If your plans include a significant role for philanthropy, we can help you maximize the impact of your giving by determining the most tax-efficient techniques and the most effective vehicles to accomplish your charitable objectives. Our lawyers are experienced in establishing family foundations and public charity-supporting organizations, as well as charitable remainder trusts and charitable lead trusts which benefit both family and charity while securing the advantages of income, estate, and gift tax deductions.
Focus on Clients
- Family foundations
- Private foundations
- Planned giving departments
- Charitable trusts
Focused on Services
Tax Planning - Our sophisticated, multi-generational planning focuses on reducing tax liabilities as much as the tax law allows, consistent with the client’s objectives. We work with clients to resolve all tax issues involving trusts and foundations that combine effective family legacy, charitable giving, and tax management strategies.
Trust and Foundation Planning - Our lawyers create specialized trusts and private foundations that address wealth management needs. In addition to family trusts, these include charitable lead trusts and charitable remainder trusts that provide both family benefits and tax-deductible gifts to charitable organizations. We work with clients to resolve all tax issues involving trusts and foundations that combine effective family legacy, charitable giving, and tax management strategies.
Bequest Management - Our lawyers fully understand the laws concerning investment, use, and spending of endowment, charitable trusts, support foundations, and other restricted funds, and we use this knowledge to help our clients remain in full compliance with bequest terms and with the Tax Code.
Focused on our Team
Our team of Trust and Estate Planning attorneys is consistently highly ranked in legal publications. All of the group's partners are listed in Best Lawyers In America and some have been recognized in recent years as "Lawyer of the Year" for their work in Non-Profit/Charities Law, Additionally, Best Lawyers/U.S. News ranked the group the highest in the state in Non-Profit/Charities Law. Chambers High Net Worth recognized five of the group’s attorneys for their work in Private Wealth Law and six of the group’s attorneys were recognized as Mid-South Super Lawyers.
Many of the attorneys in the Trust and Estate Planning practice area are Certified Public Accountants (inactive) and all have Master of Laws in Taxation. Six attorneys have been named as a Fellow by the American College of Trust and Estate Counsel.