Estate Planning Attorney

If you or your company has undergone a significant life-changing event, Shook, Hardy & Bacon L.L.P. (SHB) recommends contacting an estate planning attorney. A life-changing event can render your current estate plan void, which could prove disastrous in the future. Have you recently experienced any of the following?

• Changes in financial or marital situation
• The addition of new family members
• The loss or disability of loved ones
• Declining health
• Changes in charitable inclinations
• A change in state of residence
• Annual changes in tax laws

An SHB estate planning attorney can provide a plan to coordinate wills, trusts, jointly owned property interests, life insurance policies, pension plans, and retirement accounts. A well-crafted estate plan can also help minimize the risk of taxing authorities becoming the unnamed beneficiaries of an estate.

The tax ramifications for your business can be exponential if you do not have the counsel of an experienced estate planning attorney. SHB has a long and successful history of representing corporations, partnerships, limited liability companies, trusts, individuals, and estates in a wide range of taxation matters. Estate planning attorneys are part of our SHB Tax Law Practice. This skilled team provides cost-efficient services focused on business and individual tax planning, tax controversies, tax litigation, and non-profit and tax exempt organizations.

The SHB Tax Law Practice routinely prepares technical advice memoranda, determination letters and requests for private letter rulings, as well as memoranda and opinion letters supporting positions taken by SHB clients on their tax returns. Your SHB estate planning attorney will work closely with you and your accountant to establish internal reporting procedures and to ensure that your computer systems produce the type of data required on tax returns.

Non-for-profit institutions also can benefit from working with an estate planning attorney. We counsel tax-exempt clients on investment matters, including joint ventures with for-profit organizations and the potential prohibited transaction, as well as other excise tax issues raised by such investments.

To visit with an SHB estate planning attorney, contact us today.