Practice Areas

• Wills

• Revocable living trusts

• Probate avoidance planning

• Estate, gift and generation skipping tax planning 

• Charitable trusts and gift planning

• Durable Powers of Attorney and Incapacity planning

• Advance Directives for Health Care

• Prenuptial agreements

• Special needs trusts and planning

• Asset protection planning

• Business succession planning, including buy-sell agreements

• 401(k) & IRA beneficiary designations and income tax planning

Our firm assists probate clients in the following areas:

• Informal estate administration

• Trust administration

• Trust modification

• Trust decanting

• Trust termination

• Estate and gift tax return preparation

• Estate and gift tax audits

• Guardianships and conservatorships

• Entity Selection

• Formation of corporations & LLCs

• Buy-sell agreements

• Tax-free reorganizations

• S Corp recapitalizations

• S election and other S Corporation issues

Our firm regularly represents tax exempt organizations and assists them with the following: 

• Incorporation

• Application for recognition of tax exempt status

• Formation of subsidiary and affiliated nonprofit and for-profit entities

• Charitable gift policies

• South Carolina Uniform Prudent Management of Institutional Funds Act (SCUPMIFA) Compliance

• Court approval of change in use of donor restricted gifts through Equitable Deviation

• Prosecuting and defending Personal Representative and Trustee removal actions

• Prosecuting and defending actions for Fiduciary Accounting

• Fiduciary Fee disputes

• Will contests

• Will and Trust construction cases

• Creditor claims against estates and trusts

• Valuation disputes

• Prosecuting and defending Elective share claims

• Contested guardianship and conservatorship actions

• Disputes over title to estate assets