As a full-service law firm, Dorsey can offer clients extensive and diverse practical experience — throughout the United States — in the areas of tax, trusts and estates. We assist both individuals and fiduciaries — including professionals, corporate executives, trust companies, business owners and multigenerational families with significant wealth — to achieve their business, financial and family goals efficiently and at the lowest possible tax cost.
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As a full-service law firm, Dorsey can offer clients extensive and diverse practical experience — throughout the United States — in the areas of tax, trusts and estates. We assist both individuals and fiduciaries — including professionals, corporate executives, trust companies, business owners and multigenerational families with significant wealth — to achieve their business, financial and family goals efficiently and at the lowest possible tax cost.
Trusts & Estates
Understanding our clients’ estate planning and business succession objectives is our first priority. With more than 20 trusts and estates lawyers , Dorsey provides the specialized skills and advice necessary to achieve those objectives. We work with our clients in connection with their wills and trusts; charitable giving; family-owned business succession planning; executive compensation, including stock options and benefits; international estate planning; estate and trust litigation; education funding; and estate and trust administration.
Taxation
Dorsey tax professionals and accountants — a number of whom are CPAs or have LL.M.s in taxation — represent individual, corporate and other business clients in a wide variety of federal, state and local tax planning or preparation issues, including transfer-tax strategies, income tax planning and return compliance, audits, family office representation, taxable and tax-exempt financing, and Indian and gaming.
Umbrella Services
Our first objective is to help clients avoid needless litigation by thorough planning and risk assessment. Some disputes, however, require legal intervention. Our Trusts and Estates Litigation practice is a good example of client-serving synergy, where trial specialists work together with trusts and estates lawyers to provide the strongest, most efficient services to clients involved in a trust or estate litigation matter. The award-winning litigators in our Tax Controversy practice, meanwhile, handle corporate tax disputes before federal, state and international tax authorities, including the European Court of Justice and the House of Lords.
For those individual clients who prefer to work directly with their legal advisors in the management of their trust and other fiduciary accounts, Dorsey & Whitney Trust Company LLC is available as an additional service. While the services of Dorsey and our trust company are separate, this option provides an integrated approach to estate planning and fiduciary service by combining the services of the law firm and the trust company.
We welcome the opportunity to discuss how our Tax, Trusts and Estates group can assist you.