Tax and Estate Planning

KLMR attorneys have a thorough understanding of the tax consequences that may affect the securities, corporate, commercial and other business transactions of its clients upon which the firm advises. KLMR is known for its ability to structure transactions appropriately to meet the tax-related needs of a client. KLMR designs and structures gifts, wills, trusts and other instruments to protect accumulated wealth and reduce taxes, administrative fees and potential litigation, frequently involving the organization of family partnerships or other business entities or other arrangements to facilitate the orderly continuation of a successful business or the long-term management or transfer of accumulated wealth.

Our Attorneys in this Area

Lyndon RicksLyndon L. Ricks: Clients have described Lyndon Ricks as “A businessman who is also a lawyer.” For more than 28 years, Mr. Ricks has served small and large businesses and helped business people with legal issues. He has primary responsibility for general counsel work, securities matters, mergers, acquisitions and divestitures (domestic and international), and a variety of other matters including executive compensation, corporate contracts, joint ventures and strategic alliances, and technology licensing.
Richard C. TaggartRichard C. Taggart concentrates his practice in the areas of federal and state taxation, estate planning, probate, and commercial transactions. In his practice, Mr. Taggart serves a broad range of clients, advising them of the business and tax consequences of: the formation of corporations, S corporations, general and limited partnerships, joint ventures and limited liability companie; mergers, acquisitions and corporate financing; various estate planning strategies and probate.
Terrell Smith became of counsel to Kruse Landa Maycock & Ricks in July 2013. His practice focuses on real property financing, commercial transactions, mortgage banking and servicing, distressed asset acquisitions, nonperforming loan workouts, securities transactions and corporate governance and operations for local and national firms.