Law Offices of Craig Willford

Tax Deductibility of Attorney Fees

Data as of May 5, 2010

To the extent that the service rendered are for the purpose of minimizing taxes to be paid, such as with planning to minimizing estate taxes with an A/B Trust, the fees are deductible. To the extent that the services are related to assisting in the generating of income in the operation of a business or investments, they also are deductible.

To the extent that the services are of a personal character, such as with the portion of an estate plan that simply says who gets what, they are not deductible.

To the extent that my services are of a mixed character with some of each of the above, then we would need to break out the deductible portion for you as best we can.  Ask me if you like.

IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, please be advised that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used or relied upon, and cannot be used or relied upon, for the purpose of (i) avoiding penalties under the Internal Revenue Code, or (ii) promoting, marketing or recommending to another party any transaction or matter addressed herein.

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