Estate Planning and Probate

Tanner & Guin attorneys assist clients in creating and implementing estate and retirement plans that address tax, family, retirement, disability, and financial objectives. We approach each plan individually and comprehensively to help business owners plan the most appropriate structure for their investments and assets. Our attorneys are experienced in developing plans that assist our clients in handling tax issues effectively, including lifetime-giving plans involving family limited partnerships, living trusts, grantor retained annuity trusts, and charitable trusts.

We work with clients to protect their businesses and assets through the use of limited liability entities, such as limited liability companies, limited partnerships, and corporations. We also work with family management transitions, wealth restructurings, and succession issues.

Our Estate Planning and Probate services include:

  • Asset Protection Planning
  • Business Succession and Planning
  • Charitable Giving
  • Estate Tax Planning
  • Tax Policy Counseling