Estate Planning Services

Wills, and Probate

For most individuals, there is no more important concern than having in place an estate plan which will take care of one's family after death. In addressing this concern, our estate planning lawyers strive to work with our clients in understanding their particular goals and objectives when preparing their estate plan. One of the most important aspects of estate planning is meeting the financial needs of the surviving family members.

Our attorneys will work closely with you in tailoring your estate planning needs to provide for an orderly transfer of your assets to your desired beneficiaries. Minimizing estate taxes is an important part of any estate plan. We will assist and advise you with respect to the methods and solutions available to accomplish your estate planning objectives. We are experienced in drafting wills, irrevocable trusts, family limited partnerships and related documents which may be necessary to implement your estate plan. This also includes preparing trusts for any particular need or situation. Advanced health care directives (living wills) and powers of attorneys are prepared simultaneously with your will or trust. We often assist clients with making tax free gifts as part of their estate plan.

Our attorneys will assist you in such matters as:

• Estate and succession planning
• Preparation and drafting of your last will and testament
• Trust and estate administration
• Gift planning, including gifts to minors and charities
• Inheritance consideration
• Trust planning and drafting
  • Irrevocable life insurance trust
  • Special needs trust
• Powers of attorney, including healthcare powers of attorney
• Business succession planning for the:
  • Family business
  • Farm
  • Closely held business
• Wealth transfer, such as:
  • Family limited partnerships
  • Limited liability companies
• Retirement planning and distributions:
  • Qualified pension plans
  • Employee Benifits
  • ERISA
  • Rollovers or direct transfers
  • Lump sum distributions
• Life insurance planning, including:
  • Irrevocable life insurance trusts
  • Split dollar arrangements
• Estate and gift tax planning
• Tax Planning
• IRS audits
• Litigation
• Senior or elder care concerns, relating to:
  • Medicare
  • Medicaid
  • Nursing homes
  • Long term care
• Medical, health, disability, and long-term care insurance
• Living wills and revocable trusts
  • Drafting a will
• Contesting a will
• Asset protection
• Probate administration and litigation
• Executor or Trustee responsibilities, including:
  • Payments to beneficiaries
  • Investments
  • Fiduciary duties
  • Co-trustees
  • Co-executors
  • Disputes or controversies

When you need a law firm in Jackson, Mississippi experienced and knowledgeable in business, tax, ERISA and estate matters, please call our office at 888-457-4379 or contact us online so we may assist you. We also advise clients with business laws, incorporation services, business formation, and buying or selling a business.