Atlanta Trust And Estate Attorneys

Atlanta Trust And Estate Attorneys​ - Trust And Estate Attorneys Atlanta

Looking to hire a trust and estate attorney in Atlanta? 

In this article, you’ll learn about:

  • what services do we offer
  • what problems we solve for you
  • the process of working with us

Let’s dig in.

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What Services Do Atlanta Trust And Estate Attorneys Offer?

You’re likely wondering what services we provide. 

Here is a breakdown of the services we offer for estate planning in Georgia. 

  • Estate Planning: We help you create a plan to manage and transfer your assets to beneficiaries after your death. This may include drafting wills, creating trusts, and developing tax-efficient strategies to minimize estate taxes.
  • Trust Administration: We help trustees with fulfilling their duties, such as managing assets, distributing income and principal to beneficiaries, and filing tax returns.
  • Probate Administration: We help personal executors through the probate process. This involves validating a deceased person’s will, paying debts and taxes, and distributing assets to heirs.
  • Asset Protection: We help you protect your assets from creditors and potential lawsuits through various strategies such as creating trusts and forming LLCs.
  • Business Succession Planning: We help business owners with developing a plan to transfer ownership and management of their business to the next generation.
  • Charitable Giving: We help you figure out ways to make charitable contributions while maximizing tax benefits.

Our trust and estate attorneys in Atlanta can handle all of this for you

Fill out the form on this page for a free, no-obligation consultation.

What Is Estate Planning?

Estate planning boils down to:

  • protecting your assets from creditors and lawsuits
  • distributing your assets how you want 
  • avoiding probate
  • minimizing taxes
  • taking care of your family
  • supporting charitable causes

For estate planning, we normally create:

The Importance Of Hiring An Atlanta Trust And Estate Attorney

Hiring an Atlanta trust and estate attorney is important for several reasons, including:

  • Legal Expertise: We have specialized knowledge of the laws and regulations surrounding trusts and estates. We can help you navigate complex legal issues and ensure that your assets are protected.
  • Customized Solutions: Each individual’s situation is unique, and a trust and estate attorney can create a customized plan that meets your specific needs and goals.
  • Avoiding Mistakes: The laws surrounding trusts and estates are complex, and making a mistake can be costly. An attorney can help you avoid mistakes and ensure that your plan is legally sound.
  • Administration of Your Estate: A trust and estate attorney can help your loved ones with the administration of your estate after you pass away. This can include managing assets, distributing property, and resolving disputes.
  • Peace of Mind: By hiring a trust and estate attorney, you can have peace of mind knowing that your assets and loved ones will be taken care of according to your wishes.

What Problems Do Trust And Estate Attorneys In Atlanta Solve?

What problems do trust and estate planning lawyers in Atlanta solve, though?

Here are things we help clients overcome. 

  • Inadequate Estate Planning: Many people do not have a comprehensive estate plan in place. Or their plan may not be sufficient to achieve their goals. We work alongside you to create a plan that meets your specific needs and goals, such as minimizing taxes, protecting assets, and ensuring your wishes are carried out.
  • Probate Disputes: Disputes can arise during the probate process, such as challenges to the validity of a will, claims by creditors, or disagreements among beneficiaries. We work alongside you to resolve these disputes and ensure that your assets get distributed according to your wishes.
  • Trust Disputes: Similar to probate disputes, trust disputes can arise when beneficiaries or trustees disagree about the management or distribution of assets held in a trust. We work alongside you to resolve these disputes and protect your interests.
  • Business Succession Planning: Business owners often face challenges when it comes to transferring ownership and management of their business to the next generation. We work alongside you to develop a plan that ensures a smooth transition and minimizes tax implications.
  • Asset Protection: High-net-worth individuals and business owners may face threats to their assets, such as lawsuits or bankruptcy. Trust and estate attorneys can help create a plan to protect assets and shield them from potential creditors.
  • Tax Planning: Estate and gift taxes can be a significant burden on an estate, but there are strategies that can be used to minimize these taxes. We work alongside you to develop tax-efficient estate plans that minimize tax liabilities and preserve assets.

You don’t need a cookie-cutter trust and estate attorney. 

You need someone who can tailor your estate planning to your goals.

What’s The Process Of Working With Trust And Estate Attorneys?

So, what’s the process of working with our Atlanta trust and estate attorneys like? 

Here is a breakdown of what you can expect. 

  1. Initial Consultation: The first step is to schedule an initial consultation. During this meeting, we will ask questions to understand your goals, assets, family situation, and any concerns or challenges you may be facing. 
  2. Proposal and Engagement: After the initial consultation, we will provide a proposal outlining the scope of work, fees, and terms of the engagement. Once you agree to the proposal, you will sign an engagement letter and pay a retainer fee.
  3. Information Gathering: We will gather information about your assets, such as bank accounts, investments, real estate, and business interests. We may also review any existing estate planning documents and tax returns.
  4. Estate Plan Development: Based on your goals and the information gathered, we will develop an estate plan that meets your needs. This may include drafting a will, creating trusts, developing a business succession plan, or designing tax-efficient strategies.
  5. Review and Revision: We will review the estate plan with you, answer any questions you may have, and make any necessary revisions based on your feedback.
  6. Execution: Once the estate plan is finalized, we will work with you to execute the necessary legal documents, such as a will or trust agreement.
  7. Ongoing Review and Maintenance: Over time, your goals, assets, and family situation may change, and the estate plan may need to be updated accordingly. We provide ongoing review and maintenance of the estate plan to ensure it continues to meet your needs.

Hire Experienced Trust And Estate Attorneys In Atlanta

If you have assets to protect, fill out the form on this page.

Our trust and estate attorneys in Atlanta have the experience you need to:

  • pay the least in estate taxes
  • protect your wealth from lawsuits and creditors
  • distribute your estate how you see fit

Talk soon.

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We run out of free consultations every month. Sign up to make sure you get your free consultation. (Free $350 value.)

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