Business Details
Trusted Tax and Estate Planning Lawyers in Voorhees, NJ
At Law Offices Of Daniel I Ward, we bring over 30 years of specialized legal expertise to clients across New Jersey, Pennsylvania, and Florida. Our practice focuses on addressing the complex needs of high-net-worth individuals and business owners through tailored solutions in tax law, estate planning, and transactional matters. With a team combining deep legal knowledge and practical experience, we provide comprehensive counsel ranging from business formation and succession planning to tax controversy resolution and real estate transactions.Our attorneys hold advanced credentials, including a Master of Laws in Taxation, and maintain active engagement with evolving legal standards through continuous education. We prioritize personalized service, maintaining strategic partnerships with financial professionals to deliver holistic solutions. Our commitment to excellence is reflected in our track record of guiding clients through intricate legal challenges while maintaining the highest standards of professional integrity.
Services
Business Counseling
Business Succession Planning
Tax Controversy
Estate Planning
Real Estate
Tax Planning
Estate Administration
Change in Domicile
Highlights and features
- We offer 30+ years of specialized experience in complex tax and estate matters
- Our team includes attorneys with advanced tax law credentials
- We provide comprehensive solutions integrating legal and financial planning
- We maintain strategic partnerships with financial professionals
- We serve clients across multiple jurisdictions including NJ, FL, and PA
Services
Business Counseling
Our business counseling services provide comprehensive legal guidance for companies at all stages. We assist with entity formation, contract drafting, regulatory compliance, and strategic growth planning. Our attorneys help business owners navigate complex tax implications while developing succession strategies that ensure operational continuity and maximize asset value preservation.
Tax Controversy
We represent clients in resolving tax disputes with federal and state agencies. Our approach focuses on early intervention to achieve favorable settlements through audit representation, appeals processes, and litigation when necessary. We handle complex cases involving income tax, estate tax, and business tax controversies while protecting client interests throughout the resolution process.
Estate Planning
Our estate planning services create customized strategies for wealth preservation and transfer. We develop comprehensive plans incorporating wills, trusts, powers of attorney, and advanced medical directives. Our approach integrates tax optimization techniques to minimize estate tax liabilities while ensuring client wishes are clearly documented and legally enforceable.
Real Estate
We provide legal counsel for residential and commercial real estate transactions. Our services include contract negotiation, title examination, and closing documentation preparation. We help clients navigate complex property transfers, easement agreements, and zoning regulations to ensure legally sound real estate investments and transactions.
Business Succession Planning
Our business succession planning focuses on ensuring smooth ownership transitions while minimizing tax consequences. We develop customized strategies for transferring business interests to family members or key employees. Our approach balances operational continuity with wealth preservation through structured buy-sell agreements and valuation planning.
People
Daniel I. Ward
Attorney
Tax and estate law attorney with over 20 years' experience. Holds Juris Doctorate with tax honors from Rutgers University School of Law and Master of Laws in Taxation from New York University. Specializes in complex estate planning and business succession strategies.
Michelle Parker
Paralegal
Experienced paralegal specializing in estate administration and tax planning. Maintains advanced knowledge through ongoing legal education and professional development. Provides critical support in managing complex legal documentation and client communications.
Nicole Lickfield
Paralegal
Skilled paralegal with expertise in estate planning and business transactions. Recognized for exceptional client service in complex legal matters. Continuously updates legal knowledge through professional seminars and industry publications.
Questions
What areas of law do you specialize in?
We specialize in tax law, estate planning, business counseling, real estate transactions, and business succession planning for high-net-worth individuals and business owners.
How can you help with tax controversies?
Our attorneys represent clients in resolving tax disputes with federal and state agencies through audit representation, appeals processes, and litigation when necessary.
Do you work with out-of-state clients?
Yes, we serve clients in New Jersey, Florida, Pennsylvania, and other states through our established legal practice and virtual consultation capabilities.
What estate planning documents do you prepare?
We prepare wills, trusts, powers of attorney, and advance medical directives tailored to each client's specific needs and estate planning goals.
How do you handle business succession planning?
We develop customized strategies for transferring business interests while minimizing tax consequences and ensuring operational continuity for future generations.
