Estate, Trust & Gift Tax Planning

Whether the goal is lifetime giving or estate planning, successful wealth planning requires an expertise in taxation and tax implications.  Tuggle Duggins has vast knowledge and experience in this area, helping our clients navigate complex issues and meet their gifting and estate planning goals.   We understand the importance of passing along wealth to the next generation.

We help our clients choose, prioritizing tax efficiency and efficacy, strategies that support their lifetime goals for wealth management and transfer. Our attorneys have experience preparing the following:

  • Wills
  • Trusts
  • Prenuptial and Postnuptial Agreements
  • Powers of Attorney
  • Health Care Directives.

We also have experience with complex wealth planning techniques, including grantor retained annuity trusts, intentionally defective grantor trusts, private annuities, family limited partnerships, and LLCs. From routine to complex, we provide services to best meet your wealth and estate planning needs.

We combine extensive tax experience with our knowledge of wills and trusts to design estate plans that enable our clients to manage their wealth and minimize their tax liabilities, while assuring the orderly and efficient transfer of that wealth and the protection of their business and investment assets.

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