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Patton Roberts is comprehensive in its approach to matters relating to Estate Planning and work primarily with individuals and families to help them formulate and achieve their goals relating to Wealth Transfer Planning and Estate and Trust Administration. From preparation of Wills and Trusts, to asset preservation planning, Patton Roberts helps clients strategically manage their wealth and ensure maximum value in the future. We offer a full range of services and know that clients who seek our counsel require a personalized approach to preserve, administer, and transfer wealth. We also assist clients with income taxation of individuals and family businesses and provide advice regarding marital property issues. We can provide you expert, experienced counsel and guidance in the following areas: Basic Estate Planning
Revocable Living Trusts Powers of Attorney for Asset Management Powers of Attorney for Health Care Management Advanced Directives (Living Wills) Other Ancillary Documents, as needed Business Succession Planning
Family Business Planning Arrangements Voting Trusts and Other Key Shareholder Agreements Asset Protection
Asset Protection Trusts Pre and Post Marital Agreements Partition and Community Property Agreements Charitable Planning
Charitable Lead Trusts Charitable Bargain Sales and Other Techniques Estate and Gift Planning Vehicles
Dynasty Trusts Irrevocable Life Insurance Trusts Family Limited Partnerships and Family Limited Liability Companies Grantor Retained Annuity Trusts Intentionally Defective Grantor Trusts Sales to Intentionally Defective Grantor Trusts Qualified Personal Residence Trusts 2503(c) Trusts For Persons Under Age 21 Other
Probate Counseling Life Insurance Planning Guardianships, Custodianships, and Sections 142 and 867 Trusts |
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