Estate Planning

Burdett, Morgan, Williamson & Boykin, L.L.P counsels a diverse clientele on the effective disposition of individual estates. This practice includes all aspects of business and estate planning, estate administration, and elder law, including wills, living trusts, life insurance trusts, charitable giving, asset protection, and other estate tax planning tools.

Our lawyers have extensive experience in structuring estate and wealth transfer plans taking into account the individual client's needs and goals.  These objectives may include income tax considerations, gifts, generation-skipping transfer tax needs, and advice and counsel to fiduciaries in their various roles as trustees, executors, or otherwise. We also handle complex litigation associated with the administration of estates, trusts, and will contests.

As a part of the firm's overall estate planning offering, we are also experienced in the ethical and lawful use of various asset protection trusts and other entities.

Our related service offerings also extend from traditional wills and revocable living trusts to business succession planning such as buy-sell and stock restriction agreements, complex charitable planning, and other estate and gift planning vehicles such as irrevocable life insurance trusts, qualified personal residence trusts, grantor retained annuity trusts, generation-skipping tax exempt trusts, and family limited partnerships.