J. Timothy Maximoff

Tim Maximoff counsels his clients in estate planning and estate and trust administration, as well as tax, business, and related matters. He focuses on practical planning that addresses his client’s unique family and economic situation and goals. Tim uses over 30 years of experience to explain to clients the practical issues, complex laws, and tax rules that impact their situation and help them reach their planning goals. Where appropriate, Tim introduces his clients to more advanced planning tools that could increase benefits to his clients and their families, help reduce the tax impacts, and address his clients’ concerns about asset management, preservation of assets, or beneficiaries’ unique situations. Ultimately, Tim applies the most effective tools for each client’s specific situation, including permanent trusts, gifts, family partnerships LLCs to hold and manage businesses and properties, and planning for charitable gifts, charitable trusts, and private foundations.

When the time comes, Tim works with his clients to administer the estates and trusts of family members and ensures the plans are implemented effectively. When the administration of an estate or trust does not go smoothly, Tim works with clients to resolve estate and family business disputes or unexpected tax or liability issues and teams with our firm’s excellent trust and estate litigators in contested matters.

Some clients have tax concerns in their personal affairs, businesses, or estates. Tim works with his clients and their accountants and financial advisors in tax and business planning and, when necessary, represents individual, estate, and business clients in federal, state, and property tax audits, appeals, and litigation.