Tax Planning

The Law Offices of James A. List, LLC can assist your family with closely held business interests and real estate, using the following tools:

  • Creation of LLCs/LLPs with voting/non-voting interests
  • Gifting strategies of closely held stock and LLC interests
  • 1031 Exchanges (the sale of one parcel of property and the purchase of another property to defer capital gains)
  • Preparation of gift tax returns
  • Creation and administration of charitable remainder trusts, charitable gift annuities, and family foundations