Law Office of David Hellman
We help clients build, preserve and pass on their wealth through tax,
estate planning, real estate and business strategies.



Taxation Law
Estate Planning
Real Estate Law
Business Strategies





Updated Tax Newsletter for 2012

IF YOU CAN USE OUR ASSISTANCE WITH ANY OF THESE MATTERS PLEASE CALL OUR OFFICE

See the Updated Tax Newsletters for 2012

   Taxation:

  • Are you paying more taxes than legally required?
  • Are your assets positioned to minimize your taxes in the future?

   Estate Planning/Trusts/
   Probates/Conservatorships:

  • Will your intended heirs receive your assets as you have planned?
  • If you become incapacitated, will your assets be managed for you and will someone be there to make crucial decisions for you?
  • Will your assets provide for you during retirement?
  • Will your assets provide for you if you become incapacitated or need nursing home care?
  • Are there alternatives to meet health care costs and leave assets for your family?

    Telephone and in-office appointments are available to discuss your particular circumstances.

   Real Estate:

  • Can you take advantage of a 1031 Exchange to defer taxes on the sale of your investment or business property?
  • Is there a way to co-own property with relatives or friends to achieve your mutual goals?
  • Who can provide legal representation for sophisticated institutional financing of your property?
  • Are the legal documents for your real estate transaction meeting your needs?

   Business:

  • Are you using the best form of business entity to conduct your business?
  • Will your business be transferred to the desired person under the most advantageous economic circumstances to benefit you and your family upon retirement or premature death?
  • Will your best interests be served by the legal documents you are being asked to sign?