PRACTICE AREAS

Our firm practices in many complimentary areas designed to protect every type of family and small to medium sized business; including family owned businesses, farms and wineries. 

ESTATE & INCAPACITY PLANNING

For families & individuals: Living Trusts, Pour-Over Wills, Advance Healthcare Directives, Durable Powers of Attorney, Real Estate Transfers, Trust Funding

TRUST ADMINISTRATION

Advisement for private trustees

PET & SUCCESSION 
PLANNING

Trusts for fur babies, succession planning for ranches, farms and family owned businesses

Guardianship planning for minor or disabled persons

GUARDIANSHIP &
SPECIAL NEEDS
PLANNING
CHARITABLE GIVING

Estate & Tax Planning, Charitable Remainder Trusts, Retained Life Estates for the individual and consulting for non-profit organizations

BUSINESS & REAL ESTATE TRANSACTIONS

Incorporation, Limited Liability Company, Partnership, Succession Planning, Buy-Out Planning, Key Employee Planning, Powers of Attorney

COMPLEX PLANNING

Special Needs Trusts, Irrevocable Life Insurance Trusts

TESTIMONIALS

1.

Office located in Shelbyville, Tennessee.  Virtual appointments only

Mailing Address:  PO Box 2228, Shelbyville, TN 37162

 

Call

T: 916.524.5344

F: 888.834.3716 

Office hours Monday - Friday

8am-3pm CST; weekends & evenings by appointment

 

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