- Wills
- Trusts: Insurance Trusts (ILITs), Revocable (Living) Trusts, and Asset Protection Trusts
- Advance Directives (Powers of Attorney and Health Care Directives)
- Irrevocable Trusts
- Asset Protection Planning as part of estate planning
- Family Business Planning and Multi-Generational Planning, including business law considerations
- Business and Succession Planning to ensure smooth transitions in line with probate administration
- Beneficiary Designations
- Gifting Programs associated with tax law
- Charitable Planning
- Prenuptial and Postnuptial Agreements
- Family Limited Partnerships (FLPs) & FLLCs
- Related Real Estate matters in the context of elder law
- Medicaid Planning as part of comprehensive elder law strategies
- VA Planning to ensure benefits align with estate planning goals
- Special & Supplemental Needs Trusts (SNTs), Qualified Income Trusts (QITs), and Miller Trusts for effective management under tax law
- Incapacity Planning to safeguard your interests
- Conservatorships and Guardianships to protect vulnerable individuals
- Long-term Care Planning
- Related Real Estate matters that may impact your overall financial strategy
- Decedents’ Estates and their management often involve key aspects of probate law.
- Understanding fiduciary law is crucial for effective estate planning and the proper administration of estates.
- Estate administration encompasses the administration of, funding of, and distributions from estates and trusts, as well as the taxation of estates under tax law.
- Additionally, the probate administration of estates in Tennessee and Georgia requires careful navigation of both state-specific regulations and the overarching principles of estate planning.
- Formation and Maintenance of Corporations, LLCs, Limited Partnerships, and Partnerships under business law
- Sole Proprietorships as a business structure
- Nonprofits and their unique legal considerations
- Tax-exempt/501(c)(3) Organizations & Charities in compliance with tax law
- Joint Ventures and partnerships in business
- Start-ups & Family Businesses navigating business law and estate planning
- Business Planning & Governance to ensure legal compliance
- Contracts, Leases, Buy-Sell Agreements, Business Acquisition and Sale Agreements in accordance with business law
- Employee Handbooks outlining workplace policies
- Deeds related to property transactions
- Licensing requirements for various business activities
- Like-kind Exchanges for tax-efficient property transactions
- Non-Compete Agreements and Trade Secrets protection under business law
- Promissory Notes and their legal implications
- Reorganizations & Mergers within the framework of business law
- Qualified Retirement Plans such as 401(k), Profit-Sharing Plans, and Defined Benefit Pensions are crucial components of business law, especially when considering employee benefits.
- Nonqualified Executive Benefit Plans and Deferred Compensation are also significant in the realm of elder law and estate planning, as they can provide financial security for key employees.
- QDROs (Qualified Domestic Relations Orders) play a vital role in ensuring equitable distribution of retirement assets during divorce proceedings, which intersects with probate administration.
- Cafeteria and Flex Plans offer employees customizable benefits, aligning with modern business law standards.
- Health Savings Plans and Accounts are essential for planning healthcare costs, especially for those engaged in elder law.
- COBRA regulations ensure continued health coverage, an important aspect of compliance in both tax law and employee benefits.
- ERISA (Employee Retirement Income Security Act) governs welfare benefit plans, ensuring they meet federal standards.
- IRAs of all types are fundamental in estate planning, helping individuals prepare for their financial future.
- Understanding fiduciary duties, investments, prohibited transactions, loans, hardship withdrawals, early retirement, and IRS regulations is crucial in both business law and tax law, especially during mergers and compliance reviews.
- Individual, Business, and Tax-exempt entities.
- Our tax planning strategies are designed to optimize your financial outcomes while ensuring compliance with applicable tax regulations.
- We specialize in estate planning, addressing crucial aspects such as estate, inheritance, gift, fiduciary income tax, and generation-skipping taxes.
- Explore options for planned giving to support foundations and charities effectively.
- We assist with probate administration to streamline the management of estates after a loved one passes.
- Additionally, we provide insights on charitable remainder and lead trusts to maximize philanthropic impact.