Estate and Tax Planning

Warren Law Group represents financial and securities industry professionals, entrepreneurs, investors, and not-for-profit organizations in everything from formation and deal-making to protecting your rights in litigation and arbitrations.

Trusts and Estate Planning

Estate planning and establishing a will are essential to preparing for the future. But estate planning comes with various complications – and having a secure plan tailored to you by seasoned attorneys is not only smart but necessary. With the help of an experienced lawyer, your assets will be distributed evenly and smoothly as opposed to a drawn-out fight in court. Hiring an attorney may also help prevent matters from escalating to litigation in the first place.

The estates, wills, and trusts attorneys at Warren Law Group have the expertise to serve as your trusted legal partner for financial and estate planning, trust and estate administration, and any related probate or surrogate’s proceedings. With more than forty years of experience, our attorneys are well-versed in preparing comprehensive estate management and wealth preservation plans.

The right estate plan can help you minimize risk and preserve assets for future generations through intra-spousal transfers, lifetime trusts, insurance trusts, administration of trusts and probate, preparation of wills, asset protection services, charitable and noncharitable giving, conservatorships and guardianships, and other testamentary dispositions of property.

Wyoming Statutory Trusts

A Wyoming Statutory Trust is a trust created with the Wyoming Secretary of State for investment companies and Real Estate Investment Trusts (REITs). Wyoming Statutory Trusts are monitored and regulated by the Securities and Exchange Commission like other financial vehicles, but they are much more specific than ordinary investments and securities.

The benefits of a Wyoming Statutory Trust include state income tax advantages, robust asset protection measures through “self-settled trusts,” greater flexibility in trust management, a long duration of up to 1000 years, and strong privacy protections.

A trustee of a Wyoming Statutory Trust can be a private Wyoming LLC, making it different from regular trusts. You must seek out the service of a registered agent in Wyoming if you’re interested in this type of financial vehicle. The attorneys at Warren Law Group can help both determine if a Wyoming Statutory Trust is right for you and connect you with a registered agent.

International Clients and Commerce Guidance

Warren Law Group can help you set up and manage any international business structures that you are looking to create. During this process, we help international clients establish their brand in the United States, comply with government regulations, deal with the Foreign Account Tax Compliance Act (FATCA), plan for taxes, and serve as U.S. counsel.

At Warren Law Group, our lawyers also coordinate with attorneys in your home country to help you better understand how U.S. law operates. We often represent international clients in a variety of litigation and transactional matters throughout the United States. Our attorneys also handle litigation for our international clients in both foreign and U.S. jurisdictions.

Tax and Audit Services

Many businesses dread the possibility of being audited by the IRS. Therefore, if you receive a Notice of Audit from the IRS, you may feel anxious and concerned. You should never face an IRS audit alone. You need a competent and skillful tax defense attorney who has experience dealing and negotiating with IRS agents.

Warren Law Group can assist you by identifying any sensitive issues on your tax returns that may have triggered an audit and defending your company from potential penalties and fines. If you are facing a state tax audit, we can help you navigate your state’s tax processes and create an aggressive strategy for your state tax audit defense.

In a federal tax audit, you have the burden of proving that the income, credits, and deductions taken on your tax returns are legitimate. This makes an IRS audit especially stressful, complex, and sensitive. At Warren Law Group, our attorneys have extensive experience navigating the tax code and defending businesses from audits.

As a taxpayer, you should never ignore any notices sent by state or federal tax agencies. Ignoring an audit notice can result in severe consequences. For example, the IRS or your state tax agency will frequently send a “Notice of Proposed Assessment” with an arbitrary proposed increase to your tax liability. If you ignore the taxing agency, you will ultimately receive a notice of deficiency, which is also known as a 90-day letter.

Failure to respond within the deadline to a 90-day letter will result in the agency’s assessment and proposed tax liability being entered as a judgment against you. After that, the IRS or state tax agency will begin collection on your debt. This can seriously derail your business. You can avoid this fate by contacting a tax and financial services lawyer who can help.

Our Experienced Estate and Tax Planning Team is Ready to Assist You

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