Practice Area: Tax + Wealth Planning

Practice Chair: W. Carter Bates III

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
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
W. Collins Brown
Associate
404.844.2759 CBrown@JamesBatesLLP.com
  • Tax + Wealth Planning
  • Corporate + Transactional
Lauren M. Carey
Associate
404.997.6029 LCarey@JamesBatesLLP.com
  • Tax + Wealth Planning
  • Corporate Planning
  • Estate Planning
Michelle LaLonde
Of Counsel
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
John M. McMichael
Associate
478.749.9978 JMcmichael@JamesBatesLLP.com
  • Tax + Wealth Planning
  • Estate & Asset Protection Planning
Kort D. L. Peterson
Of Counsel
478.749.9924 KPeterson@JamesBatesLLP.com
  • Taxation
  • Tax Controversy
  • Estate Planning
  • Tax-Exempt Organizations
  • Tax + Wealth Planning
  • Corporate + Transactional
  • Churches + Religious Organizations
  • Mergers and Acquisitions
Jeffrey M. Rutledge
Partner
478.749.9985 JRutledge@JamesBatesLLP.com
  • Corporate + Transactional
  • Estate Planning
  • Tax + Wealth Planning
  • Asset Protection Planning
  • Probate and Estate Administration
  • Mergers and Acquisitions
Stephen G. Swinson
Associate
478.749.9940 SSwinson@JamesBatesLLP.com
  • Corporate + Transactional
  • Trade Marks
  • Tax + Wealth Planning
  • Tax-Exempt Organizations
  • Mergers and Acquisitions
  • Trusts and Estates
Willard D. Thompson
Partner
478.749.9903 WThompson@JamesBatesLLP.com
  • Taxation
  • Estate & Asset Protection Planning
  • Tax-Exempt Organizations & Charitable Giving
  • Tax + Wealth Planning
  • Corporate, Business & Transactional Planning
  • Probate & Estate Administration
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CPAs

Name Phone Number Email
Joshua A. Kautz, CPA 404.844.2760 JKautz@JamesBatesLLP.com
Pam M. Flanders, CPA, CFP® 478.749.9912 PFlanders@JamesBatesLLP.com
Daisha L. Hayes, CPA 478.749.9930 DHayes@JamesBatesLLP.com
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