Lacy Katzen attorneys and support professionals remind you that we are here to help!  We remain committed to providing uninterrupted excellent client service during the Covid-19 crisis as we continue to do our part in protecting the health and well-being of our co-workers, family members and our community.  Read More
You are currently using Internet Explorer to browse our website. This website is best viewed by utilizing an alternate web browser as some features may not be visible.
OK
X
HOME|CAREERS|ABOUT585.454.5650Search Icon
Banner Image Banner-ElderLaw.jpg
PRACTICES

Estate, Gift & Income Tax Planning

PRACTICES

Estate, Gift & Income Tax Planning

Estate, gift and income tax planning involves changing tax laws, tax rates, exemption amounts and the temporary nature of certain tax provisions. Our elder law attorneys help clients build elder law/Medicaid plans to identify and minimize estate, gift and income taxes within their overall planning objectives.

Our services include:
  • Identifying and organizing existing assets, including life insurance proceeds, IRAs or other retirement benefits, jointly owned property and assets with transfer-on-death registrations
  • Navigating various state and federal estate, income, fiduciary and gift tax laws and tax rates
  • Minimizing estate tax exposure
  • Establishing estate planning documents and asset structures, which consider the current and pending changes to the estate tax rules
  • Consulting with client’s existing trusted tax professionals to review, explain and partner in achieving the most efficient tax benefit
 
 
Home About OfficesFAQs Careers Recent Articles
Lacy Katzen LLP Attorneys at Law.
Site designed & developed by Scriptable Solutions.

Client Rights | Accessibility | Contact Us
Lacy Katze, LLP Logo in White
DEDICATED
TRUSTED
EXPERIENCED

585.454.5650
Main Office
Lacy Katzen Law Firm
600 Bausch & Lomb Place
Rochester, NY 14604


Open Monday - Friday
8:00am - 4:00pm
Facebook icon
LinkedIn icon
The "New York State Rules of Professional Conduct" establishes various criteria governing attorney advertising and solicitation. Pursuant to these rules, portions of this website may be considered ATTORNEY ADVERTISING.