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The Law Offices of Jane C. Bergner assists clients with all of the following types of tax and estate-planning problems:
- IRS and State Tax Audits
- IRS and State Collection
- Federal and State Tax Liens and Notices of Levy
- Offers in Compromise and Installment-Payment Agreements
- Innocent Spouse Appeals and Litigation
- IRS Penalties
- Civil Tax Fraud
- Tax Litigation before the United States Tax Court, United States Court of Federal Claims, United States District Courts and United States Courts of Appeal
- State Tax Problems
- Threatened Seizure of Clients' Wages and Bank Accounts
- Employment Tax Problems
- Taxpayer Rights
- Securing and Retaining Tax-Exempt Status, Including Business Planning for Tax Exempt Entities
- Counseling and Transactional Planning for Sophisticated Corporate and Partnership Transactions
- Deferred Compensation and Retirement Plans
- Estate and Wealth Planning
The services offered by the firm focus on both tax law and trusts and estates.
In the area of tax law, as described above, the firm represents its clients in tax-controversy and collection matters (including innocent spouse matters), and it works both with its taxable and tax-exempt clients and with corporate, international, real estate and probate attorneys relating to the tax aspects of clients' transactions.
In the trusts and estates area, Jane handles wealth and estate planning and estate administration, in order to assist her clients in distributing their property while, at the same time, minimizing the payment of estate, gift and generation-skipping transfer taxes. These services include: Counseling clients as to how to transfer their property in an orderly and efficient manner to their intended beneficiaries either during lifetime or at death, with a minimum tax charge; representing clients' estates upon their deaths; the preparation of powers of attorney and health care directives; and estate planning for non-U.S. citizens and non-domiciliaries of the United States. Jane's services are individualized to the specific clients involved, and they may encompass the preparation of:
- Wills
- Revocable and Irrevocable Trusts
- Life Insurance Trusts
- "Crummey" Trusts
- "2503(c) Trusts" for Minors
- Unified Credit Shelter Trusts
- Marital Trusts
- Gift Documentation
- Qualified Terminable Interest (QTIP) Trusts
- Prenuptial Agreements
- Charitable Remainder Trusts
- Charitable Lead or Income Trusts
- Qualified Personal Residence Trusts
- Grantor Retained Annuity Trusts (GRATs)
- Grantor Retained Unitrusts (GRITs)
- Qualified Domestic Trusts
Jane Bergner discusses the nature of her tax practice in an interview over the Forbes In-Flight Radio Network as one of America's Most Influential Women. The interview, which is to be broadcast, first, on all American Airlines flights in Spring, 2006 and, in September and October, 2006, on all US Airways and America West flights as part of the Newsweek Business Show, may be heard on line by accessing Jane's link at www.skyradionetwork.com/women.cfm.
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