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Theodore J. Czaplicki

Associate

Theodore Czaplicki, Walter Haverfield Attorney

Overview

Learn about Theodore

As an associate in the Walter Haverfield Tax and Wealth Management Group, Theodore counsels individuals, business owners, families and fiduciaries in all aspects of estate planning and trust administration. He also handles business succession planning, acquisition restructurings, incorporation transactions, and general tax consequences of transactions between shareholders and corporations.

Prior to Walter Haverfield, Theodore worked as a staff attorney at a national title insurance and appraisal management company that assisted lender clients in consumer loan and purchase transactions. He also has experience in consumer advocacy and employment litigation.

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EXPERIENCE

  • Represents high-net-worth clients in a variety of estate planning matters, including the creation of trusts, private foundations, and asset protection planning
  • Offers guidance regarding the preparation of estate tax returns, gift tax returns and fiduciary income tax reporting requirements
  • Counsels clients on matters involving mergers and acquisitions, private equity firms, and entrepreneurs
  • Advises small business owners on entity selection, sale, redemption, and liquidating planning, including tax planning for S corporations and Partnerships
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