Estate Planning and Administration
Winston-Salem Estate Planning and Administration Lawyers
Estate planning is one of the most important services that we provide to our clients. The firm’s estate-planning attorneys represent individuals, families, and owners of privately held businesses in making important and often sensitive decisions affecting the disposition and protection of their wealth.
Our attorneys provide a full range of estate-planning services, including:
- Basic Wills
- General or limited durable financial powers of attorney
- Health care powers of attorney
- Living wills
- Qualified domestic trusts for use with non-citizen spouses
- Limited liability companies (LLC) and family limited partnerships (FLP)
- Family settlement agreements
- Various business succession planning documents including Shareholder Agreements
- GRATS, GRITS, and QPRTS (which can be used as leveraged gifting techniques)
- Charitable planning
- Revocable trusts
- Irrevocable trusts
- Charitable remainder trusts
- Charitable gift annuities
- Charitable lead trusts
- Asset Protection Planning
Our lawyers routinely create estate plans for our clients which are designed to meet the goals of the client, which may be to benefit a charitable organization or to minimize the payment of substantial amounts of estate taxes, income taxes and, where applicable, generation-skipping taxes. Our tax-sensitive trusts take care of spouses and children, and when possible, also take advantage of federal or state estate tax credits and the estate tax marital deduction. Our lawyers recognize the importance of having a complete estate plan and work with our clients to develop a plan in the event of incapacity which often include powers of attorney and other advanced directives. In each situation, our lawyers will deliver a clear, well-planned, and reasonably-priced estate plan to meet your needs and goals. We have established flat fees for many of our document preparation services to help make the cost of estate-planning more predictable.
Our estate-planning attorneys combine more than four decades of experience with issues such as wealth-preservation and minimization of state and federal taxes. One of our estate-planning attorneys worked in the trust tax department of a major national bank and trust company and has been certified by the North Carolina State Bar as a specialist in estate planning and probate law since November 1988.
Estate administration services
Our lawyers represent executors, personal representatives, and trustees in the administration of a decedent's estate and in the distribution of property to heirs and beneficiaries. We also assist individuals and families in establishing and maintaining trusts and guardianships.
Our probate attorneys have extensive experience with post-mortem tax planning, qualified disclaimers, and other techniques used to save taxes after a death, to implement an effective estate plan, or to correct a flawed one. Our lawyers also represent executors, personal representatives, trustees, individuals, and charitable beneficiaries in will contests and other estate and probate litigation.
Inheritance disputes can be highly emotional, and our lawyers always look for practical ways to resolve disagreements economically and expeditiously. Our probate attorneys have over three decades of experience in representing clients in these matters. Our probate paralegal, Alice R. Boss, has over twenty-five years of experience in assisting our clients in estate administration, trusts, and guardianship matters and she is certified by the North Carolina State Bar. Her attention to detail, as well as her sensitive and caring demeanor, has endeared her to our clients for decades.
For more information,
contact the estate-planning lawyers at Allman Spry Leggett & Crumpler. We serve clients in the Winston-Salem-Greensboro-High Point (Piedmont Triad) area and throughout North Carolina.
