Practice Area: Tax + Wealth Planning

Practice Chair: Hays B McQueen

Presentations + Publications
Overview

Tax + Wealth Planning

Our Tax & Wealth Planning Group services clients across the Southeastern United States, counseling individuals and families in the acquisition, preservation, management and transfer of their property. Our services weave together the laws of income, gift, estate and generation-skipping taxation, trusts, estates, charitable giving, employee benefits, securities, insurance, partnerships and corporations.

Estate Planning and Drafting Wills and Trusts

Our attorneys advise clients on advantageous estate planning opportunities, as they apply within the context of the particular client’s goals and objectives. Proper planning does more than just provide for the transfer of assets at death. Our clients include individuals and families who have accumulated substantial wealth, and those who are at the beginning of this process. We work with our clients to create unique estate plans that preserve assets and minimize taxes, both during their lives and, often, for many years beyond.

Aside from the tax concerns, these estate plans address the special problems associated with specific assets, such as a family business, in ways that achieve the client’s goals. We also design plans that take into account the special needs of beneficiaries, in ways that meet and exceed the client’s goals. For example, we are often called upon to craft estate plans for those who cannot manage assets or who suffer from mental or physical disabilities. Our lawyers also address the practical issues of protecting assets from creditors and beneficiaries from themselves, by making sure that beneficiaries have “enough to do something, but not enough to do nothing.”

Administration of Estates and Trusts

Our attorneys advise individual and corporate fiduciaries regarding estate and trust administration, including post-mortem tax planning and return preparation.

Charitable and Exempt Organization Representation

We represent private foundations, hospitals, and other charitable organizations of regional importance. In addition, our attorneys have assisted clients with the formation of private family foundations and other charitable and nonprofit corporations, as well as structuring various types of lifetime and testamentary charitable gifts and bequests.

Tax Controversy Matters, Will Contests and Other Court Proceedings

We represent clients before the Internal Revenue Service in connection with estate and gift tax audits, and other tax controversies. Additionally, our attorneys handle will contests and litigation seeking the proper construction of wills and trusts. We usually work on these matters in conjunction with the firm’s litigation attorneys.

Our services include counsel and representation in:

Tax + Wealth Planning Attorneys

Name Phone Number Email Practice Areas
Taylor Alig
Associate
478.749.9912 TAlig@JamesBatesLLP.com
  • Tax + Wealth Planning
  • Estate Planning
  • Corporate + Transactional
W. Carter Bates III
Partner
478.749.9906 CBates@JamesBatesLLP.com
  • Tax Law
  • Business Law
  • Tax + Wealth Planning
  • Asset Protection Planning
  • Corporate + Transactional
  • Tax-Exempt Organizations
  • Churches + Religious Organizations
William L. Bennett
Associate
478.336.5513 WBennett@JamesBatesLLP.com
  • Tax + Wealth Planning
  • Estate & Asset Protection Planning
  • Trust Modification
  • Charitable Planning
  • Corporate + Transactional
Michelle LaLonde
Partner
404.997.7510 MLalonde@JamesBatesLLP.com
  • General Corporate Business Law Agreements
  • Licensing and Distribution Agreements
  • Gift Tax Planning
  • Estate Planning
  • Wills and Trusts
  • Mergers and Acquisitions
  • Tax + Wealth Planning
  • Corporate + Transactional
  • Healthcare
Jonathan O. Nwiloh, Jr.
Associate
404.978.7804 JNwiloh@JamesBatesLLP.com
  • Tax + Wealth Planning
  • Corporate + Transactional
  • Estate & Asset Protection Planning
Kim H. Stroup
Counsel
478.749.9929 KStroup@JamesBatesLLP.com
  • Creditor Bankruptcy
  • Probate Planning
  • Estate Planning
  • Real Estate
  • Business and Commercial Litigation
  • Adoptions
  • Litigation
  • Creditors' Rights + Bankruptcy
  • Banking + Financial Institutions
  • Eminent Domain
  • Tax + Wealth Planning
Willard D. Thompson
Partner
706.215.8324 WThompson@JamesBatesLLP.com
  • Family Business Planning
  • Taxation
  • Estate & Asset Protection Planning
  • Tax-Exempt Organizations & Charitable Giving
  • Tax + Wealth Planning
  • Corporate, Business & Transactional Planning
  • Corporate & Transactional Planning
  • Probate & Estate Administration
  • Business Succession Planning
Joshua J. Ware
Associate
478.336.5510 JWare@JamesBatesLLP.com
  • Corporate + Transactional
  • Probate & Estate Planning
  • Wills and Trusts
  • Tax + Wealth Planning
Erin S. Woodside
Associate
706.215.8325 EWoodside@JamesBatesLLP.com
  • Banking + Financial Institutions
  • Corporate + Transactional
  • Creditors' Rights + Bankruptcy
  • Tax + Wealth Planning
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CPAs

Name Phone Number Email
Joshua A. Kautz, CPA 404.844.2760 JKautz@JamesBatesLLP.com
Daisha L. Hayes, CPA 478.749.9930 DHayes@JamesBatesLLP.com
Kiely Donaldson, CPA, MBA 706.215.8328 kdonaldson@JamesBatesLLP.com
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