Practice Areas & Industries: Burr & Forman LLP


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Practice/Industry Group Overview

Our Estate & Tax Planning counsel is as varied as our clients’ financial needs.

We tailor our services to help our clients—be they individuals, families, business owners or other high-net-worth clients—protect, preserve and pass down what they’ve worked so hard to build. We also regularly advise corporate trust departments for their fiduciary administrative duties. Unlike estate and financial planners outside the legal profession, we have the knowledge, experience and technology to advise clients on the most sophisticated and comprehensive estate and tax planning opportunities available under current law, which enables us to implement the most effective planning strategies. We work directly with accountants, life insurance agents and financial planners to create the very best team our clients can have.

Our services include:

Wills and Trusts
Marital Agreements
Health Care Directives (Living Wills and Health Care Proxies)
Powers of Attorney
Estate and Gift Tax Planning
Generation-Skipping Transfer Tax Planning
Charitable Gift Planning
Probate and Estate Administration
Post Mortem Transfer and Income Tax Planning
Fiduciary Representation
Business Succession Planning
Family Limited Partnerships and Limited Liability Companies