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Estate Planning Blog

  • New York City

    New York’s Proposed Estate Tax Overhaul Is a Wake-Up Call — Even If You Live in Georgia

  • Among the more consequential decisions an estate planning attorney makes is helping clients distinguish between aggressive tax planning and outright fraud.

    When the “Deal” Is Too Good to Be True: How the IRS Is Dismantling Fraudulent Estate Planning and Charitable Tax Schemes — and What Every Investor Needs to Know

  • For entrepreneurs building successful businesses, few provisions in the tax code offer as powerful an opportunity as Section 1202—the Qualified Small Business Stock (QSBS) exclusion

    QSBS Stacking: How Entrepreneurs Can Multiply Their Tax-Free Gains

  • Until you actually transfer your residence into the trust—a process estate planning attorneys call "funding"—your home remains outside the trust's protection and will require probate administration after your death, regardless of what your trust documents say.

    Funding Your Home Into a Revocable Living Trust: What Georgia Homeowners Need to Know

  • The Seattle Seahawks situation is a real-world masterclass in the risks of holding a closely held business inside a trust.

    What the Seattle Seahawks Sale Teaches Every Business Owner About Trust Planning

  • Creating a revocable living trust is one of the most effective estate planning strategies available, but the trust document itself is only half the equation.

    How to Fund Your Revocable Living Trust: A Comprehensive Guide for Georgia Residents

  • If you are a Georgia resident with substantial assets, you have likely heard about domestic asset protection trusts and wondered whether this planning tool could help shield your wealth from potential creditors and lawsuits.

    Domestic Asset Protection Trusts for Georgia Residents: What You Need to Know About Protecting Your Wealth

  • For Georgia families with substantial wealth, the selection and implementation of appropriate trust vehicles represents one of the most consequential decisions in the estate planning process.

    Advanced Trust Planning for Georgia Families: A Comprehensive Guide to IDGTs, GRATs, SLATs, QPRTs, Asset Protection, and Trust Decanting

  • The landscape of estate and gift taxation has undergone a remarkable transformation, and Georgia families with significant wealth must now reassess their planning strategies in light of both federal legislative developments and the unique characteristics of Georgia’s tax environment.

    Georgia-Specific Wealth Transfer and Tax Updates: Critical Considerations for High-Net-Worth Families in 2026 and Beyond

  • The role of a trustee

    Understanding the Role of Trustees in Georgia

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Sandy Springs
5555 Glenridge Connector
Suite 620
Sandy Springs, GA 30342

(404) 538-9030

  • About
  • Services
    • Asset Protection
    • Elder Law & Long-Term Care Planning
    • Estate Planning
    • Estate Tax Planning
    • Family Office Services
    • International Estate Planning
    • Trusts
      • Trust Attorney
      • Trust Administration
    • Wills
  • Blog
  • Contact
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