|
Drafting wills, trusts (including charitable trusts, grantor trusts, asset protection trusts, and personal residence trusts), powers of attorney, advanced health care directives, and living wills.
|
|
Representing administrators and executors in the administration and probate process including probate of wills, estate and probate litigation matters and preparation of federal estate and state inheritance tax returns.
|
|
Advising clients in the formation of LLCs, Corporations (for-profit and nonprofit), Partnerships (both limited and general), and nonprofit corporations; adoption and implementation of stock option plans; and transactions such as mergers, acquisitions, and private placements.
|
|
Advising clients with respect to Tennessee tax planning matters involving franchise and excise tax issues, sales and uses tax issues, property tax and economic incentive matters such as Payment in Lieu of Tax agreements (PILOTs). Representing clients in sales and use tax litigation matters, franchise and excise tax litigation matters, and property tax litigation matters (including matters before the Tennessee State Board of Equalization).
|
|
Advising clients with respect to federal tax planning matters involving individual tax matters, corporate tax matters, partnership matters, and other tax matters. Represented clients in tax controversy before the Internal Revenue Service in administrative proceedings including audits.
|
|
Advising clients in the formation of nonprofit corporations including organizing nonprofit entities, securing recognition of tax exemption from the IRS and the State of Tennessee, and submitting required annual filings.
|