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TAX, TRUSTS & ESTATE PLANNING

At Balian Law, we craft personalized estate plans designed to protect your wealth and ensure a smooth transfer of assets to future generations—all while minimizing tax exposure. We utilize both straightforward and sophisticated planning strategies based on each client’s unique circumstances. Our services include the preparation of wills, living wills, powers of attorney, revocable and irrevocable trusts, charitable foundations, family limited partnerships, and other estate planning structures that support long-term financial goals and maximize gifting potential.

For business owners, we provide tailored Business Succession Planning solutions to help ensure a secure and tax-efficient transition of ownership and leadership. Whether you're preparing to retire, transfer your business to family members, or sell to a third party, our attorneys focus on maximizing your financial security while supporting the continuity of your business operations through the next generation or new ownership.

 

With deep experience in both corporate law and estate planning, Balian Law is uniquely positioned to serve as trusted counsel for all aspects of your personal and business affairs. Our Tax, Trusts & Estates team also represents clients in matters before the IRS and state tax authorities, including income tax audits, estate and gift tax issues, and other tax controversies.

 

We work closely with your existing advisors—accountants, financial planners, trust officers, and insurance professionals—to deliver coordinated, forward-thinking plans for asset protection, lifetime gifting, and intergenerational wealth transfer. Our attorneys and support staff also guide fiduciaries through the estate and trust administration process, assisting with tax returns, asset valuations, audits, and the final settlement of estates. If disputes arise, Balian Law is fully prepared to resolve them through negotiation or litigation to protect our clients’ interests.

Filling Out Tax Form

TAXATION - BUSINESS
 

At Balian Law, we offer strategic tax law services tailored to the unique needs of businesses. From entity selection and structuring to ongoing tax planning and compliance, we help companies minimize liabilities and stay ahead of regulatory changes. Our team represents businesses in purchases, sales, leases, loans, contracts, providing knowledgeable advocacy and practical solutions to protect you and your family’s financial interests.

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TAXATION (PERSONAL)

For individuals, we provide guidance on a wide range of personal tax matters, including income tax planning, IRS issues, audits, and tax debt resolution. Whether you're navigating a complex return or facing a tax controversy, we work closely with you to develop a personalized strategy that ensures compliance, reduces exposure, and secures your financial future.

Below is a summary of our key focus areas and experience within this field of practice:

Estate Planning
Estate Administration
Probate
Advanced Tax Planning

Probate & Estate Litigation

Will Contests

Executor and Trusteeship Services

Fiduciary Counseling and Accountings

Irrevocable and Revocable Trusts

Private Charities and Foundations

Inheritance, Gift, and Estate Tax Returns

Beneficiary Representation

Medicaid Asset Protections Trusts

Succession Planning
Fiduciary Counseling Services
Guardianships
Conservatorship

Beneficiary Representation

Medicaid Asset Protections Trusts

Accountings

Irrevocable and Revocable Trusts

Private Charities and Foundations

Inheritance, Gift, and Estate Tax Returns

Beneficiary Representation

Medicaid Asset Protections Trusts

CLAT, CLUTS, GRATs, SLATs, CRTs, ILITS

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