Estate Planning and Tax Law Attorneys​

We provide counsel on estate planning to minimize estate taxes and bequeath your legacy as you intend using a combination of trust planning (including charitable trusts (CRT), grantor trusts, other irrevocable trusts), structure family businesses, provide asset specific structures, etc. Standard base planning starts with a will, power of attorney and advanced directive for healthcare with more complex strategies layered upon and drafted in conjunction or in stages to work with the base documents. 

Our audit experience with large estates (including potentially prominent ones) is especially helpful in the area of intellectual property and rights of publicity protection issues for our clients in the creative and talent driven fields, including athletes, artists, actors, authors performers, musicians, and technical experts such as scientists and engineers. We incorporate our valuation analysis and asset protection knowledge to protecting your brand, invention, and name, likeness and image.  We also collaborate with intellectual property professionals where feasible to provide services beyond comprehensive legacy planning and protection beyond estate planning and administration to include trademark, copyright and patent protections.

We counsel you step by step on starting, growing, building and expanding businesses across multiple jurisdictions. We integrate this practice with our trusts and estates practice often to provide comprehensive legacy planning and protection.

We have developed professional relationships with attorneys and other professionals domestically and abroad to provide comprehensive services to our clients. Clients with international assets often require complementary plans and administration of assets abroad and we facilitate the process through these relationships. We are also intimately familiar with complex valuation issues and tax implications, especially Subchapter F considerations, and develop plans that are catered to our global client base’s unique needs.

We will facilitate your role as a personal representative, executor, fiduciary or beneficiary by providing full estate administration services including, filing the petition for probate, preparing and filing all probate forms (inventory, accounting, etc), preparing and filing all necessary tax returns Forms 706, Federal Estate Tax Return, related state, gift, and income tax returns (including Forms 709, F0rms 1041, etc.), obtaining and reviewing appraisals and evaluations, formulating and administering distributions and assisting the fiduciary to comply with all applicable state, foreign, and federal requirements. We collaborate with a network of colleagues and professionals in other jurisdictions (domestic and international) to streamline the process.

Founded by a former IRS estate tax attorney who audited estates exceeding $1 billion and of decedents residing and with assets both domestic and foreign, we are especially well-versed in navigating all the complexities of U.S. law and also collaborating with counsel abroad to navigate the foreign complexities in the estate administration and planning process. We have developed close professional relationships and work effectively with attorneys in multiple jurisdictions, including the United Kingdom, Spain, France, Canada, the Middle East, and India. We guide our clients every step of the way and take an active role in the administering of the estate so that our clients can focus on their families, business, and other matters, of great concern while we handle the legal implications to ensure a smooth and effective transition of a decedent’s assets.

The Royal Law Firm PLLC has a long history of serving the nonprofit sector. We also discount our standard fee schedule for our nonprofit clients qualifying as public charities and for educational institutions.  Many of our attorneys have contributed numerous hours and resources to nonprofits focused on civil rights, supporting women and minority groups, veterans, animal welfare, the arts, and education. We are intimately familiar with the organizational and operational compliance requirements for nonprofits.

We provide counsel to clients in the nonprofit sector in various capacities, including advising trust officers on their fiduciary duties in trust administration, tax-exempt 501(c)(3) (public charities) organizations on applicable laws, private foundations, social service organizations, social benevolent organizations, social clubs, veterans organizations, including corporate fiduciaries (who administer charitable trusts and cemetery trusts), private foundations, sporting organizations, academic institutions (colleges and universities), educational foundations, religious organizations (churches, temples (mandir), mosques, synagogues, etc.) , research organizations, and similar nonprofits.

With our extensive experience with IRS practice and procedures, we represent our clients on various tax assessment issues in personal and business income, partnership, corporate, estate, and, and gift tax. From providing guidance and counsel during audits, to settlement negotiations, and evaluating payment options (installment agreements, offers in compromise, etc.), we can help you resolve your tax debt and be in compliance, efficiently and effectively.