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The lawyers in this group are involved in virtually all types of trust and estate matters. The group has specific experience in gift and estate planning, and in estate, trust and guardianship administration.
In gift and estate planning, our lawyers counsel individuals about the various options for carrying out their objectives, advise them about the tax consequences of each option, assist them in implementing their decided-upon plans and prepare the requisite legal documents, including wills and many different types of trust agreements (such as those creating revocable or irrevocable insurance trusts, charitable lead or remainder trusts and funded or unfunded living trusts).
In estate, trust and guardianship administration, our lawyers (i) advise fiduciaries about the legality and tax consequences of contemplated courses of action, and (ii) assist those fiduciaries in maintaining records that will enable them to comply with filing requirements imposed by courts and taxing authorities. Lawyers in this group have significant experience in preparing court accountings and federal estate, gift and fiduciary income tax returns.
IRS CIRCULAR 230 NOTICE: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. tax advice contained in this website (or in any attachment) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or matter addressed in this website (or in any attachment).
The event takes place Tuesday, May 3rd in Columbia.