Trust, Estate, and Family Wealth Planning
We guide individuals and families in preserving their wealth for future generations. Our attorneys work with clients to find the right estate planning strategies, including all varieties of trusts, outright gifts and planning for special situations. We prepare wills, trusts and other documents that provide the flexibility needed to take advantage of estate, gift, generation skipping and income tax savings opportunities that may arise in the context of estate administration. Our goal is to show clients their best options for their goals of minimizing taxes, as well as passing on wealth responsibly.
- September 23, 2016
- May 6, 2016
- The Ritz-Carlton Reynolds, Lake Oconee, Greensboro, Georgia, July 21, 2017
- "IRS controversy in the Estate, Gift and High Net Worth Individual Area," Estate Planning ConferenceJuly 20–22, 2017