Estate & Personal Tax Planning

Our experienced Tax Planning attorneys at the Dobson Law Group bring deep Tax Planning experience and expertise to our clients as part of our legal services. We provide Tax Planning services to individuals, businesses (all types), estate executors, and trustees in Greenville and throughout South Carolina, North Carolina, Georgia and Florida.  We are passionate about the importance of Tax Planning for our clients, we strive to build trust as a valued partner, while protecting your interests and be “A True Advocate” for your rights.

”We earn client trust and confidence because we understand that total commitment to quality legal service is the core value in all legal representation.”

Federal and state tax laws surrounding the planning and preparation of estate and personal tax continue to change and evolve. We develop and implement aggressive tax planning strategies in collaboration with estate planning, asset protection and our elder law legal services with our clients.  The Tax laws and Tax Planning strategies, choices, and options are broad and complex and we work diligently as trusted advisors to understand your unique situation and make recommendations based on your current and future requirements and goals. Preservation of wealth, asset protection and limiting taxes and tax liability are the guiding principles by which we develop and implement our clients’ legal tax strategies, some of which include:

Estate and Personal Tax Planning Strategies, Options

  • 1031 exchanges
  • Business succession planning
  • Capital gains upon the sell of real property
  • Charitable gifting strategies
  • Cost basis; Stepped up cost-basis
  • Estate tax planning
  • Family Limited Partnerships (FLP)
  • Generation-skipping tax options
  • Gifting & gift planning strategies
  • Grantor Retained Annuity Trusts (GRATs)
  • IRA and Stretch IRA planning
  • Irrevocable Gifting Trusts
  • Irrevocable Life Insurance Trusts (ILITs)
  • Life insurance trusts
  • Limited Liability Companies (LLCs)
  • Qualified Personal Residence Trusts (QPRTs)
  • Revocable Trusts
  • Sales to Intentionally Defective Grantor Trusts (IDGTs)
  • Valuation and reduction of value strategies

Get Help! Consult a Personal Tax Planning Attorney in Greenville, South Carolina

Our experienced Tax Planning attorneys will work with you to develop a plan that addresses preservation of wealth, asset protection and the limiting of taxes and tax liability.  We encourage you to contact an experienced Tax Law lawyer at the Dobson Law Group to discuss your options and requirements at (864)271-8171 or online to schedule an initial consultation.