Tyson Place, Suite 150 |
Practice Areas Estate Planning and Administration Holbrook, Peterson & Smith works with you and any other advisors to help clarify and achieve your estate planning goals. An estate plan helps to provide financial security during life, while ultimately passing property to family members, charities, or your other intended beneficiaries. All planning should be done with an awareness of income, gift, estate and inheritance taxes (including generation-skipping transfer tax) and other transfer costs. Some of the common tools used as part of estate planning include taxwise wills, trusts, insurance planning, living wills, durable powers of attorney for financial affairs and health care, premarital agreements, charitable remainder trusts, lifetime gifting arrangements, conservatorships, and guardianships. After a death, we can assist in estate administration and planning. We also serve as expert witnesses in estate, fiduciary, and tax matters. Nonprofits Representation of foundations, colleges, museums, and other nonprofits in charitable gifts and deferred gift programs. Organization and maintenance of nonprofit corporations and trusts. Application to IRS for tax exemption. Board meetings and minutes. Property transfers and sales. Fiduciaries Representation of trusts and trustees, estates and executors, or beneficiaries of trusts and estates. Tax Audits Representation of taxpayers in gift and estate tax audits, including appeals. Business Comprehensive services to diverse business clients, from family limited partnerships to real estate investment entities, to manufacturing concerns. We regularly represent businesses in almost any area, including but not limited to: organization, maintenance, reorganization, redemptions, and liquidation of business entities, including corporations, LLC's, and partnerships, related to planning for a business owner or charitable giving. Buy-sell agreements, real estate transfers, mortgages, leases. Employee benefit planning, such as deferred compensation, employment agreements, and insurance planning. Certification of specialization is available to Tennessee lawyers in all areas of practice relating to or included in the areas of Civil Trial, Criminal Trial, Business Bankruptcy, Consumer Bankruptcy, Creditor's Rights, Medical Malpractice, Legal Malpractice, Accounting Malpractice, Elder Law, Estate Planning, and Family Law. Certification as a Real Estate Law Specialist or Tax Law Specialist is not currently available in Tennessee. The listing of related or included practice areas on this website does not constitute or imply a representation of certification of specialization.
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