Burr & Forman LLP
Trusts & Estates
We find a plan unique to each client
Our Estate & Tax Planning counsel is as varied as our clients’ financial needs. We tailor our services to help our clients—be they individuals, families, business owners or other high-net-worth clients—protect, preserve and pass down what they’ve worked so hard to build. We also regularly advise corporate trust departments for their fiduciary administrative duties. Unlike estate and financial planners outside the legal profession, we have the knowledge, experience and technology to advise clients on the most sophisticated and comprehensive estate and tax planning opportunities available under current law, which enables us to draft and implement the most effective planning strategies. We work directly with accountants, life insurance agents and financial planners to solidify and create the very best team our clients can have.
Our services include:
* Wills and Trusts
* Drafting
* Marital Agreements
* Advance Health Care Directives (Living Wills and Health Care Proxies)
* Powers of Attorney
* Estate and Gift Tax Planning
* Generation-Skipping Transfer Tax Planning
* Charitable Gift Planning
* Gifts to Minors
* Probate and Estate Administration
* Post Mortem Transfer and Income Tax Planning
* Fiduciary Representation
* Business Succession Planning
* Family Limited Partnerships and Limited Liability Companies
Burr & Forman LLP
450 S Orange Ave #200
Orland FL 32801
Tel: 407 244-0888
Fax: 407 244-0889
Results Matter
Burr & Forman LLP is a 103-year old, full-service law firm with a forward-thinking approach to providing legal solutions. We have more than 200 attorneys and offices in Alabama, Florida, Georgia, Mississippi and Tennessee. Burr & Forman offers a wide range of business and litigation services to diverse clients with local, national, and international interests.
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