Tax and Business Planning
Kelly Hart’s attorneys specializing in Estate Planning and Probate offer a comprehensive range of services in the areas of federal gift tax, estate tax, and generation-skipping transfer tax planning for individuals, family-owned businesses, and families of substantial wealth. Our goal is to collaborate closely with clients to safeguard their wealth and facilitate the tax-efficient transfer of assets to future generations. We place particular emphasis on business succession planning and ensuring that adequate liquidity is available during ownership transfers. Our planning techniques prioritize valuation and management concerns to achieve optimal outcomes.