In order to ensure your family is provided for and your financial goals are met, an estate plan is essential. An estate plan can encompass a wide variety of end-of-life issues. These include, but are in no way limited to, planning for estate taxes, the transition of a closely held business to either family or business partners, the disposition of specific assets, providing for the future care of minors or special needs children, and making end-of-life charitable contributions. Regardless of your personal situation, a comprehensive estate plan can give you peace of mind for your future and your family’s future.
Our attorneys can provide necessary counsel as you approach sensitive estate planning matters, including the formation of a will or trust, the preservation and transfer of assets, the administration of a will or trust, and the litigation of contested estates. We can also review the tax implications of estate plans and advise fiduciaries in administering wills and estates through probate. We pride ourselves in handling legal matters for clients in a caring and professional manner.
Our experience in wills & trusts, estates, guardianships & special needs law, tax, and real property law equips our team to navigate even the most complex estate matters.
We can meet your estate planning needs through the following services:
- Complex Estate Planning
- Estate Administration
- Estate Taxation
- Family Wealth Transfer
- Formation of Wills
- Will Contests / Codicils
- Living Trusts
- Trust Planning
- Trust Litigation
- Designation of Beneficiaries
- Guardianships and Conservatorships
- Special Needs Trusts and Wills
- Healthcare Power of Attorney
- Financial Durable Power of Attorney
- Preparation of Advanced Medical Directives
- Council and advise personal representatives and trustees
- Formation of charitable organizations
- Charitable giving
- Buy-Sell Agreement for your business
Estate Planning Team:
- Wayne M. Bach
- Terry M. Taylor
- Kevin C. McIntosh
- Jimmy R. Summerlin, Jr.
- Jordan L. Faulkner
- John W. Crone III
Estate Planning Resources: