Estate & Gift Planning
Whether the goal is lifetime giving or estate planning, successful wealth planning for high net worth individuals requires an expertise in taxation. Attorneys at Tuggle Duggins use their knowledge and experience in taxation to help our clients navigate complex issues and meet their gifting and estate planning goals. We understand the importance of passing along wealth to the next generation.
Our charge is to help our clients choose, in the most tax efficient way, strategies that support their lifetime gifting goals. Our attorneys have experience preparing wills, trusts, prenuptial agreements, powers of attorney, and health care directives. We also have experience with complex wealth planning techniques, including grantor retained annuity trusts, intentionally defective grantor trusts, private annuities, family limited partnerships and LLCs.
We combine tax expertise with our knowledge of wills and trusts to design estate plans that enable our clients to manage their wealth and minimize their tax liabilities, while assuring the orderly and efficient transfer of that wealth and the protection of their business and investment assets.
Related AttorneysJames N. Duggins Jr. Scott C. GayleBradley L. JacobsMichael J. Wenig