Leaving a Legacy & Protecting Wealth

When it comes to wealth management and the protection of assets, Mullin Hoard & Brown will guide you with the strategic foresight needed to protect your hard-earned assets from tax, administration and probate expense. From basic estate planning needs to complex net worth individuals, we have a strategy to help protect what you have earned with our estate & tax planning expertise. Our tax planning practice also extends to income, franchise, sales and other general tax planning and dispute resolution for individuals’ businesses and enterprises.

Our estate & tax planning services include providing advice and preparation in the following areas:

Settlement of Estates and Trust Administration

  • Preparation of and filing legal documents for probate
  • Marshaling estate assets
  • Preparation of estate inventory
  • Settlement of claims
  • Acting as a trustee for the trust
  • Interpretation of trust provisions
  • Represent individuals, trusts, trustees and estates in disputes
  • Distribution of assets
  • Post-mortem tax planning

Services for Individuals and Couples

  • Simple revocable and irrevocable trusts
  • Surviving spouse and marital trusts relating to second marriages
  • Special needs trusts for disabled family members
  • Family limited partnership
  • Wills
  • Durable and limited powers of attorney
  • Medical directive to physicians also known as living wills
  • Appointment of guardians for the person and estate for future incapacity or need
  • HIPAA authorizations
  • Pre and postnuptial agreements

Services for High Net Worth Individuals and Business Owners

  • Assisting with business and asset transition planning, including the use of buy-sell agreements and other tax-effective mechanisms such as sales to intentionally defective grantor trusts
  • Planning for generation-skipping transfers and creating descendant trusts, including dynasty trusts
  • Developing tax-efficient gifting strategies for the transfer of wealth, including the use of grantor retained annuity trusts and qualified personal residence trusts
  • Developing and implementing asset protection strategies
  • Counseling on the formation and operation of family limited partnerships
  • Creating charitable giving strategies, including the use of charitable remainder trusts and charitable lead trusts, and advising on the formation and operation of private foundations

Trust and Estate Disputes and Litigation

Losing loved ones is always difficult, and taking care of their estate and personal belongings can be complicated. Disputes sometimes arise during these difficult times that encompass emotional issues and can divide families.  Often times these disputes relate to more than just money and belongings.  However, the estate and trust dispute attorneys of Mullin Hoard & Brown have extensive experience guiding families through these times and will work hard to resolve the dispute.

We have represented clients in a wide range of trust and estate dispute matters such as: 

  • Complex Will and Trust contests
  • Breach of fiduciary duty, removal of fiduciaries
  • Will and trust interpretation, construction and reformation
  • Lack of mental capacity, fraud, duress and undue influence
  • Spousal rights and meretricious relationships
  • Determination of, and challenges to, heirship
  • Probate and estate litigation
  • Federal and state tax disputes (federal estate and gift taxes, generation-skipping transfer taxes, income taxes)
  • Attorney and fiduciary fee disputes
  • Defend creditor claims against the estate.
  • Disagreement Concerning How to Maximize the Value of an Estate
  • Interpretation of and the advocacy or defense of the decedent’s intent
  • Abuse of Powers of Attorney
  • Self-dealing and conflicts of interest