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
