Specialties

Mr. Roth advises individuals and businesses regarding their tax, business and estate planning needs. Among the areas in which he has rendered advice are:

  • Total representation before the Internal Revenue Service for tax audits as well as litigation tax controversies in the appropriate judicial forum
  • Structuring an estate plan for clients considering their personal goals and accompanying tax benefits
  • Asset protection planning for individuals and businesses
  • Preparation of wills and revocable living trusts as well as documents providing for incapacity
  • Preparation of generation skipping transfer trusts, grantor retained unitrust and annuity trusts as well as qualified residential property trusts
  • Preparation of life insurance trusts and deferred compensation agreements
  • Preparation of charitable remainder and lead trusts as well as family charitable foundations
  • Preparation of stockholders and partnership agreements, employment and independent contractor agreements, family limited partnerships and corporate documentation
  • Tax advice and business acquisitions and stock purchases and sales
  • Corporate spin and split offs and the structuring of similar transactions
  • Representation of sports and entertainment figures, including negotiation of contracts, tax and budget planning

Knowledge Base

    Legal News

  • Survey on CNN Headline News states that only 50% of Americans have a will. If a person dies without a will, state law dictates how their assets(everything you have) will be distributed.
  • HR Bill 436 is circulating in the House of Representatives. This bill would freeze the estate tax exemption at $3,500,000 and eliminate minority and marketability discounts for partnerships that are not actively conducting business. Other proposals are expected to be considered in revising current estate tax law.