Our Private Client Services practice was developed to assist our clients in their varied personal matters. Our attorneys offer a broad scope of knowledge and experience in order to serve our clients’ diverse legal needs, and our goal is to serve those needs as efficiently and proactively as possible. Some examples of Private Client Services our attorneys offer include:
- Income Tax Planning, including formulating third-party transactions to be tax favorable to our clients
- Tax Return Preparation, including income tax returns for Trusts and Estates, personal tax returns for individual clients, Federal Gift Tax Returns, and Federal Estate Tax Returns
- Negotiations with Banks regarding Loans, Credit Extensions, Refinancing and other Credit Offers
- Working closely with Clients’ realtors regarding the sale of real estate; working with a Property
Owners’ Association with regard to our Clients’ properties
- Advocating on behalf of our Clients in Landlord/Tenant issues
Areas of Service
News & Press
Distributions to Minors by Robin A. Lloyd, Sr., J.D. Did you know if you transfer money into an account...
Merry Christmas from Robin Lloyd & Associates, P.A. The staff of Robin Lloyd & Associates would like to...
2018 Tax Deductible Gifts by Robin A. Lloyd, Sr., J.D. Deductible Gifts for 2018 must be postmarked by December 31,...
News & Press
- Distributions to Minors by Robin A. Lloyd, Sr., J.D.By RLAJanuary 15, 2019
- Merry Christmas from Robin Lloyd & Associates, P.A.By RLADecember 21, 2018
- Holiday Discussion! by Zachary Kleiman, EsquireBy RLADecember 18, 2018
- 2018 Tax Deductible Gifts by Robin A. Lloyd, Sr., J.D.By RLADecember 11, 2018
- 2018 Festival of TreesBy RLADecember 3, 2018