1300 Baxter Street Suite 300 | Charlotte, NC 28204 | 704.332.8000
MENU    

Trusts and Estates

ATTORNEYS

The attorneys below specialize in this
practice area.

The lawyers of our Trusts and Estates practice participate in the design and implementation of sophisticated strategies for individuals and families to carry out their estate planning goals, including planning to minimize estate, gift and generation skipping taxes. This may include establishing and funding limited liability companies, structuring sales to defective grantor trusts, establishing life insurance trusts, advising clients on the creation of private foundations and supporting organizations, considering the advisability of grantor retained annuity trusts and qualified personal residence trusts.

Our lawyers prepare estate planning documents and federal and state estate, gift and income tax returns and participate with other advisors in the consideration of the efficacy of disclaimers, valuation of assets, tax allocation issues and in the audits of tax returns.