Estate Planning, Probate, and Taxation

Drawing on extensive knowledge and experience, we work with clients and their other advisors in tailoring effective strategies to protect assets and plan for the tax efficient transfer of wealth to intended beneficiaries. We prepare the wills, trusts, powers-of-attorney and other instruments needed to affect those strategies. We also handle disputes with the Internal Revenue Service and the Mississippi State Tax Commission.

We work closely with our clients to develop a plan that meets their personal goals while taking into consideration their family situation, assets and any tax opportunities available to them. We assist with:

• Gifting programs
• Charitable giving
• Health care decision making
• Elder law
• Planning for family members with special needs
• Business and farm succession planning
• Marital deduction planning
• Liquidity planning
• Disposition of assets upon death in a tax efficient manner
• Powers of attorney
• Premarital agreements
• Conservation easements
• Administration of decedents' estates
• Wills
• Trusts
  • Testamentary and Inter-vivos trusts
  • Marital and "Bypass" trusts
  • Trusts for benefit of children
  • Irrevocable insurance trusts
  • Generation skipping trusts
  • Charitable trusts
• Buy sell agreements
• Family limited partnerships
• IRS disputes
• Mississippi State Tax Commission proceedings

Our estate and trust services give clients and their family members peace of mind in elder law planning for disability as well as administering and settling estates, preparation of estate tax returns, business succession and tax planning to meet our clients' individual objectives.

Our probate, estate and trust administration practice includes representation of executors, trustees and guardians. We also have vast experience in probate litigation, will contests, guardianships, conservatorships and general probate matters. In our estate administration practice we assist executors through the probate process of transferring assets from the decedent to his or her beneficiaries, whether in a small or large, complex estate. In addition, in complex estate matters our services include the preparation of the estate plan and consideration of port-mortem estate planning, such as disclaimers, special use valuation and the payment of estate taxes in installments for certain closely held business owners.

ARTICLES AND OTHER INFORMATION

A Layperson's Guide To Understanding Estate Planning In Mississippi 

Durable General Power Of Attorney For Asset Management

Durable Power Of Attorney For Health Care

Estate Plan Review Questionnaire

Glossary of Estate Planning Terms

Incentive Trusts: An Idea Whose Time Has Come (and Gone?)

It's Easy To Become an Organ and Tissue Donor In Mississippi

Privacy Policy Notice

Wills Assure Assets are Distributed Properly

FORMS

Estate Planning Client Data PDF Form