Estate Planning
Our will and estate planning attorneys at Evans & Davis work closely with clients to identify and achieve their goals, from conserving and transferring family wealth to preserving family businesses, real estate and other assets, all while minimizing administrative costs and taxes.
Our clients include individuals, families, businesses and fiduciaries, and our attorneys are regularly involved in planning and administering estates of all sizes. We are privileged to have been involved in long-term strategic estate planning for families, small businesses and top executives of Fortune 500 companies.
Estate Planning Services
Estate planning techniques vary as tax laws change. With new presidential administrations, changes in congressional leadership, and constant modification to estate and tax laws, our attorneys monitor these changes and then customize a plan for your specific family. In addition, our attorneys work closely with your accountant, financial planner and insurance professional to maximize your benefits, minimize your taxes and remove the stress that remains for your loved ones. Keeping your particular goals in mind, here are some of the estate planning tools we utilize:
- Revocable Living Trusts
- Last Will & Testaments
- Qualified Personal Residence Trusts
- Irrevocable Life Insurance Trusts
- Gift and Charitable Giving Programs & Trusts
- Generational Skipping Trusts & Dynasty Trusts
- Grantor Retained Annuity Trusts
- Analysis of available Discounts in Valuing Business Assets
- Family Limited Partnerships and Family Limited Liability Companies
- Financial/Durable Powers of Attorney and Advance Health Care Directives
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Business Law
The Firm’s Business Law practice assists clients in a broad range of organizational, business, financial and operational matters. In crafting workable, creative solutions to our clients' concerns, Evans & Davis attorneys apply not only legal expertise, but also business acumen developed through years of experience.
Our clients include entrepreneurs, closely-held and family-owned businesses, joint ventures and partnerships, as well as public corporations and other institutional companies. We guide our clients through all stages of their business growth, from start-up and early-stage businesses into middle market and larger companies and, finally, into succession planning and exit strategies. Our clients are engaged in a wide range of industries, including financial services, distribution and logistics services, health care, manufacturing, hospitality, retail, education, professional services, technology, entertainment, commercial and construction.
Business Law Services
From early-stage businesses to institutional companies, our clients rely on Evans & Davis business attorneys for a balance of sophisticated legal knowledge and practical advice. We identify issues, eliminate or minimize risks and solve problems in a cost-effective manner.
Our services include:
- General business guidance and legal advice
- Structuring entities, including corporations, partnerships and limited liability companies
- Executive compensation, structuring compensation and benefit arrangements
- Mergers and acquisitions, both acquiring and selling businesses
- Commercial finance, representing borrowers and lenders in all varieties of secured and unsecured arrangements
- Termination and separation agreements
- Contracts and agreements, across the spectrum of all business needs
- Strategic alliances and joint ventures
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Probate Law
The Firm’s probate law practice assists clients and families during the difficult and timely process of distributing one's estate following the death of a loved one. During this challenging time, our attorneys balance legal expertise and personal compassion during an emotionally difficult time.
Probate Law Services
We guide our clients through the court process as well as matters outside of the court. Simple or complex, we are here to assist. We keep our clients involved from start to finish so they are kept up-to-date throughout the process. Services include:
- Collecting all information of decedent's assets and estate
- Filing the necessary paperwork for starting the probate process
- Attending all necessary court hearings
- Preparing and filing all beneficiary designation forms for non-probate assets
- Evaluating the validity of the decedent's liabilities and debts
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Trust Administration
Administration of a trust is more convenient and efficient than the probate process. However, even with a trust, administration includes many details, including taking advantage of tax benefits and maintaining information to present to beneficiaries. Professional help from our attorneys can expedite the trust administration process, ensure that all tax benefits are utilized, and minimize potential liability for the Trustee(s).
Trust Administration Services
In addition to assisting clients with establishing and managing their estate plans, Evans & Davis assists families with administering trusts after the death of a loved one. Every trust administration is unique and we adapt our representation to the level of assistance needed by each Successor Trustee or family. Depending on the needs of our client, our work may include:
- Consulting and counseling
- Obtaining tax identification number(s) and preparing Affidavit(s) of Successor Trustee
- Reviewing of trust assets regarding beneficiary designations and ownership status
- Counseling with Trustee(s) regarding fiduciary duties
- Communicating with beneficiaries
- Assisting with the distribution of personal property
- Coordinating with CPAs and financial advisors regarding accounts and tax filings
- Preparing and filing of deeds for the transfer of real estate and mineral interests
- Notifying oil and gas companies regarding new owners
- Establishing beneficiary sub-trusts, special needs trusts, or dynasty trusts for continued administration
- Obtaining releases from beneficiaries to protect the trust assets and the Trustees
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