Estate Planning, Probate and Taxation

Drawing on our extensive experience in all aspects of estate planning, probate, elder law, and tax, we work with clients and their financial advisors to protect assets and strategically transfer wealth to beneficiaries while minimizing the federal and state transfer and income tax consequences.  We prepare the wills, trusts, powers-of-attorney and other instruments needed to affect these strategies, as well as administering and settling estates, preparing estate tax returns, and planning business successions. We have also successfully represented clients in their disputes with the Internal Revenue Service and the Mississippi State Tax Commission. We represent executors, trustees and guardians, drawing on our experience in probate litigation, will contests, guardianships, conservatorships and general probate matters. In complex estate matters, our services include the preparation of the estate pleadings and consideration of port-mortem estate planning, such as disclaimers, special use valuation, and the payment of estate taxes in installments and other issues facing closely held business owners. Carefully considering each client's family situation, assets and the tax opportunities available to them, we tailor plans to help each individual reach his or her personal goals, giving clients and their families the peace of mind they need and deserve. We assist with:
  • Administration of decedents' estates
  • Business and farm succession planning
  • Buy-Sell agreements
  • Conservation easements
  • Disposition of assets upon death in a tax efficient manner
  • Elder law
  • Family charitable giving
  • Family-Owned business entities
  • Gifting programs
  • Health care decision making
  • IRS disputes
  • Liquidity planning
  • Marital deduction planning
  • Mississippi State Tax Commission proceedings
  • Planning for family members with special needs
  • Powers of attorney
  • Premarital agreements
  • Revocable Living Trusts
  • Trusts
  • Testamentary and Inter-vivos trusts
  • Marital and "Bypass" trusts
  • Trusts for benefit of children
  • Irrevocable insurance trusts
  • Generation skipping trusts
  • Charitable trusts
  • Wills
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