MendenFreiman LLP Estate Planning Brochure

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  • 1. Wills, Trusts & Estate Planning | Estate Administration | Business & Tax Law
  • 2. Wills, Trusts and Estate Planning
  • 3. Everyone should have an up-to-date estate plan. No matter your age, financial situation or marital status, seeking expert A well-designed and legal advice will benefit you and those carefully drafted estate whom you love. plan ensures that yourestate passes to whom you The estate planning process often includes the implementationwant, when you want, and of one or more of the following documents, as appropriate: is carried out in the manner you have chosen. • Wills and Revocable Living Trusts. • Trusts to own life insurance policies or other property. • Legal instruments providing for the management of your property upon an incapacitating event (Durable Powers of Attorney for Financial Affairs). • Authorizations for someone to make critical health care decisions on your behalf if you are unable to make those decisions yourself (Advanced Health Care Directives and HIPAA authorizations). Additionally, estate planning may consider business assets, business succession, creative real estate strategies and other techniques suggested by the assets and situation.
  • 4. Estate Administration
  • 5. Estate Administration is a general term used to describe the entire process of It is very rewarding to administering a deceased persons estate in relieve our clients of the accordance with a valid Will or Trust, or difficult tasks of workingwith insurance companies, where no valid Will or Trust exists,banks and other aspects of pursuant to the state laws of Intestacy. the estate administration process when they are in the midst of chaos Our clients take comfort in the notion that not only can we and grieving help them establish an estate plan which addresses their personal priorities and objectives, we are also dedicated and available to guiding their family through the Estate Administration legal process including: • Probate • Assets and Claims • Appraisals • Estate and Trust Returns and Filings • Estate Contests and Claims
  • 6. Our Commitment To You Every relevant detail of your personal and financial situation will be thoroughly considered in the estate planning process to eliminate uncertainties over the management and transition of your family assets while balancing your relative prioritization of wealth preservation, creditor protection, tax minimization, and simplicity.
  • 7. We have been fortunate to serve a wide array of clients with their estate planning needs for over 15 years. When clients have more complex estate planning needs, we are able to bring deep, firm-wide experience and a successful trackAdvanced record to the engagement. Many clients wish to implement strategic charitable gifting programs within their estate plan Estate through charitable foundations or charitable trusts. Advanced estate planning may also include trusts for children who may have special needs (SNT), the creation of a Family Limited Planning Partnership (FLP) or Family Limited Liability Company (FLLC), leveraged estate planning transfers, or any of a variety Services of other strategies and techniques that can be used to achieve client goals including: • Multi-Generational Dynasty Trust • Irrevocable Life Insurance Trust (ILIT) • Grantor Retained Annuity Trust (GRAT) • Qualified Personal Residence Trust (QPRT) • Intentionally Defective Grantor Trust (IDGT) • Beneficiary Defective Grantor Trust (BDGT) • Spousal Limited Access Trust (SLAT)
  • 8. Estate Planning and Estate Administration AttorneysOur team of estate planning and estate administration attorneys have years of complex financial, tax and corporate transaction experience.
  • 9. George Menden, Founding Partner / Attorney & CPA Highly complex mid-market transactions where tax and/or financial reporting considerations are most important to the transaction structure. Lawrence H. Freiman, Founding Partner / Attorney & MBA Advanced and sophisticated wealth transfer plans, complex buy-sell agreements and complicated partner agreements where multiple partners and businesses are represented. Bridget W. Christian, Senior Attorney Wills, trusts, charitable giving and probate, business representation and buy/sell agreements. Paige P. Baker, Senior Attorney Estate and trust planning and estate administration, business succession planning, business transactions and governance with a particular emphasis on franchises. Megan L. Richards, Associate Attorney Complex estate and tax issues, research, analysis and creative problem solving. Amanda H. Klier, Associate Attorney Complex estate issues, estate tax process and probate, trust and estate administration.View full attorney bios at www.mendenfreiman.com
  • 10. Wills, Trusts and Estate Planning Estate Administration Business & Tax Law Our practice focuses on complex areas of the law, counseling and assisting our individual clients and their families with projects involving estate planning and estate administration including wills, trusts, charitable planning and probate, and federal and state taxation. We would like to be a part of that process by applying our experience and depth of understanding to your unique situation. Two Ravinia Drive, Suite 1200, Atlanta, GA 30346 Phone: (770) 379-1450 | Fax: (770) 379-1455 www.mendenfreiman.com