Wills, Trusts, Estate Tax & Foundations

There is a lot more to estate planning that just taxes.

Sparkman + Foote lawyers advise clients on wills, trusts, estate tax planning and foundations. We have assisted clients with estate planning for estates with assets ranging from a small amount to over $60,000,000. We work with our clients to clearly formulate what they want to achieve with their assets during and after their lifetimes and advise how best reach those goals.

Whether you have modest assets and simply want to ensure they go where you want them to as easily as possible or need estate planning for tax minimization and asset protection (wealth preservation), our lawyers have the expertise and experience to assist you.

We have a strong history of estate planning for asset protection, otherwise called “wealth preservation” and work well in conjunction with your wealth management adviser. Asset protection alternatives include structuring domestic and foreign trusts and business entities to hold assets for wealth creation, investment, and preservation.

We also assist clients with family foundation matters, including program-related investments, as well as determining when using a donor-advised fund or other community foundation vehicle more appropriately serves the client’s wishes than a family foundation.

For more information and to discuss how we may help you in this area, please call Allen Sparkman or Doug Foote.

NOTICE: Information presented on the Sparkman Foote LLP website is general information only; it does not constitute legal advice to any reader and you may not rely on it as legal advice. No communication to the firm or any of our attorneys through this website or by email is subject to attorney-client privilege, unless we have first established an attorney-client relationship with you. An attorney-client relationship may be formed only by a specific agreement between one of our attorneys and the person or entity seeking to be a client.