Estate Planning, Trust, & Will Disputes

Our firm prides itself on being one of the Southeast’s preeminent estate planning, business succession, and tax compliance firms. Our tax and estate planning attorneys offer extensive expertise and a value-added benefit to our clients with an array of business organization, estate planning, taxation, real estate and tax compliance needs. We represent local, regional and national clients, often assisting them with their most challenging issues.

We counsel clients regarding gift, estate, and generation-skipping transfer taxes; complex estate and trust administration; charitable transfers; and wealth preservation across generations. Our clients range from small business, corporations, high net-worth individuals and ordinary people who want to manage and preserve their wealth with careful tax and estate planning. We also advise entities such as hedge funds and joint ventures; individuals and institutions acting as executors, trustees, or other fiduciaries; and private foundations.

We assist with planning for every kind of major asset, from residences, vacation homes, airplanes to art and jewelry collections and commercial real estate. Our attorneys provide expert counsel in connection with valuation and transfer of such assets. We help owners of closely-held businesses transfer interests in such entities mindful of the complexities of laws relating to such transfers, and help to create and administer partnerships, LLCs and corporations, which can ensure continuity of control in a tax sensitive manner.

In sum, we provide the careful attention of a family attorney while employing the financial acumen of a preeminent small corporate law firm.

PROFESSIONALS