Bourland, Wall & Wenzel, P.C. has a nationally recognized estate planning and administration practice and its attorneys regularly contribute to estate planning and administration publications and presentations throughout the United States. All the attorneys in the estate planning and administration department are involved in income, gift, generation-skipping transfer and estate tax planning for individuals, families and family businesses of both moderate and substantial wealth.
Our attorneys provide counsel during all phases of the estate planning process. Initial phase planning includes preparation of wills, family trusts, durable powers of attorney, medical powers of attorney and living wills.
Additionally, the attorneys in our estate planning department utilize various alternatives to accomplish our clients' family wealth migration, family asset protection and family gift and charitable gift planning goals, including:
Family Wealth Migration
- generation-skipping trusts
- revocable and irrevocable trusts
- life insurance trusts
grantor trusts
- grantor retained interest trusts, including personal residence, grantor retained annuity and unitrusts
- sophisticated benificiary designation planning for IRAs, qualified plan and other benefits.
Charitable Planning
- charitable remainder trusts
- charitable lead trusts
- charitable gift annuities
- private family foundations
The section also provides continued legal and tax representation to charitable organizations, both public charities and private foundations. Further, attorneys in the Probate, Trust and Estate Administration section provide representation and assistance in the administration of the estate or trust, including probate administration and postmortem tax planning.