Leech Tishman’s multidisciplinary team of lawyers collaborate to advise clients on a wide range of tax and estate planning issues. Our firm is well-positioned to serve clients in major financial hubs and jurisdictions across the nation, including Los Angeles, New York, Chicago, Pittsburgh, Philadelphia, Washington, D.C., Wilmington, DE, and more. Our attorneys also advise on international tax matters.
Our Tax Group
Our Tax attorneys provide tax planning strategies to individuals, publicly owned companies, closely held businesses, entrepreneurs and start-ups, non-profit organizations, and private foundations.
Many of our lawyers are Certified Public Accountants (CPAs). Our grasp of fundamental accounting principles has helped the firm forge strong, working relationships with small and regional public accounting practices. We are accustomed to partnering with our clients’ financial advisors and accountants to provide a legal perspective on legal and tax issues.
Our team works closely with the Estates & Trusts Practice Group to effectively address any tax issues involved with complex client situations where both income tax planning and estate planning issues are important to the outcome.
Transactional Income Tax Analysis
International Tax Issues
IRS Audits & Appeals
Captive Insurance Companies
Nonprofits & Tax-Exempt Organizations
Business & Personal Income Tax Planning
Our Estates & Trusts Group
The Estates & Trusts Practice Group also routinely advises individuals, families, and businesses on navigating complicated laws and tax codes, as well as providing estate planning and administration, trust planning and administration, business succession planning, and charitable giving and the formation of private foundations.
David J. DelFiandra
A. Mitchell Greene
Charles E. McKeen
Sara A. Mercer
Stefanie L. Pate
Michelle A. Ross
Luis A. Silva
Philip T. Simpson
Estates & Trusts Services
Leech Tishman’s Estates & Trusts Practice Group works closely with the firm’s Tax Practice Group to navigate complicated laws and tax codes to provide you with a comprehensive solution that ensures the appropriate disposition of your assets.
Our firm is well-respected for our experience in handling estate planning and administration issues for high-net-worth individuals and closely-held businesses. We have experience with the many corporate and operational business transaction issues involved with the transfer of closely-held businesses. In addition, we are regularly approached by nonprofit organizations and private foundations to advise them on the unique issues and benefits involved with the establishment of lifetime gifting programs.
Will Planning and Administration
Trust Preparations, Planning
Business Succession Planning
Lifetime Gifting Programs/
Charitable Gift Planning
Complex Tax Issues
How We Can Help
Our legal team has decades of experience in the development of practical, effective, and creative tax planning and estate planning for our clients. Our attorneys have a solid understanding of the complexities governing domestic and international tax matters, tax reporting and compliance issues, sophisticated estate & trust planning, and asset protection.
We committed to working with clients to formulate a unique tax strategy that helps them focus on positioning their business for continued success. Our team assists individuals and businesses in many industry sectors with forming a tax plan that minimizes their risk and enhances their bottom lines. Our trusts & estates attorneys also support individuals, families, and nonprofit organizations in sophisticated estate planning strategies, business succession planning, and complex tax issues, so they can focus on asset protection and positioning for future success. If you believe we could be of service to you, please contact us for more information.