Estate Planning Attorney in Jackson MS

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.

How Our Estate Planning Attorney Can Help

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 estate planning attorney may assist you.

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