Estate Planning

McNees has worked to bridge generations for more than 75 years. Our estate planning experience includes business succession planning; will and trust analysis and preparation; income tax planning and calculations; S-Corporation and partnership taxation; counseling foundations, trade associations and other tax-exempt entities; tax and estate-related litigation, and all aspects of trust and estate administration.

With the complex and constantly changing rules and regulations of today's tax system, the right knowledge and careful planning can reduce your liabilities, secure your finances and grow your equity for today and tomorrow.

McNees Wallace & Nurick focuses on delivering professional and insightful solutions for:

  • Federal tax matters
  • Business formation and reorganization
  • Estate planning and administration
  • Business succession planning
  • IRS controversies
  • Wealth preservation

For business or for personal financial challenges, our Estate Planning Group provides careful, prompt and discrete advice and representation in federal tax and related matters. Our team deftly handles all types of IRS disputes, and provides a special, in-depth focus on family business issues. We understand the unique challenges that arise in succession planning or selling a business, and we offer unmatched guidance through the tax problems faced by tax-exempt organizations.

Look to McNees for income tax planning and calculations, S-Corporation and partnership taxation, will and trust analysis and preparation, buy-sell agreements, business formation and reorganizations, tax and estate-related litigation and all aspects of trust and estate administration.

At McNees, every service is performed with our client's goals in mind. We work seamlessly with accountants and other professionals to unravel the intricacies of clients tax issues and financial challenges, and creatively and effectively reach and exceed agreed-upon objectives. In the Estate Planning Group, the client's goals become our goals.

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Practice Contacts

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    T 717.581.3701