Find Lawyers in Atlanta, Georgia for Trusts and Estates
Bob Edge is recognized by many as the dean of estate planning attorneys in Georgia. He led the firm's Wealth Planning for over 25 years. He has been included in The Best Lawyers in America since its inception, is named among Georgia Trend's Legal Elite, is listed in Super Lawyers magazine, is a Fellow of the American College of Trust and Estate Lawyers and has been chairman of the State Bar's Fiduciary Section, as well as president of both the Atlanta Estate Planning Council and the Georgia F...
Tom Jones is a Chamberlain Hrdlicka shareholder who maintains a dual practice in Corporate/Business law and Trust and Estates law. He has over 40 years of experience providing counsel and guidance to corporate management, business owners, and individuals in these areas. His clients include banks and other public companies, successful private businesses in a broad range of industries, and individuals and their families. Tom was born and raised in Canton, Georgia, where he attended public schoo...
J. Scot Kirkpatrick possesses substantial experience in estate and tax law and heads the Trust and Estates Practice Group of the firm’s Atlanta office. He primarily represents high net worth individuals and their families. Mr. Kirkpatrick handles matters such as wills; planning for incapacity, including powers of attorney and health care declarations; gifting techniques and strategies; life insurance planning; trust planning; generation-skipping planning; charitable giving and charitabl...
Trust, estate, business and tax planning attorney Jim Robinson takes a personal interest in the clients he represents, and is appreciated for his dedication to serving as a trusted adviser who cares about their businesses, family and goals for the future. Jim concentrates his practice on estate and corporate planning, working with families and closely held businesses on issues that range from the routine to the complex and involving succession, estate and gift, and sophisticated tax planning,...
Margaret W. Scott concentrates her practice on estate planning, fiduciary and tax litigation, estate settlement, trust administration, charitable planning, charitable solicitation law and exempt organizations. Margaret is a fellow of the American College of Trusts and Estates Counsel. She is the past chair of the Nonprofit Law Section of the State Bar of Georgia and is the Secretary of of the Fiduciary Law Section of the State Bar of Georgia. She is the President of the Atlanta Estate Plannin...
Named by Best Lawyers in America as the “2012 Atlanta Lawyer of the Year” in the exempt organizations area and as the “2013 Atlanta Lawyer of the Year” in the trusts and estates litigation area, Ben White's practice emphasizes exempt organizations of all kinds, as well as estate and tax planning. As a partner in the largest and most comprehensive exempt organizations practice in the Southeast, Mr. White is widely known for his successful representation of exempt organi...
Mark Williamson is a partner and chair of Alston & Bird's Wealth Planning and Exempt Organizations Group. He is a Fellow of the American College of Trust and Estate Counsel and practices in the areas of estate planning and federal taxation. Mr. Williamson practiced with the Milwaukee law firm of Foley & Lardner before joining Alston & Bird and has been an adjunct professor of law at the University of Wisconsin in Madison and Georgia State University in Atlanta. He was on the facul...
Trusts and Estates Definition
How Can a Trusts and Estates Attorney Help You?
Trust and estate attorneys help clients plan for the efficient and effective transfer of assets to spouses, to younger generation family members, to other persons clients wish to benefit, and to charities. The practice involves the preparation of trust agreements, wills, powers of attorney, medical directives, and closely held business structures, including partnerships, limited liability companies, and corporations.
What are the Trusts and Estates Practices Focal Points?
When attorneys begin the planning process, they consider your objectives, your family relationships, charitable inclinations, and the relationship of federal and state estate tax, gift tax, and generation skipping transfer tax laws to these objectives. Attorneys then work with you and, in some cases, with other advisers to design the appropriate plan to meet your goals and objectives, prepare the necessary documents to carry out the desired plan, and assist with the implementation of your plan. In connection with family wealth planning, attorneys plan and draft trust agreements and wills, create various business entities, and carry out business reorganizations.
Trust and estate attorneys also handle the administration of estates. Attorneys confer with members of a decedent’s family on the various issues, including:
• Assistance to the executor with the preparation of the required probate documents and assist in valuation of estate assets
• Making insurance claims
• Preparation of final income tax returns and the estate’s income and federal and state estate tax returns
• Monitoring of the investment of the estate’s assets
• Arranging for the distribution of the estate’s net assets
• Throughout the administration of an estate, consideration is given to income tax savings through the timing of distributions and the timing and claiming of appropriate deductions.
In the trust administration area, attorneys advise and consult with corporate and individual trustees concerning the discharge of the trust’s terms and consult with beneficiaries concerning trust administration matters including the preparation of trust accounts.
Trust and Estate attorneys also assist clients in all phases of probate and trust litigation. This may involve construing or reforming the terms of a will or trust, prosecuting or defending a will contest action or surcharge actions against trustees.
What is a Trusts and Estates attorneys goal for its clients?
The goal of an trust and estate attorney is to assist clients to achieve their personal goals while obtaining the significant tax savings which may be available to them through proper planning. Attorneys in the practice spend a significant amount of time dealing with the federal estate, gift, and generation skipping tax issues involved in transfer planning.
Recognition by Best Lawyers is based entirely on peer review. Our methodology is designed to capture, as accurately as possible, the consensus opinion of leading lawyers about the professional abilities of their colleagues within the same geographical area and legal practice area.
Best Lawyers employs a sophisticated, conscientious, rational, and transparent survey process designed to elicit meaningful and substantive evaluations of the quality of legal services. Our belief has always been that the quality of a peer review survey is directly related to the quality of the voters.
Enhancing Consumer Safety Through Winning Jury Trials and Substantial Settlements
by Justin Smulison