PRACTICE AREAS / Estate Planning

Chair
Timothy O. Davis




Practice Overview
Our Estate Planning practice provides legal services to individual clients and their businesses. We have extensive experience in all aspects of estate planning and are uniquely qualified to assist clients in creating estate plans that provide for the control, maintenance and disposition of their assets and insure that the estate planning objectives of the client are carried out.



Specific Matters Handled

Estate, Income, & Gift Tax Planning

  • Wills
  • Powers of Attorney
  • Health Care Directives
  • Testamentary Trusts
  • Revocable (Living) Trusts
  • Irrevocable Trusts
  • Irrevocable Life Insurance Trusts

  • Charitable Trusts
  • Family Limited Partnerships
  • Family Holding Entities
  • Supplemental and Special Needs Trusts
  • Medical Assistance Planning
  • Disability Planning
  • Estate & Gift Tax Plans
Estate Administration

  • Probate Proceedings
  • Trust Administration
  • Guardianships & Conservatorships
  • Estate & Trust Litigation

  • Preparation and Filing of Gift, Estate, and Fiduciary Tax Returns
  • Post-Mortem Planning

Asset Preservation

  • Ownership of Assets
  • Maximizing Investment Return
  • Protecting Assets
  • Higher Education Funding Strategies

  • Pre-Marital and Post-Marital Agreements
  • Retirement Planning
  • Long Term Care & Disability Planning

Personal & Business Succession Planning

  • Business Entity Selection and Creation
  • Corporate Governance
  • Business Succession Planning
  • Buy-Sell Agreements

  • Purchase/Sale of Business
  • Shareholder Control Agreements
  • Corporate Minutes


ARTICLES

08.25.08
TAX PROPOSALS OF THE PRESIDENTIAL CANDIDATES

07.16.08
FAMILY LIMITED LIABILITY COMPANY: INSIGHT AND ROADMAP

06.24.08
ESTATE PLANNING AFTER DIVORCE



PRACTICE AREA ATTORNEYS
> Timothy O. Davis


ESTATE PLANNING
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