Wills, Trusts & Estate Planning | Estate Administration | Business & Tax LawWills, Trusts & Estate Planning | Estate Administration | Business & Tax Law

Wills, Trusts andEstate Planning

Everyone should have an up-to-date estate plan. No matter your age, financial situation or marital status, seeking expert legal advice will benefit you and those whom you love.

The estate planning process often includes the implementation of one or more of the following documents, as appropriate: • Wills and Revocable Living Trusts. • Trusts to own life insurance policies or other property. • Legal instruments providing for the management of your

property upon an incapacitating event (Durable Powers of Attorney for Financial Affairs).

• Authorizations for someone to make critical health care decisions on your behalf if you are unable to make those decisions yourself (Advanced Health Care Directives and HIPAA authorizations).

Additionally, estate planning may consider business assets, business succession, creative real estate strategies and other techniques suggested by the assets and situation.

A well-designed and carefully drafted estate plan ensures that your

estate passes to whom you want, when you want, and

is carried out in the manner you have chosen.

Estate Administration

Estate Administration is a general term used to describe the entire process of administering a deceased person's estate in accordance with a valid Will or Trust, or where no valid Will or Trust exists, pursuant to the state laws of Intestacy.

Our clients take comfort in the notion that not only can we help them establish an estate plan which addresses their personal priorities and objectives, we are also dedicated and available to guiding their family through the Estate Administration legal process including: • Probate• Assets and Claims• Appraisals• Estate and Trust Returns and Filings• Estate Contests and Claims

It is very rewarding to relieve our clients of the

difficult tasks of working with insurance companies, banks and other aspects of

the estate administration process when they are in

the midst of chaosand grieving

Our Commitment To YouEvery relevant detail of your personal and financial situation will be thoroughly considered in the estate planning process to eliminate uncertainties over the management and transition of your family assets while balancing your relative prioritization of wealth preservation, creditor protection, tax minimization, and simplicity.

We have been fortunate to serve a widearray of clients with their estate planning needs

for over 15 years.

When clients have more complex estate planning needs, we are able to bring deep, firm-wide experience and a successful track record to the engagement. Many clients wish to implement strategic charitable gifting programs within their estate plan through charitable foundations or charitable trusts. Advanced estate planning may also include trusts for children who may have special needs (SNT), the creation of a Family Limited Partnership (FLP) or Family Limited Liability Company (FLLC), leveraged estate planning transfers, or any of a variety of other strategies and techniques that can be used to achieve client goals including: • Multi-Generational Dynasty Trust • Irrevocable Life Insurance Trust (ILIT)• Grantor Retained Annuity Trust (GRAT) • Qualified Personal Residence Trust (QPRT) • Intentionally Defective Grantor Trust (IDGT)• Beneficiary Defective Grantor Trust (BDGT) • Spousal Limited Access Trust (SLAT)

Advanced Estate

Planning Services

Estate Planning and Estate Administration Attorneys

Our team of estate planning and estate administration attorneys have years of complex financial, tax and corporate transaction experience.

View full attorney bios at www.mendenfreiman.com

George Menden, Founding Partner / Attorney & CPAHighly complex mid-market transactions where tax and/or financial reporting considerations are most important to the transaction structure.

Lawrence H. Freiman, Founding Partner / Attorney & MBAAdvanced and sophisticated wealth transfer plans, complex buy-sell agreements and complicated partner agreements where multiple partners and businesses are represented.

Paige P. Baker, PartnerBusiness succession planning, business transactions and governance with a particular emphasis on franchises, estate and trust planning and estate administration.

James Kanner, PartnerBroad business practice from formation (including private equity and venture capital), through growth, to sale; tax planning; compensation and estate planning.

Katherine E. PolkingTrust and estate administration, complex estate issues, estate tax process and probate.

Alden K. CorriganBusiness representation and formation, tax and estate planning, and trust and estate administration.

Wills, Trusts and Estate PlanningEstate AdministrationBusiness & Tax Law

Getting a new business off the ground, growing it or getting it ready to pass on to others requires careful planning to assure success.

We would like to be a part of that success by applying our experience and depth of understanding to your unique situation

5565 Glenridge Connector N.E. Suite 850Atlanta, Georgia 30342Phone: (770) 379-1450 | Fax: (770) 379-1455www.mendenfreiman.com