Tax and Estate Settlement
Strategic corporate taxation, BIR audit defense, wealth preservation, and judicial or extrajudicial estate settlement.
Practice Scope & Legal Framework
Led by certified tax specialists, our tax practice provides sophisticated transactional tax structuring, aggressive Bureau of Internal Revenue (BIR) assessment defense, and generational estate preservation architectures.
Key Practices
- Tax Controversy & BIR Assessment Defense: Representation from Notice of Discrepancy (ND) and Final Assessment Notice (FAN) to the Court of Tax Appeals (CTA).
- Corporate Tax Advisory: Tax-free exchanges, corporate reorganizations, tax treaty relief applications, and VAT refunds.
- Estate Planning & Wealth Preservation: Testamentary trusts, family holding architectures, lifetime asset transfers, and donor planning.
- Estate Settlement: Comprehensive extrajudicial settlements with BIR clearances (CAR issuance), judicial probate, and partition of estates.
Discuss your tax and estate settlement matter
Contact our Quezon City office with a brief summary of your matter, the parties involved, and any known dates or deadlines. The initial inquiry helps the firm assess the appropriate next steps.
Prepare a timeline and a list of relevant documents for discussion. Please avoid sending confidential documents through the initial inquiry form until the firm confirms how to share them.
Office location and contact detailsQuestions about tax and estate settlement
What are the required steps to secure an eCAR for inherited real properties?
We prepare the estate tax return, execute the Deed of Extrajudicial Settlement, compute applicable estate taxes, settle with the BIR RDO, and obtain the electronic Certificate Authorizing Registration (eCAR).
Group Counsel
Atty. Levy John L.V. Lalusis
Corporate Regulatory Compliance, Tax & Estate Planning, Real Estate & Housing, Litigant Lawyer, and Government Investigations
Atty. Diosdado Anselmo Q. Lalusis
Administrative Law & Regulatory Compliance, Professional Regulation, Academic & Criminological Jurisprudence, and Trial Advocacy