Estates & Trusts

Details

HunterMaclean’s estates and trusts practice group represents clients throughout Georgia, providing services ranging from wills and trusts to sophisticated tax-efficient estate plans to facilitate the transfer of wealth and the protection of assets. Our attorneys offer expert counsel to benefit high-net-worth individuals as well as clients with special needs, addressing estate and gift tax, generation skipping transfer tax, and income tax issues.

The Firm works closely with individuals to develop estate plans that provide for strategic protection of assets, access to those assets, distribution of assets according to the client’s wishes upon death, and reduction of probate costs and estate and inheritance taxes.

The Firm represents a wide range of clients in matters of business succession planning by working with our corporate and securities, taxation, and real estate attorneys to develop tax-efficient transfers of closely held businesses and investment assets.

The Firm’s specific areas of practice include estate and gift tax planning, postmortem tax planning, inter vivos and testamentary trusts, life insurance and charitable planning, generation-skipping planning, and probate and administration of wills, trusts, and estates. We also have many years of experience in creating Irrevocable Life Insurance Trusts (ILITs), Grantor Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Qualified Personal Residence Trusts (QPRTs), and Beneficiary Defective Inheritor’s Trusts (BDITs).

The Firm has extensive experience administering high-wealth estates in excess of $20 million and counseling in various aspects of federal tax planning, probate and estate administration, and fiduciary representation.

The Firm also has a fiduciary litigation practice group that represents fiduciaries and beneficiaries in contested probate and trust matters and related litigation.

Tracing its history to 1879, HunterMaclean has assisted generations of clients with their estates and trusts needs. We are proud to offer a wide range of asset protection and wealth preservation strategies to assist our clients with their planning objectives.

Experience

• Administering estates (often in excess of $20 million) and counseling in all aspects of federal and state estate tax planning, probate and estate administration, and fiduciary representation.
• Advising corporate and individual fiduciaries with respect to the administration of trusts and estates, postmortem planning, 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, limited liability family entities, and tax-effective planning for significant investment assets. 
• The Firm’s estates and trusts attorneys work closely with our corporate and securities, taxation, and real estate attorneys to effect tax-efficient transfers of closely held businesses and special investment assets.

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