Wills, Trusts, Probate and Trust Administration Planning for the use and distribution of your estate during a period of incapacity and at the end of life is a very personal and important matter. It presents an opportunity to memorialize your objectives for sharing the wealth you have accumulated with your family members, the charitable organizations that you support and other beneficiaries. It also enables you to foster cooperation and minimize conflict among beneficiaries. During Barbara's 40 years as an attorney, she has helped individuals achieve their estate planning goals by listening actively to their needs, desires and objectives; solving problems with suitable recommendations; preparing documents that are understandable and providing prompt, confidential legal services at a reasonable cost. And when the time arrives to implement and administer your estate plan, you can be confident that those you have designated to carry out your wishes will have Ms. Dalvano's assistance.
Tax Planning and Tax Disputes Taxes are a necessary cost of living in an organized society and we all strive to comply with the tax laws. However, as Steven LaTourette sagely quipped, "our tax code is so long it makes "War and Peace" seem breezy." By starting her legal career as an attorney with the Internal Revenue Service and earning an advanced degree in federal tax law, Barbara has built a foundation that enables her to navigate the tax laws to benefit her clients. Her consistent attendance at relevant conferences and seminars enables her to offer the best up-to-date advice to clients on federal estate, gift and generation-skipping transfer taxes as well as federal income taxes. You will receive concise, understandable and practical planning recommendations so that you can take advantage of the benefits provided by our tax laws in planning your estate, owning and operating your businesses and engaging in other economic activities. And, if a situation arises where you are in a tax dispute with the Internal Revenue Service, Barbara can assist you in resolving that conflict.
Business Matters, LLCs, Partnerships and Corporations When it comes to business matters, Barbara has first-hand knowledge and experience. More than 30 years ago, her parents started an elevator construction and maintenance company. She understands that the management and operation of a business requires tenacity, creativity and perseverance; those qualities that Barbara values and employs in her practice. She advises management on legal issues that arise in operating the business and prepares contracts to address common business situations. She is able to offer expertise in planning for the smooth succession of the ownership and management of the business.