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The tax and estate attorneys at Burrill Watkins have substantial experience in providing the full breadth of estate planning, estate administration, conservatorship & guardianship, elder law planning, and trust and estate litigation services for clients throughout Alabama.
Our attorneys understand that every client’s situation is unique, and we take a personalized approach to tax and estate planning, investing the time necessary to understand our client’s family dynamics, finances, and estate planning objectives. We carefully craft estate plans that accomplish our client’s goals while seeking to minimize or eliminate any transfer tax consequences and eliminate the necessity for probate administration. We take into consideration various contingencies, including the possibility of subsequent incapacity or disability. We prepare:
Our attorneys also have extensive experience in probate administration and trust administration, including the administration of large, complex estates involving federal estate tax and generation-skipping transfer tax issues.
In the event a person becomes incapacitated, and does not have estate planning documents in place designating who will manage their financial affairs or make decisions regarding their care, we can assist in obtaining the appointment of a guardian of the person and/or conservator of the estate, and can advise the guardian/conservator of their fiduciary duties and obligations.
Our attorneys have significant experience in the area of elder law. In addition to preparing estate planning documents which provide a plan in the event of future incapacity, we also focus on planning involving Medicare and Medicaid.
We represent trustees, executors, administrators, conservators, beneficiaries and other parties in all manners of trust and estate disputes, including but not limited to:
