Tax Law and Estate Planning

Mr. Stusek specializes in the area of estate planning for individuals and tax planning for the business enterprises they control. Areas in which he has rendered advice include:

• Counseling individuals, families, and their ranches/ businesses as to estate planning to effectuate the lifetime and testamentary transfer of assets in the most cost effective fashion;

• Preparation of wills, trusts and revocable living trusts to obtain maximum tax advantage;

• Preparation of Irrevocable Life Insurance Trusts, and other arrangements utilizing Life Insurance;

• Counseling farm and ranch clients as to tax/estate planning, including IRC Section 1031 tax-deferred exchanges and asset allocations;

• Preparation of Charitable Remainder Unitrusts, Charitable Lead Trusts and other charitable split interest agreements;

With a law degree, a Master’s Degree in Tax Law, and an extensive real estate background, including a R.E. license, Mr. Stusek is able to provide clients with a full range of services in the context of business and farm/ranch sales and planning.

About Tom Stusek Bozeman Law Firm

Bozeman Tax Law Estate Planning