving tax disputes and litigation
- Utilizing estate planning strategies to avoid excessive taxation
- Minimizing estate taxes and helping heirs complete appropriate tax filings
Litigation
Our firm represents and advises clients facing legal challenges in these areas:
- Tax litigation, including state and IRS tax audits and tax audit appeals
- Estate litigation including will contests and disputes among heirs
- Commercial litigation related to business transactions, contracts and partnership disputes
If you want to work with a focused law firm and an exceptional team of lawyers, contact us to schedule an appointment to discuss your estate, tax and business related concerns.
