Overview
Our clients work hard for their money. The attorneys in our Trusts and Estates Practice Group work hard to help them protect it. Our lawyers are experienced in a wide array of instruments employed in the shepherding of wealth, including:
Wills & Testamentary Trusts
Revocable Trusts
Marital trusts ▪ credit shelter trusts ▪ trusts for children ▪ blended family planning
Irrevocable Trusts
Family gift trusts ▪ life insurance trusts ▪ GRATS ▪ charitable gift trusts ▪ charitable remainder trusts ▪ charitable lead trusts ▪ offshore and domestic asset ▪ protection trusts
Non-trust Planning Alternatives
Family limited partnerships ▪ structured gifts
Our attorneys are also experienced in all aspects of estate and trust administration, including post mortem tax planning, fiduciary income tax matters, and probate court representation and estate-related litigation. We help move forward with lifetime planning, including general or limited durable powers of attorney, designations of healthcare surrogates (living wills), pre-marital agreements, and disability planning.
Our clients seek our counsel in business planning, including family succession strategies, buy/sell agreements and deferred and structured compensation arrangements. And we help them put their money where they believe it will do the most good, counseling them in charitable planning, including the formation of family foundations and charitable trusts, and provide tax and other counsel to charitable boards and non-profits.
The service area for this practice includes Louisville, Shelbyville, LaGrange, Prospect, Frankfort, Lexington, Bowling Green and all regions of Kentucky.