Trusts and Estates

Ellis Lawhorne offers perspective to clients through a broad range of proactive tax, estate and succession planning services for individuals and businesses. These services include:

Utilizing appropriate tax strategies to minimize estate, gift and income taxes
Developing the proper structure for the management and transfer of family businesses, real estate and investment assets

Our insight and experience in these complex areas will help you determine the best solutions for you, your family and your business. We can assist you with:

Wills, trusts and estate planning strategies
Probate, estate and trust administration
Business succession planning and shareholder agreements
Conservation easements
Education funding plans for children and grandchildren
Family partnerships and limited liability companies
Formation of public charities and non-profit organizations
Irrevocable life insurance trusts
Mediation or arbitration of family and business disputes
Powers of attorney and healthcare directives
Prenuptial and marital agreements
Private foundations and charitable giving techniques
Tax planning for individuals, partnerships and corporations