Overview
At Burr & Forman we assist individuals, families, business owners, or other high-net-worth clients to protect, preserve, and pass down what they've worked so hard to build. We also regularly advise corporate trust departments on their fiduciary administrative duties.
We advise clients on the most sophisticated and comprehensive estate and tax planning opportunities available under current law, implementing the most effective planning strategies. We work directly with accountants, life insurance agents, and financial planners to create the best team for our clients.
Our services include:
- Business succession planning
- Charitable gift planning
- Estate & gift tax planning
- Family limited partnerships & limited liability companies
- Fiduciary representation
- Generation-skipping transfer tax planning
- Health care directives (living wills & health care proxies)
- Marital agreements
- Post mortem transfer & income tax planning
- Powers of attorney
- Probate & estate administration
- Wills & trusts
