Mitchell Schepps advises on all areas of income, estate and gift tax planning for high net worth domestic and international entrepreneurs and their related business organizations. His experience includes providing business organizations and owners with counsel regarding business and individual income tax planning, business succession and wealth transfer planning, charitable giving and private foundation planning, and the representation of clients facing tax controversies.
Mitch is committed to solving even the most complicated tax problems and challenges through creative and effective solutions by combining his technical skill in tax law with his experience in addressing the diverse structuring of business and investment activities and the development of sophisticated estate plans, with an emphasis on financial, business and family dynamics. Mitch tries to focus on solutions that can provide his clients with optimal outcomes through the creation of distinct wills, revocable and irrevocable trusts, and family controlled businesses and investment vehicles, including family limited partnerships, limited liability companies and charitable trusts.
Mitch strives to work effectively with each client’s accountants, investment advisers, trust officers, insurance professionals and other advisers to plan for the future with specific emphasis on tax considerations. His steadfast objective is to create opportunities to maximize for clients the tax advantages in business and individual income tax matters, and combine such strategies with longer term estate and gift tax planning goals.
- The Best Lawyers in America®, Trusts & Estates, 2021-22
- Florida Bar Association
- Palm Beach Tax Institute
- American Bar Association