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
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
Business Succession Planning
Family Limited Partnerships and Limited Liability Companies
Gail is extremely responsive and is focused on solving the problem at hand. If conventional avenues won't work then Gail thinks outside the box in se...Read more
Gail is extremely responsive and is focused on solving the problem at hand. If conventional avenues won't work then Gail thinks outside the box in search for the solution.Read less
Anton Mertens did not prepare for my case and when he arrived for settlement he begged me to settle. I was young,a single Mom with a 4 yr old Son and...Read more
Anton Mertens did not prepare for my case and when he arrived for settlement he begged me to settle. I was young,a single Mom with a 4 yr old Son and 1 yr old Daughter. I settled because Anton Mertens did not offer my any alternatives and I was poorly represented by him. My house was taken away from me and I was homeless with my 2 children because of his ineptitude as an attorney.Read less
3.0/5.0 on 01/13/14 on 01/13/14
The attorney that handled my account did a very nice job. However, his partner padded the billing on the project very blatantly and the associate was unable to get satisf...Read more
The attorney that handled my account did a very nice job. However, his partner padded the billing on the project very blatantly and the associate was unable to get satisfactory resolution for us in this matter. Messages left with the managing partner of the Jackson, MS branch to discuss the matter went unreturned. Very poor value for the money with very unethical billing issues. Complaint resolution nonexistent.Read less
We recognize that our ability to serve our clients is strengthened by establishing a diverse workforce in which differences are accepted and valued on an inclusive basis.
Burr & Forman LLP desires to foster a multi-cultured atmosphere that provides a cooperative work environment where everyone is treated with mutual respect, trust and understanding, and where everyone can reach their full potential. The firm values the knowledge and talents of a multicultural team in order to meet and exceed individual and business goals, and client expectations.