Areas of Practice

Lukinovich advises its clients with strategic business, tax and wealth preservation planning. Lukinovich also advises with planning for business acquisitions, business sales, transitions of ownership and management, multigenerational estate planning, wills, trusts, probate, general legal and tax planning for entrepreneurs, business executives, professional athletes, privately-held companies, their owners and their families.

 

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Strategic Tax and Business Planning for Closely-Held Businesses

Our attorneys are experienced in analyzing the intricacies of tax issues encountered by “C” and “S” corporations, real estate, various general and limited partnerships, business trusts, limited liability companies and other business organizations.

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Tax, Wealth Preservation and Estate Planning for Individuals

We discuss with our clients, and help them to address, their concerns about retaining control over gifted assets. We explain how trusts, family limited partnerships, limited liability companies, and other sophisticated techniques can be used to manage family assets.

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Trusts and Estates

We prepare lifetime trusts and wills for clients after thorough discussions and analysis of their individual circumstances and goals, using our knowledge, skills and expertise.

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Successions and Probate Administration

We work with the executors of our clients’ estates to assist them in estate administration, including collecting and valuing assets, selling estate property to pay debts or taxes, and dividing and distributing property of the net estate to the heirs or legatees.

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Exit Planning for Business Owners & Business Succession Planning

We advise our clients who are interested in making charitable donations about how best to benefit both the charity and their families by minimizing income, gift and estate taxes.

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Charitable Giving for Wealth Management

Charitable giving advice is a value-adding element in an estate advisor’s portfolio and a service welcomed by clients who expect an integrated approach to their wealth management. We advise our clients who are interested in making charitable donations about how best to benefit both the charity and their families by minimizing income, gift and estate taxes. We review various methods for charitable giving, including charitable annuity trusts and unitrusts, and gifts through private foundations. We assist in establishing private foundations, public charities, and other nonprofit organizations, and in obtaining and maintaining tax-exempt status.

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Nonprofit Training & Advisory Services

Nonprofit organizations provide vital services that enhance the quality of life in communities across our region. Our training and advisory services help nonprofit organizations develop an integrated approach to improve their effectiveness and positively impact our communities. We train boards to understand their legal responsibilities and to minimize their exposure to liability. We train and advise leadership and management on the legal and technical aspects of operating a nonprofit organization, best practices, sound financial practices, prudent asset management, resource development, and capacity building. We guide them every step of the way.

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Call our law office today at (504) 818-0401 or contact us online for more information on our areas of practice.