Estate Planning, Wills & Trusts

Lawyers in this Practice

P. Newman Bankston
Keith H. Burroughs
Lewis C. Foster
Dan W. Holbrook
William H. Kittrell
Jonathan D. Reed
Bradley C. Sagraves
Practice Overview

Egerton McAfee’s estate attorneys are dedicated to helping clients define and accomplish their personal, family, business, and charitable objectives. Long-term relationships with clients and their families are built on trust, allowing legal experience and sound judgment to help forge a desirable and thoughtful life legacy.

Our lawyers match clients’ goals with well-tailored tools. We strive to provide clients with the peace of mind that comes from knowing they have arranged their affairs to best provide for themselves, their loved ones, their business, and their community.

Client objectives may include.

  • Family wealth planning, including over multiple generations
  • Protecting and caring for minors, blended families, disabled family members, spendthrift beneficiaries, or descendants’ troubled marriages
  • Planning for disability, retirement, or descendants’ educations
  • Minimizing taxes, including income, gift, estate, and generation-skipping taxes
  • Business succession planning, including buy/sell and other agreements
  • Philanthropy, including planned giving
  • Asset protection, including risk analysis and minimizing exposure to claims
  • Avoiding probate, including probate of real property in other states
  • Selecting guardians, executors, trustees, and agents under a power of attorney

Legal tools and techniques may include:

  • Wills
  • Trusts of almost limitless variety, including revocable, irrevocable, special needs, charitable, life insurance, domestic asset protection, dynasty, and many more
  • Customized beneficiary designations for life insurance, IRAs, and qualified retirement plans
  • Lifetime gift planning
  • Disability planning, including powers of attorney, “living wills,” and advance care plans
  • Estate “freeze” devices, to pass along future growth in wealth with minimum gift tax
  • Pre-marital, post-marital, and domestic partnership agreements
  • Family limited partnerships and limited liability companies, including obtaining appraisals
  • Advising fiduciaries of their duties and beneficiaries of their rights
  • Amendment or modification of trusts, even irrevocable trusts
  • Conservatorships and guardianships
  • Private foundations, public charities, and other tax-exempt organizations
  • Post-mortem planning
  • Preparation of gift and estate tax returns

Our estate planning lawyers are known for making substantial contributions to the profession, through publishing, speaking at continuing legal education events, or serving on legislative or bar committees to improve our laws and the quality of estate law practice statewide. Five of the practice group have a master’s degree in tax, estate planning, or accountancy; four are listed in Best Lawyers in America; and one is a Fellow of the American College of Trust and Estate Counsel.

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