Taxation

The Law Office of Elizabeth S. Cassidy represents individuals and fiduciaries in connection with all aspects of estate planning and trust administration, including advice regarding the income taxation of estates, trusts, and beneficiaries; estate, gift, and generation-skipping transfer tax matters; the use of charitable-giving techniques to implement estate plans of clients; and complex tax and other problems involving estates, trusts, and beneficiaries.

Ms. Cassidy routinely advises clients regarding issues related to:

• Gift taxation
• Estate taxation
• Income taxation
• Generation-skipping transfer taxes
• Step-up in basis for capital gains tax purposes
• Charitable giving and charitable planning

Elizabeth S. Cassidy was a tax attorney with the Internal Revenue Service for nine years, and draws upon this experience in formulating estate planning strategies or when counseling her clients on taxation issues.  Ms. Cassidy prepares gift tax returns, estate tax returns and decedent tax returns on behalf of her clients.  She also assists clients with trust administration, including preparation of Crummey notices to beneficiaries after a gift has been made to an irrevocable trust. 

If you need assistance with an estate planning or taxation issue, contact the Law Office of Elizabeth S. Cassidy by e-mail, or call (925) 371-1804 to schedule a complimentary consultation.