Estate Tax Planning | Estate and Inheritance Tax Return Preparation and Filing

Whether you are planning or administering an estate, there are significant tax issues that need to be addressed. During the planning process, the choice of strategy can have a dramatic impact on potential tax liability. As a part of the administration, you’ll need to prepare and file estate and inheritance tax returns, as well as final income tax returns, all of which involve substantial tax planning and strategy. You want a lawyer with extensive knowledge of and experience working with estate tax matters. We can help.

At the Knee Law Firm, LLC, in Hackensack, New Jersey, attorneys Robert and Peggy Sheahan Knee bring more than 60 years of combined legal experience to individuals who need estate tax advice or preparation assistance. You’ll get the breadth and depth of legal services you expect only from a large law firm with the personal service and attention of a boutique law practice. And you’ll work with attorneys with extensive knowledge and experience dealing with the issues facing you—attorney Peggy Sheahan Knee has a Masters in Taxation from New York University School of Law, and is admitted to practice before the United States Tax Court.

To schedule a confidential consultation, contact us online or call our office at 201-996-1200.

Our Tax Planning and Preparation Practice

We will work with you at any stage of an estate matter, whether you are just putting your estate planning in place, or you have been named an executor and need to settle an estate in the probate court. We’ll explain the potential tax implications of different estate planning strategies, so that you can implement measures to minimize your estate tax liability.

We also work closely with executors, administrators and personal representatives, helping you prepare and file all necessary tax returns, including estate, inheritance and income tax filings. We’ll also advise you regarding any strategies that can be employed during the estate administration process to minimize tax liability.

Contact Our Office

To learn how we can help you with estate tax planning, send us an e-mail or call our office at 201-996-1200.

New Jersey SuperLawyers | AV-Rated Under Martindale-Hubbell’s Peer Review System