Practices
The taxation, trust and estate planning lawyers of Warner, Smith & Harris specialize in tax planning, asset protection, probate and estate planning for high net worth individuals, families and foundations. The group combines an in-depth understanding of these complex areas of the law with sensitivity to the issues arising from the diverse and sometimes conflicting interests of beneficiaries and the need to provide for the young, elderly and disabled.
Our full-service practice encompasses every aspect of trust and estate law, including drafting and documenting estate plans, supervising trusts, representing executors in administering estates and planning for the reduction of wealth transfer taxes. To accomplish our clients' objectives, we aggressively utilize all available tax planning means, including family limited partnerships, life insurance trusts, grantor retained annuity trusts and unitrusts, private foundations and charitable remainder trusts.
Our lawyers also represent trustees and executors in administering trusts and estates, assisting fiduciaries in performing their duties. Services to executors include post-mortem income tax planning, representation in estate tax proceedings and handling matters that arise in the disposition of assets. We take pride in facilitating the efficient and economical administration of estates and offering expert counsel to trustees of testamentary and lifetime trusts.