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Estate Planning Attorney Serving Memphis, Tennessee

Planning and Extending Your Legacy

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It is a common misconception that having a "Last Will and Testament" constitutes having a full estate plan. But a will can only control the distribution of certain assets. Careful estate planning involves so much more. An estate plan:

  • Directs the disposition of types of assets that a will can't handle
  • Anticipates probate issues and helps individuals minimize probate if they so desire
  • Protects estates from creditors at the time of death
  • Address issues during "living probate," the time when an individual may not be able to speak for himself or herself

In addition to handling these issues and more, we can also act as a trustee for any trusts you create. While banks normally serve as trustees, we are typically able to provide this service less expensively.

At the Windsor Law Firm in Memphis, Tennessee, we work with individuals and business owners in need of planning assistance whether it is estate planning, business succession/exit/transition planning, probate representation, or general business counseling. We work with you to determine your actual needs and create a plan that encompasses your wishes. Contact us online or call (901) 680-0101 to schedule a consultation.

 

 

Estate Planning Takes Teamwork

Estate planning involves working together as a team, with you as the leader. We work with you carefully, crafting a plan that clearly exemplifies your wishes, and we implement it when the time comes. Additionally, we help you plan for the disposition of "non-probate" assets, incorporating various considerations involving income tax, estate tax and gift tax.

If necessary, we will help you find a CPA, financial advisor or valuation expert to complete your initial planning and/or to keep your plan functioning over time as you intended. If you already have a financial advisor, lawyer John R. Windsor Jr. will work closely with him or her to ensure the completeness of your plan.

The Components of a Comprehensive Estate Plan

Although wills and trusts are important, comprehensive estate planning involves much more. In addition to wills and trusts, we provide health care and financial power of attorney documents, counsel on non-probate assets and more. We provide sound legal advice concerning:

  • Inheritance and state, estate, gift and income tax planning
  • Planning for decoupled estate and inheritance taxes
  • Irrevocable and revocable/living trusts
  • Grantor trusts and stand alone special needs trusts
  • Stand alone IRA management trusts
  • 2503 trusts (educational trusts)
  • Other more complex issues, if applicable, such as Inter vivos or testamentary Charitable Remainder and Lead Trusts, Intentionally Defective Grantor Trusts, Family Limited Partnerships, Grantor Retained Annuity Trusts, "Rolling" GRATs, charitable gift planning
  • TISTs — Tennessee Investment Services Trusts (Self-settled Spendthrift trusts)
  • IRA Inheritance Trusts
  • Business entity choices to facilitate equitable treatment of family members in the estate

For more information, please see Attorney John R. Windsor Jr.'s Blog on Estate Planning:  MidSouth Estate Plan Blog

For experienced assistance with estate planning, contact us online to schedule an appointment or call (901) 680-0101. We accept major credit cards, including Visa, MasterCard, American Express and Discover.

 

Quick Contact

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Windsor Law Firm

6800 Poplar Avenue
Atrium I, Suite 120
Germantown, TN 38138
Map and Directions

Phone: (901) 680-0101
Fax: (866) 299-4784
E-mail Us

Major Credit Cards Accepted

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