January 8, 2010–Piedmont, CA – McKean&McMills, LP, a multi-family office and private trustee successfully negotiates IRS estate tax Notice of Deficiency down from $1,250,000 to a $70,000 IRS credit for an 8-figure Estate Client located in Alameda County.

McKean&McMills, LP manages all legal and financial facets of clients’ trusts or decedent estates, including managing litigation on behalf of clients supported by its independent research, auditing, and valuation services. Building its case against the IRS over several months in 2009 through aggressive forensic auditing, McKean&McMills positioned its Client to receive an estate tax credit, as well as recover legal fees associated with the IRS audit.

McKean&McMills, LP is a licensed fiduciary with the State of California; complying with the 2008 State law requiring all non-exempt trustees to become licensed with the State.