Estate and Gift Tax Litigation

Our estate and gift tax litigators are recognized leaders in the administrative and judicial resolution of estate, gift, and generation-skipping tax controversies. We have successfully challenged the IRS on many vanguard issues in the tax area, including valuation of closely-held family entities and other illiquid family assets and the validity of various widely utilized estate planning techniques. Members of our estate and gift tax litigation practice group have represented taxpayers in numerous contested cases of national significance that have resulted in published decisions of the U.S. Tax Court, the U.S. District Court, and the U.S. Courts of Appeals.

We have developed a collaborative, multi-disciplinary professional approach in our representation of taxpayers in this type of specialized tax dispute. A selected team of our attorneys leads the taxpayer and the taxpayer’s other expert tax and financial advisors in the defense of estate and gift tax return reporting positions that have been questioned or opposed by the IRS. Successful estate and gift tax engagements of this nature typically involve a pooling of professional resources with the taxpayer’s accountants, appraisers, and other financial advisors.

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Read about representative cases & clients in this area