The firm represents trustees and personal representatives in the probate and trust settlement process.  We counsel clients regarding their fiduciary responsibilities.  We review the tax implications in the settlement process and prepare all required federal estate tax returns. 

The Tax Controversy practice includes client representation in federal, state and local tax matters.  Mr. West has represented over two hundred companies and individuals in Federal Tax Court Litigation, Administrative Appeals, and Audit Settlement.  He has contested §1031 exchanges; VEBA union issues; FBAR and failure to file foreign tax; stock redemptions under §317; hedging loss deductibility; coal royalties; reasonable compensation; estate valuation issues with an FLP; capital vs. ordinary loss deduction; ordinary vs. catastrophic loss deduction; business vs. hobby loss deduction; personal vs. business loss; late S elections; and property settlement vs. alimony.  He has successfully contested state tax cases in FL, NY, CA, GA, MA, PA and OH involving income tax; sales and use tax; intangible tax; property tax; documentary stamp tax; and state estate tax. 

The Trust and Estate planning practice includes advising clients in all matters relating to estate planning.  We assist clients with their estate planning through preparation of Wills, Revocable Trusts, Irrevocable Trusts, Living Wills, Health Care Directives and Durable Powers of Attorney.  We provide family wealth transfer planning to minimize estate and gift taxes through the formation of Family Foundations, Charitable Remainder Trusts, Qualified Personal Residence Trusts and Grantor Remainder Trusts. 

John West, P.A.