Estate Tax Issues

Phoenix Estate Tax Law Attorney

At Knollmiller & Arenofsky, LLP, our attorneys provide skilled assistance with all tax matters related to estates and trusts. Our principal estate planning and administration attorney, James G. Knollmiller, is a State Bar of Arizona Certified Tax Specialist and a CPA. Our legal team relies on his knowledge and experience to handle complex estate tax issues. If you are a personal representative of an estate, trustee of a trust agreement, or beginning the estate planning process, you will need advice and counsel on estate tax matters. Contact our Mesa, Arizona, tax lawyers at Knollmiller & Arenofsky, LLP to schedule an appointment.

Advising on tax matters

Tax law, and estate tax law in particular, is ever changing. Our attorneys work hard to maintain their comprehensive understanding of the State and Federal Tax Codes as they relate to estate and trust administration. We advise clients on a wide range of estate tax matters, including:

  • Marital deduction in estate tax law
  • Maximum benefit from the annual exclusion in gift tax law
  • Bypass trust to protect tax exemptions
  • Life insurance policies and how the benefits can be tax free
  • Gift tax and its effect on beneficiaries
  • Capital gains tax avoidance during your lifetime
  • Retirement benefit planning to use tax savings for your heirs

By planning for these matters, you can minimize taxes and maximize benefits to you and your heirs.

Filing tax returns for estates, individuals, and trusts

In addition to helping clients understand the Tax Code and how it applies to their situation, we also prepare and file many different types of tax returns for trusts, estates, and individuals. These include:

  • Arizona income tax (Arizona form 140)
  • Federal estate tax (IRS form 706)
  • Out-of-state estate and returns income tax
  • Federal income tax (IRS forms 1040/1041) for fiduciaries
  • Federal gift tax (IRS form 709)
  • Taxes for any locality where the testator owned property, including Arizona

For more information about estate tax issues, contact an Arizona estate tax lawyer at Knollmiller & Arenofsky, LLP.