Generational Wealth Planning

The firm’s Trusts and Estates Practice serves individuals and institutional clients in an innovative manner. We provide sophisticated legal and tax advice to wealthy individuals and families, owners of closely-held businesses, institutional fiduciaries, and charitable organizations. Although a substantial portion of the practice involves the creation of planning arrangements that minimize or eliminate estate, gift, generation-skipping transfer, and/or income taxes, the Trusts and Estates Practice is focused on clients’ needs and strategies that address family and financial matters as well as tax concerns.

The following are among the services handled by members of the Trusts and Estates Practice:

  • Lifetime estate and gift planning for individuals and families.
  • Wealth-leveraging techniques, including family limited partnerships and grantor trusts.
  • Succession planning for owners of closely held businesses.
  • Estate administration services.
  • Fiduciary litigation.
  • Representation of corporate and individual fiduciaries.

Albany, Georgia

1115 West 3rd Avenue
Albany, GA 31707
(229) 883-2441

Valdosta, Georgia

3316 North Oak Street Extension
Valdosta, GA 31605
(229) 883-2441

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