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

Baltimore Office

11019 McCormick Road, Suite 400

Hunt Valley, Maryland 21031

Eastern Shore Office

5700 Coastal Highway, Suite 100

Ocean City, Maryland 21842