Estate Planning & Wealth Planning
MSP’s Estate Planning, Probate, Wills, Tax & Wealth Planning Group services clients across the state of Georgia, counseling individuals and families in the acquisition, preservation, management and transfer of their property. We routinely work with the laws of income, gift, estate and generation-skipping taxation, trusts, estates, charitable giving, securities, partnerships and corporations.
Estate Planning and Drafting Wills and Trusts
MSP attorneys advise clients on advantageous estate planning opportunities, as they apply within the context of the particular client’s goals and objectives. Proper planning does more than just provide for the transfer of assets at death. Our clients include individuals and families who have accumulated substantial wealth, and those who are at the beginning of this process. We work with our clients to create unique estate plans that preserve assets and minimize taxes, both during their lives and, often, for many years beyond.
Aside from tax concerns, our estate plans are careful to address the special problems associated with specific assets, such as stock in a family business, in ways that achieve the client’s goals. We also design plans that take into account the special needs of beneficiaries, in ways that meet and exceed the client’s goals. For example, we are often called upon to craft estate plans for those who cannot manage assets or who suffer from mental or physical disabilities. We also address the practical issues of protecting assets from creditors and beneficiaries from themselves.
Administration and Probate of Estates and Trusts
Our attorneys advise individual and corporate fiduciaries regarding estate and trust administration, including post-mortem tax planning, general fiduciary obligations, and the probate process in Georgia.
Charitable and Exempt Organization Representation
We represent private foundations, hospitals, and other charitable organizations of local and regional importance. In addition, our attorneys have assisted clients with the formation of private family foundations and other charitable and nonprofit corporations, as well as structuring various types of lifetime and testamentary charitable gifts and bequests.
Tax Controversy Matters, Will Contests and Other Court Proceedings
We represent clients before the Internal Revenue Service in connection with general audits, estate and gift tax audits, and other tax controversies. Additionally, our attorneys handle caveats, will contests, and litigation seeking the proper construction of wills and trusts, and also engage in general probate litigation surrounding all kinds of issues.
Our services include counsel and representation in:
- Wills, including Simple Wills and Complex Wills
- Revocable Trusts
- Irrevocable Trusts
- Estate and Gift Taxation
- Estate Administration
- Grantor Retained Annuity Trusts
- Family Partnerships
- Generation-Skipping Tax Planning
- Charitable Remainder Trusts
- Business Succession Planning
- Family Foundations
To discuss your goals for providing for your family and for ensuring your wishes are honored, please call us today at 706-291-6223.