Assist clients with the preparation of various estate planning documents, including wills, revocable trust agreements, and powers of attorney
Advise high net worth families, family offices, and individuals on estate and tax planning techniques and specialized irrevocable trusts, such as spousal lifetime access trusts (SLAT), insurance trusts (ILIT), dynasty trusts, and charitable lead and remainder trusts, to maximize the use of the federal estate and gift tax exemption and achieve other related tax benefits
Advise closely held business owners on business-related estate, tax, and corporate succession planning strategies
Modify existing trust agreements, either through nonjudicial settlement agreements, decantations, or court-approved modifications
Advise clients on Tennessee franchise and excise tax issues, including exemptions and ownership structures to minimize exposure
Advise businesses and individuals on tax implications and planning techniques for various transactions and situations