Practice Areas

Tax, Estate Planning & Pension

Laws governing trusts, estates, retirement programs and taxes are complicated, nuanced and in a state of constant flux. Carlsmith Ball attorneys work closely with our individual and corporate clients in this complex area of the law, which often requires customized approaches.

Our attorneys help clients structure organizations, transactions and personal affairs while considering the potential tax ramifications. We represent clients in all types of tax matters at the federal, state, local and international levels.

Our personal touch extends to estate planning. We help ensure our clients’ assets are managed efficiently in ways that protect both financial gains and family assets, and minimize potential legal disputes when the time comes for generational wealth transfers.

We are also proud of our experience in pension law. Our attorneys assist companies in establishing benefits programs and managing executive compensation for:

  • Government agencies
  • Non-profit organizations
  • Private businesses
  • Publicly traded companies

Our firm also provides legal services for entrepreneurs trying to bring ideas to life, growing family businesses, individuals who wish to make planned-giving arrangements, and philanthropic organizations and private foundations.