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Tax Planning – Individuals & Families

Planning is key for individuals and families who wish to assert some measure of control over how much of their estate goes to people, and how much to government entities. Inaction can lead to astonishingly negative tax ramifications. Gentry Locke tax attorneys assist clients in maximizing estates to benefit those who our clients feel are most deserving.

Our experience enables us to render advice on and prepare legal instruments for:

  • Qualified Conservation Easements
  • Establishment of Charitable Trusts
  • Gift tax minimization
  • Section 1031 Exchanges
  • Stock Redemptions
  • Shareholder Agreements
  • Family Limited Partnerships
  • Trusts
  • Charitable Contributions
  • Capital Gains
  • Individual Retirement Accounts
  • Defective Grantor Trusts
  • Personal Residence Gain Exclusion
  • Vacation or Second Homes
  • Self-Employment Taxes
  • Personal Residence Trusts
  • Unified Credit
  • Estate Tax Exemption
Have questions? Contact us.