Tax, Trusts and Estates

As a full-service law firm, Dorsey & Whitney offers its clients extensive and diverse practical experience in all areas of tax, trusts and estates.

Tax

Dorsey’s tax group provides federal, state and international tax advice to a wide variety of clients – from start-ups to multinational corporations – at all stages of their life cycle. Our tax attorneys are experts at identifying and resolving tax issues related to mergers & acquisitions, spinoffs and corporate restructurings, debt and equity financings, entity formation, equity compensation, partnerships and LLCs, state and local tax matters and international taxation, including cross-border investments, international tax planning and technology transfer and licensing arrangements. Our tax attorneys carefully guide clients through the myriad of complex tax rules and regulations and provide practical and comprehensive solutions that help clients achieve their business objectives.

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. 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 Litigation

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.

Dorsey & Whitney Trust Company

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 our law firm and trust company.

We welcome the opportunity to discuss how our Tax, Trusts and Estates group can assist you.