Welcome to the Legacy Law Blog, your go-to resource for navigating the complexities of tax law, estate planning, and probate and trust administration.

Our blog is dedicated to providing individuals, families and business owners with expert insights and practical tips to help them understand the basics of tax and estate planning, emerging guidance issued by the Internal Revenue Service (IRS) and state taxing authorities, and anticipated changes to the federal and state regulatory landscape. 

Whether your goal is to resolve tax issues and balances with the IRS and state taxing authorities, to seek information that can be used for tax planning purposes, to plan for the succession of your business, to transfer wealth, or to provide for charity, our blog is here to provide timely information and practical guides for navigating these complex issues.

Attorneys and certified public accountants will also find this blog to be a helpful resource for information about tax planning and tax controversies topics, plus emerging issues in state and federal tax law.

Meet the Editors

Laura L. Brownfield serves as the leader of Plunkett Cooney’s Trusts & Estates Practice Group. She has been practicing for 30 years and works with individuals, families and business owners to develop comprehensive plans for the management of assets during their lifetimes, the protection of assets in the event of disability, and the tax-efficient transfer of wealth during their lifetimes and upon death. She also works with clients who have philanthropic interests, integrating charitable giving into their estate plans to achieve planning objectives with lasting impact and to create legacies that endure.

Joe Peterson is a senior attorney who leads Plunkett Cooney’s tax law practice. He works with individuals, business owners and corporate executives to resolve IRS and state tax controversies and engages in tax planning to manage business risk and to protect his clients’ interests when litigation arises. Joe routinely works with the IRS and other state taxing authorities to proactively resolve issues and to mitigate tax liability.

Please note that this blog is not intended to provide legal advice, and the discussions contained herein should not be applied to any fact-specific situation. Always consult an attorney directly to address any specific legal questions or needs you may have.