Estate Planning
Taylor Porter’s estate planning, succession and fiduciary litigation practice has decades of experience and regularly practice to make certain our clients continue to be aware of changing estate planning statutes and regulations.
Our attorneys assist clients in need of assistance for estate planning documents, ranging from traditional wills and powers of attorney to establishing large-scale trusts, family limited liability companies, and long-term gifting plans to lessen Federal estate and gift tax exposure. Our attorneys can help clients devise estate-planning strategies to help them stay below the exemption threshold and avoid a huge portion of their estate going to taxes, and sort out complex family or financial situations. State laws are very specific about what can and can’t be in a will, trust, or who can and can’t serve as a personal representative to a will or trust, and be a financial power of attorney, so our attorneys are available to help sort out those complex issues.
Representative Experience:
- Preparing wills, trusts, powers of attorney, and other estate planning documents for clients with all levels of sophistication and value.
- Handling estates of all sizes, including representation of multimillion-dollar estates in federal estate tax audits.
- Representing clients of all levels of sophistication and value in estate planning and administration; federal estate and gift taxation; trust law; making charitable gifts through charitable remainder trusts, charitable lead trusts, private foundations, supporting organizations, or private operating foundations; and counseling nonprofit organizations.
- Assisting clients with preparation of personal estate planning documents, ranging from traditional wills and powers of attorney to establishing large scale trusts, special needs trusts, family limited liability companies, and long-term gifting plans to lessen estate and gift tax exposure.
- Advise clients regarding the structure of multi-generational wealth conservation plans to effectively access the exemptions for the gift, estate, and generation-skipping transfer taxes and to transfer intra-family wealth with minimal transfer tax cost and without disruption of business operations.