Friday, Eldredge & Clark, wealth management is the core of our Trust and Estate Planning Practice Group. Our attorneys have experience with various complex estate plans, estate matters, trust administration, trust and estate controversies, preparation of gift and estate tax returns, review of fiduciary income tax returns and nonprofit trusts. The practice group focuses mostly on individuals and private clients, some of whom own businesses in almost all industry sectors.
Business owners, farmers and ranchers, physicians, lawyers and other professionals, entrepreneurs, investors, executives, retirees and their families all trust Friday, Eldredge & Clark for counsel on these matters. We not only help individuals but also family-owned businesses and all types of tax-exempt organizations. We also advise fiduciaries on the administration of estates and trusts.
We effectively counsel individual and corporate fiduciaries, executors, administrators, guardians, trustees and beneficiaries on the estate administration and settlement process, guiding them through the legal requirements imposed by the governing documents and state law as well as the tax compliance obligations for fiduciary income taxes, estate and gift taxes and generation-skipping transfer taxes.
Our Trust and Estate Planning attorneys are 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. Six of the group’s attorneys were recognized as Mid-South Super Lawyers and Chambers High Net Worth recognized five of the group’s attorneys for their work in Private Wealth Law. In the most recent issue, Chambers and Partners said of the firm’s Trust and Estate Planning group:
One interviewee says “they are very forward-thinking and on top of changes in the tax law, and are helpful in restructuring existing estate plans to optimize tax efficiency.”
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.
