Specialties
Mr. Roth advises individuals and businesses regarding their estate planning needs and related tax issues. Among the areas in which he has rendered advice are:
- Structuring an estate plan for clients considering their personal goals and accompanying tax benefits
- 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 irrevocable life insurance trusts, split dollar agreements, qualified and non-qualified deferred compensation arrangements including pension and profit sharing plans
- 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 opinions on stock purchases,
- Corporate spin and split offs and the structuring of similar transactions
- Total representation before the Internal Revenue Service for tax audits as well as litigation tax controversies in the appropriate judicial forum
- Representation of sports and entertainment figures, including negotiation of contracts, tax and financial planning