Provided by Ivins, Phillips & Barker
Ivins, Phillips & Barker's attorneys work with our clients to identify goals and tailor estate plans designed to preserve assets and provide income for ensuing generations, reduce unnecessary tax exposure, and fund philanthropic causes.
IPB has had considerable experience in addressing a broad range of domestic and international issues and in developing comprehensive individual and family estate plans that take into consideration the unique relationships and goals of each client. This experience transcends tax issues and can only be gained through decades of practice.
Our estate planning attorneys represent a variety of high net worth individuals and multi-generational families, from those with significant inherited wealth invested in diversified assets to those with major equity holdings in closely held businesses created by them or their families. Many of the families served by our estate planning group have been clients of the firm since its founding in 1935.
Ivins, Phillips & Barker "are my preferred referral for tax matters in the US for private clients," says a source, who continues: "They have also proved very good for corporate matters too." Another source comments along similar lines: "Ivins is first-rate in a number of tax areas, including for private wealth."
The firm handles the full suite of tax and estate planning matters for high net worth clients, including those with assets abroad. An interviewee comments: "They have very strong expertise on international, cross-border estate planning." "Ivins, Phillips & Barker were timely, responsive and good value," remarks another source.
Carter Hood "is a very good lawyer," says a market source, while another enthuses: "Carter is a forward thinker who anticipates issues before they arise." He is a tax and estate planning expert who regularly handles complex personal planning, administration, privately held business and will and trust matters. "He has a stellar reputation in the market," remarks a commentator.
Brenda Jackson-Cooper "is very client-friendly and responsive," says a source. They continue: "She was able to answer all of our questions. She worked within our budget and where research was needed, she was thorough." She is highly skilled at developing tax and estate planning strategies for high net worth individuals and families. "Jackson-Cooper is very responsive and very collaborative," states a commentator, who adds: "I really enjoy working with her."