Tax positions are not taken casually. They are evaluated for how they will hold under examination, how they affect ownership structures, and how they shape long-term wealth transfer.

The practice reflects experience on both sides of federal tax disputes. Prior service as an attorney with the Internal Revenue Service informs an understanding of how examinations develop and how Appeals evaluates risk. That perspective influences both controversy work and planning decisions.

For some clients, that means navigating significant federal exposure. For others, it means establishing a clear and well-designed estate plan at the outset. In either case, the work is deliberate and grounded in sound tax architecture.

Coordination with accountants, financial advisors, and trustees occurs when appropriate, but the legal analysis remains central to the engagement. The objective is clarity that endures.