HunterMaclean’s estates and trusts practice group represents clients throughout Georgia, providing services ranging from wills and trusts to sophisticated tax-effective estate plans to facilitate the transfer of wealth. 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. More specifically:
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 closely with our corporate and securities, taxation, and real estate attorneys to develop tax efficient transfers of closely held businesses and special 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), Sales to Intentionally Defective Grantor Trusts (IDGTs), and Qualified Personal Residence Trusts (QPRTs).
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.
Finally, the Firm represents fiduciaries and beneficiaries in contested probate and trust matters and related litigation, combining the strengths of HunterMaclean’s trusts and estates practice group and our litigation practice group on behalf of our clients. Allegations of breach of fiduciary duty, estate mismanagement, claims by beneficiaries, and family disputes can all be handled discreetly by the HunterMaclean team.
Tracing its history to 1879, HunterMaclean has been proud to assist generations of clients with their estates and trusts needs. We’re proud to offer a wide range of asset protection and wealth preservation strategies to transfer assets on a tax favorable basis.