Estate and Tax Planning

Estate & Tax Planning Georgia - Albany Ga based Gardner Willis Sweat Plaire & PickettThe 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.
  • Income and transfer tax controversy (audit and litigation) work.
  • Representation of corporate and individual fiduciaries.