SUCCESSION PLANNING AND COMPLIANCE
The estate and gift tax planning world can be complex. The professionals at PDM work with you and your entire team to develop an effective strategy to reduce gift and estate taxes to preserve your wealth.
We partner with you to design custom strategies that are comprehensive in meeting all your concerns, both in the short and the long term. The partners at PDM represent a wide range of ages, enabling us to relate to the concerns of each generation. We work as an integrated team with your estate attorney and investment advisors to create a solid estate plan.
PDM has years of experience in facilitating a smooth transition from business owners to family or outside buyers and coaching the transition team to ensure a successful changeover.
We specialize in planning and compliance when working with high-net-worth individuals, including
Preparation of federal and state estate, gift, fiduciary, and foundation income tax returns
Review of estate planning documents
Implementing lifetime gifting strategies
Structuring of trusts
Generation-skipping transfer tax issues
Multi-generational planning
Business succession planning
Establishment, operation, and compliance of private foundations and public charities
Counsel regarding administration of trusts
Representation for IRS and state taxing authorities audits