BackEstate Planning

Proper planning is essential to make sure assets will be distributed according to the desires of our clients. Nelson Mullins’ Estate Planning Group can help evaluate assets while creating a plan to minimize estate taxes and ensure proper disbursement at the appropriate time. Through the education of our team on our clients' individual circumstances, we can design solutions for the specific needs of each estate.

The Firm can lead clients through the complicated tax implications that accompany estate planning. Our legal team can assist with the key-operative tool in the estate plan, the will, or a trust (one created during the lifetime of a client and performs the same function as a will). These documents, when completed soundly, provide for the guided disposition of an estate. Nelson Mullins also can be sure that a will or trust interrelates with life insurance policies, retirement-plan proceeds, and assets owned in the form of joint tenants ownership with rights of survivorship. Our attorneys develop a close working relationship with all integral parties including accountants, life insurance agents, and financial planners to ensure that a strategic approach is taken in the process of planning our clients' estates.

Whatever the diversity and complexity of the dispositive scheme desired, Nelson Mullins has the attorneys to protect your assets with strategic and educated planning.

Nelson Mullins can assist with:

  • appointing a guardian
  • capitalizing on the gift tax annual exclusion rule
  • creating a living will
  • creating various types of trusts
  • designating an executor or personal representative
  • designating a trustee
  • establishing a healthcare power of attorney
  • giving authority to an individual as power of attorney
  • reducing estate taxes
  • taking advantage of the unified credit