Martin L. Lepelstat focuses his practice on tax and trusts and estate planning. He represents individuals, businesses, partnerships, limited liability companies, corporations, and special types of entities in connection with strategic planning, structuring and defense of tax transactions.
Martin frequently represents clients at both the federal and state levels in tax related matters, including tax audits and appeals. As a skilled practitioner in the tax controversy area, he has dealt with IRS and state examination teams in various audits and cases.
Martin advises clients on a wide range of personal wealth and business planning issues, regularly guiding clients in tax and estate planning, probate and trust matters, and business structuring. He counsels clients on income tax matters, as well as estate, gift, and generation-skipping transfers. He also assists business owners to effectively pass their ownership interests from one generation to the next.
- Tax planning structures
- Family business succession planning
- Resolution of income, estate, gift, and generation-skipping tax disputes with IRS and state tax authorities
- Administration of trusts and estates, including contested probate and trust matters
- Federal and state tax controversies
- Tax audits
- Tax controversy