Wealth planning is an important service provided by ENTERPRISE, combining high-power tax expertise with decades of experience in addressing important and often sensitive family and personal issues. We handle a broad range of estate administration matters and fiduciary litigation. We represent taxpayers in estate and gift tax matters, fiduciaries and beneficiaries in estate and trust disputes, and fiduciaries in actions brought by or against estates and trusts. Internationally, we represent U.S. clients with foreign property or who have non-citizen spouses, citizens of foreign countries residing in the U.S. and foreign clients with property in the U.S. or U.S. citizen spouses.
Experience The wealth planning practice of ENTERPRISE brings together a team of experts on estate, gift and GST tax; income tax; international tax and treaty law; and many other specialty areas. We design and implement plans that often produce tremendous tax savings without sacrificing the client's important personal objectives. We also use charitable planning techniques both to reduce our clients' tax liabilities and carry out their philanthropic objectives.
The members of our wealth planning practice group include some of the most respected wealth planners in America. They lecture and publish extensively, lead major wealth planning professional organizations and play important roles in the community. Six attorneys are profiled in The Best Lawyers in America and five are Fellows of the American College of Trust and Estate Counsel. Our lawyers have held such leadership positions as chairs of the Fiduciary Law Section of the State Bar of Georgia, past president and a president-elect of the Atlanta Estate Planning Council, trustees of the Georgia Federal Tax Conference, past chairman of the Estate Planning and Probate Section of the Atlanta Bar Association, chairman of the International Law and Practice Section of the New York State Bar Association and vice-chairman of the International Estate Planning Committee of the New York State Bar Association.
Numerous tax opportunities exist for those who will undertake some planning, whether structuring a business transaction to save millions of dollars of estate and gift taxes down the road or in building effective exit strategies. Good early planning is the key, and we are ready to help.
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