Business Formation, Sale and Acquisition
We help clients choose and form the proper entity for their specific business and needs, including general partnerships, limited partnerships, limited liability companies and corporations. We act as advisors on business succession planning, corporate recapitalizations, buy-sell agreements and voting trusts. Our extensive expertise in all major areas of federal and state taxation helps us structure clients’ transactions to maximize their after-tax financial situation.
Legal, Tax and Financial Consulting
Delagnes, Linder & Duey, LLP offers legal, tax and financial advising associated with a wide range of limited and general partnerships, limited liability companies, corporate formations, mergers and acquisitions and leveraged buyout transactions. We also work with many of our clients on their philanthropic objectives, whether it be developing private foundations, charitable trust, endowment planning or other tax advantaged charitable sales and giving.
Trust and Estate Administration and Probate
Central to our Estate Planning services, we also provide expertise in the areas of estate and trust administration, probate, custodianships, conservatorships and guardianships. We have significant experience representing trustees, executors, heirs and beneficiaries as well as working with accounting and financial investment professionals in preparing estate and gift tax returns, calculating distributions to beneficiaries, and performing the other duties integral to acting as a fiduciary.
Delagnes, Linder & Duey, LLP advises clients on virtually all aspects of real estate acquisition, development, financing, ownership, leasing and operation. Our practice includes tax-free exchanges restructuring and liquidating troubled real estate projects and structuring real estate transactions to minimize the income, property and estate taxes involved in complex valuation and change of ownership issues. We also have significant experience in joint venture financing of large-scale real estate projects that require creative and cost effective solutions.
Estate Planning and Comprehensive Wealth Management
Delagnes, Linder & Duey, LLP offers expertise in a wide range of sophisticated estate planning, wealth management, and wealth transfer techniques. These enable high net worth individuals and families interested in protecting and passing on their wealth to the next generation to do so in a tax-efficient manner. Our services include counseling clients as to the most suitable plan for their individual situation, drafting traditional wills and trusts (e.g. living trusts, grantor trusts, minors’ trusts, and special- needs trusts), and drafting more sophisticated wealth transfer documents (e.g. family limited partnerships, “defective” trusts, charitable remainder trusts, private foundations, etc). We counsel clients on how to maximize lifetime and testamentary transfers of assets under the current tax regulations.