ESTATE PLANNING, PROBATE & WEALTH PRESERVATION
Dysart Taylor’s Estate Planning, Probate & Wealth Preservation attorneys strive to assist business clients in the transfer of assets to their desired beneficiaries with the least amount of tax and administration costs. Our legal services range from simple estate plans, designed to protect and maintain an estate for children and minors due to an unexpected and untimely death of a parent or parents, to highly sophisticated tax planning techniques, including business succession solutions.
When assisting closely held business owners, we develop an estate plan and business plan to transfer the business to the next generation of owners in a manner that minimizes tax and facilitates the future successful operation of the business.
We have administered or assisted in the administration of numerous estates, revocable trusts and irrevocable trusts. We help our clients locate assets, prepare all necessary documents and filings in probate court, request authority or seek ratification of various transactions, and see the estate through to the eventual termination and discharge of the estate’s executor or personal representative.
In addition, our estate planning, probate and wealth preservation attorneys have significant representative experience organizing and structuring corporations, limited liability companies and family limited partnerships, life insurance planning, the preparation of federal and state estate tax returns and federal gift tax returns, post-mortem tax planning, IRS audits, and trust and estate litigation.
For more information, contact Joe Price.
ESTATE PLANNING, PROBATE & WEALTH PRESERVATION NEWS
March 19, 2020 By Anne Baggott Federal legislation passed March 18, 2020, called the Families First Coronavirus Response Act (FFCRA), impacts all employers with fewer than 500 employees. The legislation leaves many questions unanswered. The U.S. Department of Labor...
To our clients, colleagues, vendors and friends, Dysart Taylor has made the decision to temporarily change the manner in which we will deliver legal services and conduct business. Our physical offices will close to normal activity effective Wednesday, March 18, at...
March 10, 2020 Dysart Taylor is pleased to announce shareholder/director Anne Baggott was a featured speaker at USLAW NETWORK’s annual Transportation and Logistics Exchange on Feb. 27 in New Orleans. During the conference, Baggott served on the panel, “Data Privacy...