Tax, Trusts & Estates Practice Group
Nauman Smith offers its clients sophisticated tax and estate planning services, and regularly represents executors in connection with the administration of large and small estates. The firm is also highly regarded in the area of nonprofit law and our attorneys are considered experts with respect to community foundations. Our legal services include:
Tax Planning / Tax Controversy
Nauman Smith's tax practice provides corporations, partnerships and individuals with strategic tax planning advice, analysis and representation on a variety of federal, state and local tax matters. We advise small and large businesses regarding the tax implications of choice of entity, reorganizations, acquisitions, mergers and consolidations, succession planning, and real estate transactions, and we advise individual clients regarding tax-savings strategies for wealth transfers during life and upon death. We also represent clients in tax controversy matters at all levels within the IRS, at the Pennsylvania Board of Finance and Revenue and at various local agencies.
Estate Planning and Wealth Preservation
Insightful estate planning is essential for the preservation of acquired family wealth. This requires careful consideration of the client's objectives, the impact of federal and state tax laws on the estate disposition, and the protection of the interests of estate beneficiaries. At Nauman Smith, we utilize the most effective tax and estate planning techniques to minimize the tax consequences to individual estate plans consistent with the overall planning goals of the client. We can provide simple and complex wills, trusts, durable powers of attorney, living wills, inter vivos (living) trusts, charitable, educational and special needs trusts.
Estate and Trust Administration
The Nauman Smith legal team assists clients with the administration of decedents' estates by efficiently guiding personal representatives through the probate process from initial filing through asset distribution and closing of the estate. We advise our clients regarding their fiduciary responsibilities and assist with dispute resolution. We also provide legal counsel with respect to trust administration including requests for modification and termination of trusts.
Nonprofits and Community Foundations
Nauman Smith's many nonprofit clients include health care organizations, community foundations, professional societies, business associations, public charities and private foundations. We provide a full range of legal services including advice on employment issues, executive compensation, real estate and transactional matters, tax and unrelated business income issues, corporate governance, fiduciary issues and legal compliance with state and federal laws. We assist clients with incorporation of new nonprofit organizations, including qualification for exempt status with the IRS and development of fund-raising activities. We advise clients regarding charitable solicitations and charitable giving, and various planned giving options including charitable remainder trusts, charitable lead trusts, gifts of real estate, life insurance and retirement accounts, and other significant gifts. The Firm's attorneys have also developed particular expertise converting community foundations from trust form to corporate form.
For more information, contact Suzanne S. Friday, Spencer G. Nauman, or J. Stephen Feinour.
Practicing Attorneys:
Spencer G. Nauman, Jr
717.236.3010
J. Stephen Feinour
717.236.3010
Suzanne S. Friday
717.236.3010
Also, read:
Nauman Smith Shissler & Hall, LLP
200 North 3rd Street, 18th Floor
P.O. Box 840
Harrisburg, PA 17101
717.236.3010
fax: 717.234.1925
info@nssh.com