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Joseph Romano represents high net worth clients in complex trust and estate planning aimed at the preservation of wealth and the maximization of tax benefits.
His practice focuses on the creation of sophisticated wills and trusts, such as grantor retained annuity trusts (GRATs), Delaware incomplete gift non-grantor trusts (DINGs), and irrevocable life insurance trusts. In addition, he has assisted in the formation of tax-exempt organizations, as well as drafted and reviewed a variety of business planning and succession agreements.
Joseph also represents clients in tax controversies before the Internal Revenue Service and the State of New Jersey; on estate and gift tax matters; on payroll tax-related appeals and negotiations; and on collection alternatives for businesses and individuals alike, including offers in compromise and installment agreements.
Joseph Romano represents high net worth clients in complex trust and estate planning aimed at the preservation of wealth and the maximization of tax benefits.
His practice focuses on the creation of sophisticated wills and trusts, such as grantor retained annuity trusts (GRATs), Delaware incomplete gift non-grantor trusts (DINGs), and irrevocable life insurance trusts. In addition, he has assisted in the formation of tax-exempt organizations, as well as drafted and reviewed a variety of business planning and succession agreements.
Joseph also represents clients in tax controversies before the Internal Revenue Service and the State of New Jersey; on estate and gift tax matters; on payroll tax-related appeals and negotiations; and on collection alternatives for businesses and individuals alike, including offers in compromise and installment agreements.
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