Many people hold a significant part of their wealth in profit-sharing, pension and/or individual retirement accounts that require special attention and planning to minimize income and estate taxes when such accounts are distributed.

Our attorneys can help you develop plans that comply with the complicated tax rules regarding timing of distributions, but they will also consider your personal interests, whether those interests include retiring and accessing funds early or deferring distributions as long as possible. We have counseled many clients on tax-efficient lifetime distributions, beneficiary designations and planning for post-death distributions.