Estate Planning
Estate Planning
No matter your age or income, an estate plan is vital to ensuring your assets pass to whom you want, when you want, while avoiding unnecessary taxes, expenses and litigation.
We are renowned experts in all areas of estate planning, including wills and trusts, powers of attorney, family limited liability companies and much more. We listen to your goals and discuss the options available, so we can craft a cost-effective plan that makes sense for you, protects your heirs, and can be maintained and updated as your life situation changes.
Your Philanthropic Legacy
Through charitable giving and gifting, Gambrell and Associates can help you support the people and causes that are important to you while protecting your assets from estate and gift taxation. Areas of expertise include lifetime gift tax planning, annual and charitable giving, specialized trusts and more.
Estate Dispute Resolution
While careful estate planning prevents litigation in most circumstances, we have a strong capability in litigating estate and trust issues. This includes representing executors, trustees or beneficiaries in relation to will contests and document interpretation issues.
Estate and Trust
With thoughtful and caring guidance, we will work with individuals and families to administer the estate or trust of a deceased loved one. We handle each step in a timely and cost-effective manner, including preparation of documents, coordination of appraisal and valuation of estate assets, supervision of asset transfers and trust administration, among other areas. We also have expertise relating to federal and state estate and inheritance tax returns, and can represent clients before the Internal Revenue Service.