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Estate, Gift & Income Tax Planning

Estate, Gift and Income Tax Planning Lawyer Assists Clients in Florida

Clearwater attorney works to protect your wealth

If your estate is large enough to trigger the federal estate tax, J. Marvin Guthrie Attorney at Law can help you reduce your exposure through prudent planning, including business succession plans and wealth transfers to your eventual heirs.

I assist clients by structuring business transactions, planning their charitable giving, and advising on income and estate tax matters. I work to minimize the impact of income taxes, gift taxes, estate taxes and generation-skipping transfer taxes on clients and their heirs. Through the strategic use of cutting-edge and traditional income- and asset-transfer devices, I will help you take full advantage of all applicable tax credits, deductions, exemptions and elections, so you can transfer your wealth with maximum benefit for your business, your family and your philanthropic beneficiaries.

Taxation planning advice from an experienced professional

You should never make a decision about structuring or transferring assets without understanding the tax consequences. I provide tax advice to individuals, executors, trustees and businesses on a wide range of issues. In my full-service estate planning law firm, I provide reliable advice on matters related to:

  • Federal estate tax
  • Federal gift tax
  • Personal and business income tax
  • Stepped-up cost basis
  • Capital gains taxes
  • 1031 exchanges
  • Alternate valuation elections
  • Generation-skipping taxes
  • Revocable, irrevocable, grantor and charitable trusts
  • Business taxation for S-corporations, limited liability corporations, partnerships, and other entities

Understanding the tax consequences of the financial decisions you make, especially those involving bequests and gifts, will allow you to preserve your wealth so you can pass it on to those of your choosing. I offer the seasoned advice and sound planning that makes that possible.

Contact a skilled estate, gift and income tax lawyer in Florida

For sound advice on estate, gift and income tax planning, call J. Marvin Guthrie Attorney at Law at 727-449-1600 or contact me online to schedule your initial consultation at my Clearwater office.

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Office Location
  • Clearwater Office
    1230 S. Myrtle Avenue
    Suite 101
    Clearwater, Florida 33756
    Phone: 727-449-1600
    Fax: 727-449-0081