Estate Planning, Wills and Trusts

For most individuals, there is no more important concern than having in place an estate plan, such as a will or trust, which will take care of your family after death.  In addressing this concern, we strive to work with you in understanding your particular goals and objectives when preparing your estate plan. Important aspects of any estate plan are meeting the financial needs of your surviving family members, avoiding family conflicts during probate, passing your family treasures to your designated beneficiaries, and minimizing estate taxes upon your death.  We will work closely with you in tailoring an estate plan that provides for an orderly transfer of your estate to your beneficiaries.  Minimizing estate or transfer 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 attorney may be prepared simultaneously with your will or trust.  During the estate planning process, you may wish to include tax-free gifts as part of your estate plan.  We are available to assist you in as estate plan that can minimize the strain placed on your children and heirs after your death.

Our attorneys will assist you in matters such as:

  • Estate and succession planning
  • Preparation and drafting of your last will and testament
  • Trust and estate administration
  • Trust Accounting
  • Gift planning, including gifts to minors and charities
  • Inheritance consideration
  • Powers of attorney, including healthcare powers of attorney
  • Advanced health care directives (living wills)
  • Guardianship and Conservatorship
  • Business succession planning for the family business or farm
  • Wealth transfer
    • Family limited partnerships
    • Limited liability companies
  • Retirement planning and distributions
  • Life insurance planning
    • Irrevocable life insurance trusts 
  • Estate and gift tax planning
  • Senior or elder care concerns
    • Medicare
    • Medicaid
    • Nursing homes
    • Long term care
  • Medicare and Medicaid requirements
  • Medical, health, disability, and long-term care insurance 
  • Asset protection
  • Special needs trust for a handicapped loved one 
  • Probate and administration
  • Trustee responsibilities
    • Payments to beneficiaries
    • Investments
    • Fiduciary duties
    • Co-trustees
    • 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 601-709-7000 or contact us online so we may assist you.