Complex Estate & Tax Planning

Complex Estate & Tax Planning Lawyers in Las Vegas, NV

Leveraging unparalleled experience and education, our attorneys at Winters Spelman, PLLC provide premier estate and tax planning services for individuals with complex assets, business interests, and family dynamics. Attorney Matthew J. Winters is one of only a few lawyers in the Las Vegas area with a Master of Laws (LL.M.) degree in taxation. His unique knowledge informs our estate and tax planning offerings, allowing us to better help clients minimize liabilities and preserve wealth and assets. 

Learn more about how our Las Vegas complex estate and tax planning lawyers can assist you in a complimentary consultation. Call (702) 710-0199 or connect with us online to request yours.

What Makes an Estate Complex?

When you think of estate planning, you may imagine creating a will or a simple trust. Often, these things will suffice for standard estates. However, if your estate is complex, you must approach these matters with nuance and meticulous strategy.

Some common elements that can make an estate more complex include:

  • High net worth: When the value of your estate is significant and nears or even exceeds the federal estate tax threshold, you may need to take special measures to protect assets and maximize tax savings.
  • Business ownership: If you own/co-own a business or are invested in numerous enterprises, specific strategies are necessary for determining how to manage and transfer your interests should you pass away.
  • International assets: As the owner of property or assets in multiple countries, you must account for different tax laws and regulations when establishing your estate plan.
  • Blended families: When you have children from previous marriages or non-traditional family dynamics, you must make special considerations to make certain everyone is provided for according to your wishes.
SETTING A NEW STANDARD When You're Facing A Battle, You Need a Trial-Tested Team

Our experienced attorneys have a long history of success on your side.

Our Estate Planning Offerings

We offer highly personalized services to help clients with high net worth and specific family needs to achieve their estate planning goals and get peace of mind. Our team dedicates significant time and attention to every case and strives to build meaningful relationships with clients. 

You can turn to us for these estate planning matters and others:

The Importance of Tax Planning

While estate planning focuses on the distribution of assets upon death, tax planning is concerned with minimizing potential taxes and liabilities during life and after death. Our attorneys have extensive knowledge of federal and state tax laws, as well as experience with various complex financial structures such as trusts, partnerships, and corporations. This allows us to create comprehensive tax plans that can reduce potential taxes and shield assets from creditors.

Continue Reading Read Less

Tax Planning Strategies for Individuals with High Net Worth

Utilizing Attorney Winters’s distinct knowledge of tax laws and regulations, we can assist individuals with high net worth in the following:

  • Gift tax planning: Gifting assets while you are still alive is one way to reduce the overall value of your estate.
  • Irrevocable life insurance trusts: These let you remove a life insurance policy from your estate, reducing its taxable value.
  • Grantor retained annuity trusts: With this type of trust, you can transfer assets to beneficiaries while retaining an income stream from the trust for a specific period.
  • Family limited partnership (FLP): This allows you to move assets into a partnership, reducing their taxable value while still maintaining control over them.

The above are just a few tools that could feature in your tax planning strategy. To discuss your specific situation with one of our Las Vegas complex estate and tax planning Attorneys, request a consultation. 

Prepare for the Future Confidently with Winters Spelman, PLLC

Our founding partners, Attorneys Matthew J. Winters and S. Alex Spelman, established this firm to protect our clients and community. This ethos is central to our complex estate and tax planning services. We are here to preserve your family’s legacy and financial interests, so you can feel assured about the future.

Connect with us online or call (702) 710-0199. We represent clients throughout Las Vegas, Las Vegas, and Clark County. 

  • Committed to Excellence

    As a boutique firm, we focus on quality over quantity, allowing us to handle even the most complex cases with confidence. 

  • Integrity & Community

    We're committed to protecting our clients and serving the Nevada community, acting with honesty and working for your best interests.

  • Personalized Client Care

    We take the time to understand each client's unique situation, offering tailored legal advice and building long-lasting relationships.

  • Every Case Prepared for Trial

    With decades of experience winning in the courtroom, we approach each case with the possibility of a trial, ready for any outcome.

Winters Spelman Confidently Tackling The Most Complex Cases

Our Boutique Firm Focuses on Quality, Not Quantity

Have questions? Ready to get started? Our attorneys are here to help. You can reach us at (702) 710-0199 or by filling out the form below.

  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.
  • By submitting, you agree to be contacted about your request & other information using automated technology. Message frequency varies. Msg & data rates may apply. Text STOP to cancel. Acceptable Use Policy