Trusts and Estates
Timberlake, Smith, Thomas & Moses provides estate planning for businesses and individuals. Our attorneys assist clients in the planning and implementation of estate plans designed to meet the client's personal and family objectives while, at the same time, minimizing transfer taxes. Our services include the development of business plans, estate tax planning, advice on retirement plans and Individual Retirement Accounts (IRAs), the creation and implementation of estate plans, and the analysis of asset valuations for estate and gift tax purposes. To assist our clients in meeting their financial goals, we establish family limited partnerships, limited liability companies, charitable trusts, real estate trusts, revocable and irrevocable trusts. We have extensive experience in drafting wills, trusts, powers of attorney, advance medical directives/living wills and medical powers of attorney, and other instruments that employ lifetime transfer techniques and other estate planning and income tax planning strategies. In addition, we assist individuals and corporations in estate administration/probate who act as executor, administrator, trustee, conservator, guardian, or in other fiduciary capacities, and we coordinate all appropriate filings including governmental filings and compliance with federal and state authorities, and the local clerks and commissioners of accounts.
For more information, contact our attorneys:
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