Estate Planning

Estate Planning

Stephens-Guthrie is dedicated to providing clients with total legacy planning, taking the client's family and financial and philosophical values into consideration. We provide a comprehensive array of estate planning strategies and documentation for estates of all sizes and complexities.


We utilize the latest techniques, including Wills, Revocable Living Trusts, Family Limited Partnerships, Defective Grantor Trusts, Grantor Retained Annuity Trusts, Charitable Lead and Remainder Trusts and Private Annuities.


We work with our clients to formulate an estate plan that saves taxes, preserves family businesses, transfers wealth and builds a strategy for possible disabilities. We help our clients visualize and design their legacies which will shape the lives of future generations.

Estate Planning

Estate Planning

 

Stephens-Guthrie is dedicated to providing clients with total legacy planning, taking the client's family and financial and philosophical values into consideration. We provide a comprehensive array of estate planning strategies and documentation for estates of all sizes and complexities.


We utilize the latest techniques, including Wills, Revocable Living Trusts, Family Limited Partnerships, Defective Grantor Trusts, Grantor Retained Annuity Trusts, Charitable Lead and Remainder Trusts and Private Annuities.


We work with our clients to formulate an estate plan that saves taxes, preserves family businesses, transfers wealth and builds a strategy for possible disabilities. We help our clients visualize and design their legacies which will shape the lives of future generations.

Asset Protection

Asset Protection

 

Lawsuits abound in today’s society. We can recommend a variety of methods available under the law, which allow you to shelter assets from creditors’ claims. We will advise you with a variety of tools to keep your hard earned dollars working for you, including:

 

  • Exempt Property Training
  • Marital Agreements
  • Family Limited Partnerships and Limited Liability Companies
  • Domestic Trust Planning

Estate Administration

Estate Administration

 

The administration of an estate plan is often more important than its creation. Our commitment to our clients continues through the probate process and the administration of the estate. We assist our clients through the probate of the Will, collection of the assets, payment of the debts and dealing with creditors of the estate. We will prepare or assist with the preparation of an estate tax return, if necessary. We will often work with a client's accountant to accomplish these tasks. We will assist in the transfer of assets to beneficiaries, the funding of testamentary trusts and, in the event of an audit of the estate tax return, we will assist with the audit process. We personally assist clients in avoiding legal traps and overcoming hurdles during a difficult life transition.

Charitable Planning

Charitable Planning

 

Charitable planning is an important aspect of many family estate plans. We help our clients plan their charitable gifts to maximize tax benefits and control using techniques such as creating non-profit organizations, including private foundations, public charities, charitable lead trusts and charitable remainder trusts, assisting in negotiating and creating funds within other charities, and advising on tax strategies of gifts to charities. We also help our clients file for tax exemptions, advise boards and officers on governance issues and advise on tax reporting and tax issues.

Business Planning

Business Planning

 

Stephens-Guthrie represents a wide range of family owned and closely held businesses. We advise business owners, executives, professionals and families regarding the tax, business and personal aspects of starting, running and transferring ownership in closely held businesses.


We work with our clients to determine the best entity to own and operate from a tax and liability perspective. We assist clients with the legal issues in day-to-day operations, as well as issues regarding growing and selling a business or transferring ownership to a third party or succeeding generation.


Our attorneys provide general legal counsel in all areas including the legal fields of corporate and partnership law and taxation, business transactions, estate planning, trust and estate administration and fiduciary tax planning.