Estates & Trusts

HunterMaclean's Estates and Trusts attorneys represent clients throughout Georgia and the Southeast providing services ranging from basic wills and trusts to the most sophisticated tax-effective estate plans. The Firm's Estates and Trusts attorneys specialize in estate and gift tax planning, post-mortem tax planning, inter vivos and testamentary trusts, life insurance planning, generation-skipping planning, and probate and administration of wills, trusts and estates.

Representative Engagements

• The firm's Estates and Trusts practice includes the following recent and ongoing engagements:
• Administering estates (often in excess of $20 million) and counseling in all aspects of federal and state estate and income tax planning, probate and estate administration, and fiduciary representation.
• Advising corporate and individual fiduciaries with respect to the administration of trusts and estates, post-mortem planning, return preparation and fiduciary representation.
• Assisting clients with understanding and implementing charitable giving and estate planning vehicles such as private foundations, charitable lead trusts, and charitable remainder trusts.
• Handling estate and succession planning for owners of closely held businesses and tax effective planning for significant investment assets. The Firm's Estates and Trusts attorneys work closely with the firm's Corporate and Securities, Taxation, and Real Estate practice area attorneys to effect tax efficient transfers of closely held businesses and special investment assets, including such business and transfer planning techniques as family limited partnerships, discounted giving and sale techniques and estate planning for large retirement assets such as 401(k) and IRA plan balances.