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