Estate Law

McLawhorn & Associates, P.A. provides a full range of trust and estate services to individuals, charitable organizations, foundations and corporate fiduciaries. Generally, trust and estate services are separated into planning and administration, as follows:

Planning

The attorneys of McLawhorn & Associates assist clients in their important life decisions such as long-term health care and disposition of wealth. Basic services include the preparation of wills, trusts, prenuptial agreements, standard powers of attorney and health care powers of attorney. However, the firm’s attorneys are skilled in assisting clients with more complex estate and tax management strategies such as reducing estate, gift, and generation-skipping transfer taxes; planning for the transition of family-owned farms or businesses from older to younger generations; planning for charitable giving and the use of private foundations; and designing plans for advantageous gifting to beneficiaries. 

Administration

McLawhorn & Associates handles all aspects of estate and trust administration.

Services include preparing and filing all documents and accountings to commence, administer and formally close estates; ascertaining and paying valid estate debts; collecting and transferring estate assets to the appropriate beneficiaries; resolving death tax and fiduciary income tax issues; and filing appropriate death tax and fiduciary income tax returns. The firm’s attorneys also assist executors and administrators in carrying out their legal and fiduciary duties for a decedent’s estate. Should it become necessary, McLawhorn & Associates will represent clients in disputes such as will caveats, spousal dissents or challenges to trust provisions.

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