The firm's Trusts and Estates
Practice serves individuals and
institutional clients in an
innovative manner. We provide
sophisticated legal and tax
advice to wealthy individuals
and families, owners of closely
held businesses, institutional
fiduciaries, and charitable
organizations. Although a
substantial portion of the
practice involves the creation
of planning arrangements that
minimize or eliminate estate,
gift, generation- skipping
transfer, and/or income taxes,
the Trusts and Estates Practice
is focused on clients' needs and
strategies that address family
and financial matters as well as
tax concerns.
The following are among the
services handled by members of
the Trusts and Estates Practice:
•
Lifetime estate and
gift planning for
individuals and
families.
•
Wealth-leveraging
techniques,
including family
limited partnerships
and grantor trusts.
•
Succession planning
for owners of
closely held
businesses.
•
Estate
administration
services.
•
Fiduciary
litigation.
•
Income and transfer
tax controversy
(audit and
litigation) work.
•
Representation of
corporate and
individual
fiduciaries.
The information
contained in this Website is provided for
informational purposes only by Gardner, Willis,
Sweat & Handelman, LLP, and should not be
construed as legal advice on any subject matter.
No recipients of content from this site, clients
or otherwise, should act or refrain from acting
on the basis of any content included in the site
without seeking the appropriate legal or other
professional advice on the particular facts and
circumstances at issue from an attorney licensed
in the recipient's state. The content of this
Website contains general information and may not
reflect current legal developments, verdicts or
settlements. The Firm expressly disclaims all
liability in respect to actions taken or not
taken based on any or all the contents of this
Website.
Any information sent to The Firm by Internet
e-mail or through the Website is not secure and
is done so on a non-confidential basis.
Transmission of information from this Website
does not create an attorney-client relationship
between you and The Firm, nor is it intended to
do so. The transmission of the Website, in part
or in whole, and/or any communication with us
via Internet e-mail through this site does not
constitute or create an attorney-client
relationship between us and any recipients.
Some links within the Website may lead to other
web-sites, including those operated and
maintained by third parties. The Firm includes
these links solely as a convenience to you, and
the presence of such a link does not imply a
responsibility for the linked site or an
endorsement of the linked site, its operator, or
its contents.
Reproduction, distribution, republication,
and/or retransmission of material contained
within The Firm Website is prohibited unless the
prior written permission of The Firm has been
obtained.
