Deborah M. Baird practices in the areas of taxation and trusts and estates. She is experienced in estate and trust administration, estate and gift taxation, family succession planning and the drafting of wills and trust agreements. She counsels clients on a variety of issues ranging from the implementation of tax minimizing and wealth transfer planning strategies, to charitable giving and lifetime gifts. Ms. Baird represents both corporate and individual fiduciaries in connection with the administration of trusts and estates. She is experienced in sophisticated estate, gift and generation-skipping transfer tax planning and provides counsel to fiduciaries in estate and gift tax audits before the Internal Revenue Service, addressing such issues as the valuation of works of art, closely-held businesses and other hard-to-value assets.
She also advises in the formation and operation of private foundations and charitable organizations and has assisted several organizations in the process of becoming a public charity.