Wills, Trusts, & Estate Planning

The estate planning attorneys at Davis Law PLC collaborate with clients to structure their affairs in a way that helps them to maximize wealth and protect their assets for the future. We work with owners of closely-held businesses, corporate executives, professionals, and non-profit organizations to draft trusts and wills, establish charitable giving programs, and structure business entities to maximize income tax benefits and reduce estate and gift tax liabilities.

WEALTH PLANNING

We provide counsel on estate planning to minimize estate taxes and bequeath your legacy as you intend using a combination of trust planning (including charitable trusts (CRT), grantor trusts, other irrevocable trusts), structure family businesses, provide asset-specific structures, etc. Standard base planning starts with a will, power of attorney, and advanced directive for healthcare with more complex strategies layered upon and drafted in conjunction or in stages to work with the base documents.

ESTATE PLANNING

The purpose of estate planning is to ensure that all of your assets are preserved for your intended beneficiaries. Therefore, this process is for everyone — young, old, parent, adult-child, and for those at various income levels. It is also important to remember that anyone can become incapacitated or die at any time. For this reason, no matter what your age, estate planning is something to be undertaken in the present to protect your beloved beneficiaries. Two of the most common tools used in estate planning are wills and trusts. A durable power of attorney over person and property as well as an advance healthcare directive should both also be executed to cover you and your loved ones in the event that you become incapacitated. The team of attorneys at Davis Law, PLC can work with you and your family to determine which estate plan is right for you.

BUSINESS FORMATION AND PLANNING

We counsel you step-by-step on starting, growing, building, and expanding businesses across multiple jurisdictions. We integrate this practice with our trusts and estates practice often to provide comprehensive legacy planning and protection.

Areas of Concentration

  • Estate Planning
  • Estate Planning Strategies
  • Asset Protection
  • Supplemental Needs Trust (also known as Special Needs Trusts)
  • Gun Trusts
  • Pet Trusts
  • Charitable Remainder Trusts
  • Irrevocable Life Insurance Trusts
  • Veteran’s Aid and Attendance Benefits

Want to find out more? Schedule a call with a Davis Law professional today.

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