Owen and Truban, PLC Attorneys and Counselors At Law

Areas of Practice

Personal Tax Planning

Estate Planning:
  • Wills
  • Living Trusts
  • Powers of Attorney
  • Advance Medical Directives
  • Guidance on Retitling to Minimize Probate
  • Special Needs Trusts
  • Life Insurance Trusts

Gifting Programs:
  • Annual Exclusion Gifts
  • Life Insurance Trusts
  • Various Other Irrevocable Trusts
  • Limited Liability Companies - LLC
  • Limited Partnerships - LP
  • Limited Liability Partnerships - LLP

Charitable Gift Planning:
  • Structuring Outright Gifts
  • Charitable Remainder Unitrusts
  • Charitable Lead Trusts
  • Charitable Annuities

Family Succession Planning:
  • Buy - Sell Agreements
  • Employment Matters
  • Focus On Intra Family Issues
  • Gifting Programs

Estate Administration and Probate:
  • Handle Administrative Matters
  • Related Estate and Tax Planning
  • Fiduciary Litigation and Disputes

Business Tax Planning

Structuring and Advising Business Entities:
  • C Corporations
  • S Corporations
  • Partnerships
  • Limited Liability Companies - LLC
  • Limited Partnerships - LP
  • Limited Liability Partnerships - LLP
  • Professional Limited Liability Companies - PLLC
  • Professional Corporations and Professional Practices
  • Employment Contracts and Buy - Sell Agreements

Tax Planning
  • Structuring the Sale and Purchase of Businesses
  • Tax Planning for Other Acquisitions and Dispositions
  • Audit Appeals
  • Private Letter Ruling Requests

Retirement and Other Benefit Plans
  • Welfare Benefit Plans - Health, Medical, 125 Plans
  • Qualified Retirement Plans, including pension, profit sharing, 401(k), including pre-approved prototype pension and profit sharing plans which clients may adopt
  • SIMPLEs, SEPs, and Other Retirement Planning
  • Deferred Compensation

IRA and Pension Distribution Planning
  • Beneficiary Designations
  • Life Expectancy Elections
  • Coordination with Estate Planning

Non-Profits and Tax Exempt Organizations
  • Formation and Qualification with IRS
  • Operation Issues Specific to Non-Profits

    This list in intended to be descriptive, and not necessarily a limitation on what we do. There are a number of matters we do not handle. For example, we do not normally litigate, but will do so in tax matters where an appropriate litigation attorney is associated. If in the course of our representation we determine that you need legal advice in one of these areas, we will recommend that you consult with another attorney, or under given circumstances we will consult another attorney for you with your prior consent or simply refer you to another attorney. The following is a list of some of the matters we do not handle.
  • Divorce or domestic law matters
  • Real estate title work and closings
  • Creditors rights and bankruptcy
  • General litigation -- civil or otherwise -- we do not go to court except in tax matters
  • Criminal -- we do not go to court
  • Traffic offenses

    We feel that we can do a better job by limiting our practice to specific areas. Also, we work closely with our clients' certified public accountants. We do not normally prepare and file income, gift or estate tax returns since CPA's usually deal with those matters less expensively. We will become involved in estate tax returns and gift tax returns in instances in which your CPA and our office feel it is better for us to prepare the return.

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