Estate Planning
The Estate Planning services of Hall Estill begin with a comprehensive review of each client’s lifetime and testamentary goals. Attentive to each client’s unique circumstances, our attorneys recommend and implement appropriate management, protection, succession strategies and if necessary, transfers of wealth, for individuals, as well as fiduciaries to:
- Reduce state and federal wealth transfer taxes, including tax-wise leveraged gifting with discounts requiring independent valuations;
- Preserve closely held family businesses or structure unique planning instruments; and
- Create philanthropic vehicles.
For families of substantial net worth, we offer significant experience in planning for transfers of wealth, including stock option advice, deferred compensation plans, split-dollar life insurance plans and IRA distributions.
Hall Estill’s Estate Planning attorneys counsel executors, personal representatives, trustees and other fiduciaries in an array of matters, including analysis of complex tax issues, and representation in state and federal court proceedings. Senior level attorneys serve as executors and trustees for estates and trusts.
If a dispute arises in trust and estate administration, our attorneys work with our Litigation practice group to handle matters involving will and trust contests and construction, claims of breach of fiduciary duty and contested creditor claims against an estate.
Services include, but are not limited to:
- Simple and complex wills
- Powers of attorney
- Living wills and trust agreements
- Special needs trusts and health care proxies
- Advance Medical Directives
- Insurance trusts
- Family limited partnerships and LLCs
- Grantor retained annuity trusts
- Qualified personal residence trusts
- Defective grantor trusts
- Charitable remainder trusts
- Private foundations
- Charitable arrangements
- Asset audit and valuation
- Estate administration
- Disputed estates and trusts
- Probate
- Guardianship
- Litigation
- Taxation