Whitney Maxson works so well with families that, in the process, she often ends up being treated as part of the family.

In her estate and wealth planning practice, Whitney assists clients of all ages, from young professionals looking to establish an estate plan to clients whose planning is largely in place, but who are interested in additional strategies to transfer wealth while minimizing unfavorable tax consequences.

Because mortality is in the background of many of these discussions, Whitney’s first priority – and her greatest strength – is making clients feel comfortable.

In estate and wealth planning or probate administration matters, while assisting executors with the administration of probate assets and disposition of non-probate assets, Whitney makes clients comfortable by communicating clearly and simply, even when the topics are nuanced or complex. She also puts clients at ease with her willingness to listen and her recognition that this is often an emotional and stressful time, and clients often have needs that transcend the legal or practical.

ESTATE AND WEALTH PLANNING EXPERIENCE

Whitney counsels clients in all aspects of wealth transfer planning, including federal gift and estate tax planning, generation-skipping design, charitable planning, planning for retirement benefit distributions, and business succession planning.

As a CAP® graduate, she is uniquely qualified to bring together gift planners and trusted professional advisors in a common purpose to help wealthy families create inspired legacy plans. By focusing on the ‘why’ of what legacy her clients wish to leave to their family and community, rather than just the ‘how’ of tax savings and other technical aspects of charitable giving, Whitney helps donors improve their communities by maximizing the effective application of their financial resources.

BUSINESS AND TAX LAW EXPERIENCE

In her taxation practice, Whitney advises businesses, non-profits, families and individuals on federal, state and local tax issues. She provides analysis of income tax, sales and use tax, business income and franchise tax, real and personal property tax, and excise tax issues.