Ranked in 1 Practice Areas
2

Band 2

Private Wealth Law

South Carolina

2 Years Ranked

About

Provided by Rita Bragg Caughman

High Net Worth

Practice Areas

Rita works with clients and financial advisors in developing and implementing estate plans and related tax planning that address individual needs as well as family and business interests. Her extensive experience includes advising clients on tax and planning issues, including strategies to manage assets, minimize taxes, and provide for an effective plan of distribution utilizing wills, trusts and other appropriate documents. Her clients include high net worth individuals, business owners, land owners and professionals.

Rita helps families implement multi-generational asset transfers using generation-skipping trusts. She assists those planning for family business succession. In addition to counseling clients on premarital agreements and asset protection strategies, Rita can recommend strategies to achieve charitable giving goals.

Professional Memberships

Member, South Carolina Bar

Certified Specialist in Estate Planning and Probate Law – South Carolina Supreme Court

Fellow, American College of Trust and Estate Counsel

Member, Columbia Tax Study Group

Member, Columbia Estate Planning Council

Selected, Legal Elite in Greater Columbia Business Monthly

Selected, Best Lawyers in America (2008-Present)

Selected, 2014 Best Lawyers in America Columbia Litigation – Trusts and Estates Lawyer of the Year

Selected, South Carolina Super Lawyers (2011-Present)

Education

B.S., University of South Carolina - Business Administration, magna cum laude

1977

J.D., University of South Carolina School of Law

1980

Chambers Review

Provided by Chambers

Chambers High Net Worth

Private Wealth Law - South Carolina

2
Band 2
Individual Editorial

Rita Bragg Caughman advises clients on tax and planning matters, including strategies for asset management, tax minimisation, and the use of wills and trusts.

Strengths

Provided by Chambers

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Sojourner, Caughman & Thomas, LLC

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South Carolina

Private Wealth Law

1
David C Sojourner Jr
1
Band 1
2
Jonathan P. Lee
2
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Rita Bragg Caughman
2
Band 2