Smith Moore Leatherwood can assist individuals and their families with personal estate planning and business owners with succession planning. We also provide counsel to individuals and institutions in their capacity as fiduciaries, including guardians, attorneys-in-fact, executors and trustees.
We can help you with:
Estate and Gift Tax Planning
Structure lifetime and testamentary estate plans to minimize gift, estate and generation-skipping transfer taxes, including the preparation of will and trust documents and advising clients on the purchase of life insurance, the titling of assets and the designation of beneficiaries for life insurance and retirement plans.
Business Succession Planning
Work with business owners to provide for the orderly transfer of ownership of business interests following death.
Charitable Gift Planning
Work with clients to achieve their charitable and tax-saving objectives through the use of private foundations, charitable trusts and other charitable giving techniques.
Advise clients regarding options for structuring trusts to best meet the non-tax needs of their family, including special-needs trusts, spousal trusts and trusts for descendants.
Assist fiduciaries with compliance with probate laws, the preparation of various fiduciary tax returns (including the estate tax return) and post-mortem tax planning.
Assist clients in resolving conflicts in will and trust documents through the use of family settlement agreements, caveats and declaratory judgments.