Estate Planning Preserving Your Legacy
Estate planning should never be an afterthought; it's a vital aspect of preserving your legacy and ensuring your family's future is secure. At Kilpatrick, we recognize that your wealth, assets, and business interests reflect your life's work. Our mission is to craft estate plans that honor your legacy and ensure a smooth, tax-efficient transition of your wealth to the next generation. We are committed to creating strategies that are as unique as the individuals we serve.
Reach
Our services extend beyond traditional estate planning to include a comprehensive suite of strategies tailored to the needs of closely held business owners and their families. Recognizing the unique challenges and opportunities presented by such enterprises, we are dedicated to developing succession plans that ensure business continuity while aligning with your broader estate objectives. This includes crafting intricate LLC operating agreements, partnership arrangements, and shareholder buy-sell agreements, all designed to safeguard your business's future and its role within your estate.
Approach
We take a holistic approach to estate planning, providing the full spectrum of tax and corporate law to provide you with a cohesive plan. Our advanced tax planning techniques is aimed at minimizing your tax burden while maximizing the benefits to your heirs. Our multidisciplinary team works collaboratively to address every facet of your estate, ensuring that your legacy is preserved and your family is protected for generations to come.
Areas of Focus:
Revocable Trusts
Estate Tax and Income Tax Mitigation Planning
Pre-Sale Business and Tax Planning
Sales to Defective Trusts
Insurance Planning
Business Succession Planning
Beneficiary Defective Trusts
Grantor Retained Annuity Trusts
Private Annuities
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Disclaimer
While we are pleased to have you contact us by telephone, surface mail, electronic mail, or by facsimile transmission, contacting Kilpatrick Townsend & Stockton LLP or any of its attorneys does not create an attorney-client relationship. The formation of an attorney-client relationship requires consideration of multiple factors, including possible conflicts of interest. An attorney-client relationship is formed only when both you and the Firm have agreed to proceed with a defined engagement.
DO NOT CONVEY TO US ANY INFORMATION YOU REGARD AS CONFIDENTIAL UNTIL A FORMAL CLIENT-ATTORNEY RELATIONSHIP HAS BEEN ESTABLISHED.
If you do convey information, you recognize that we may review and disclose the information, and you agree that even if you regard the information as highly confidential and even if it is transmitted in a good faith effort to retain us, such a review does not preclude us from representing another client directly adverse to you, even in a matter where that information could be used against you.
