Welcome to the Legacy Law Blog, your go-to resource for navigating the complexities of tax law, estate planning, probate, and business succession planning. Our blog is dedicated to providing individuals, families, and business owners with expert insights and practical advice on all aspects of estate planning and tax-related matters.

Whether you're looking to optimize your tax strategy, understand changes in tax legislation, resolve tax issues with the IRS or state, or explore the intricacies of estate, trust and business succession planning, our team of experienced contributors is here to guide you.

Stay informed with our in-depth articles, case studies, and updates on the latest developments in estate planning, probate, and tax law. The goal of the Legacy Law Blog is to empower you with the knowledge to make informed financial decisions and secure your financial future.

Meet the Editors

Karen Collingsworth-Crusse is a senior attorney and Certified Exit Planning Advisor (CEPA^®) who works with high-net-worth individuals and business owners to craft state-of-the-art trusts and estate plans, to develop wealth protection and growth strategies and to implement succession plans that direct her clients’ post-involvement business interests. Karen also works with family members during this process, using governance tools and other resources, to support effective communication and family harmony.

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.