Trusts, Income Tax & Estate Planning and Administration

At Saunders Walsh & Beard our estate planning attorneys are here to develop a real relationship with you for the purpose of wealth transfer and tax planning to your chosen beneficiaries.  We prefer to listen first, then act on what you tell us.  The degree of sophistication and complexity recommended depends solely on your needs and best interests. When we develop a plan, it fully reflects the input and directions we have received in our in-depth interviews with you. With our help, it becomes your plan for the remainder of your life and then the lives of your beneficiaries.  We counsel individuals and families throughout their lifetimes as their circumstances, wealth, and desires evolve. We learn what really matters to our clients and tailor our advice to match their goals and will offer to train you and your beneficiaries on how to operate the structure you created.  We provide unique solutions for each client we serve and do so with a sense of humor. Many of our lawyers and paralegals in the group have been practicing in this field of law for many years. Clients know they can depend on our depth of experience to help them achieve their objectives today and for generations to come.

• Revocable Living Trusts, Irrevocable, Special Needs and Gift Trusts
• Wills
• Personalized estate planning with an emphasis on sophisticated lifetime wealth transfer techniques and appropriate tax planning at each generational level
• Succession planning for business owners and family offices, including buy-sell agreements and business sub-trusts
• Family limited partnerships, limited liability companies and closely held businesses
• Targeted creation and structure of closely held business and investment entities to carry out their long-term goals, including business succession planning
• IRS approved estate discounting strategies for taxable estates
• Anonymity strategies for privacy and avoidance of litigation
• Marital property agreements
• Generation-skipping planning
• Charitable giving and charitable entities
• Life insurance planning
• Estate administration and probate

For additional information about our Wills, Trusts & Estates Practice or to make arrangements for an initial consultation, give us a call at (214) 919-3555.