About
Provided by Bradley Arant Boult Cummings LLP
Bradley attorneys provide sound and creative advice to individuals and families in structuring estate plans to meet their needs. We guide our clients through the maze of the estate tax rules to develop estate plans that meet both their tax and non-tax goals.
In developing and implementing estate plans for our clients, our attorneys not only discuss wills (or living trusts) with our clients, we also provide counsel on a wide range of other tax and non-tax issues including:
- Business succession planning, including buy-sell agreements
- Asset protection planning, including the use of asset protection trusts
- Retirement benefit planning
- Beneficiary designation planning
- Techniques to reduce the value of client's estate, including irrevocable trusts, gifting programs, and qualified personal residence trusts
- Techniques to freeze the value of a client's estate, such as grantor retained annuity trusts and sales to intentionally defective grantor trusts
- Charitable giving techniques, such as charitable remainder trusts that may provide our clients with income, estate and gift tax benefits
- Advance healthcare plans and/or living wills