Brunini has a diverse and sophisticated estate planning practice. This work includes tax planning as well as the structure and preparation of wills, trusts, family partnerships and other arrangements designed to facilitate clients’ goals of protecting, managing, and transferring assets. The Firm has an active probate practice, assisting clients throughout Mississippi with the administration of estates. We assist many non-resident estates with the administration of their Mississippi property as well. Several of the attorneys focused in this area have been recognized by Best Lawyers® in America and Mid-South Super Lawyers in the areas of Trusts and Estates and Tax. One of the Firm’s attorneys is a member of the American College of Trust and Estate Counsel.
Estate Planning, Trusts & Estates, Probate
- Represented clients in an estate planning matter for an extended family, consisting of father, mother, children and children’s spouses and descendants. Wills, durable powers of attorney and health directives were prepared for each adult family member. New trusts were prepared for the children and spouses, as grantors. An additional trust was prepared for father and mother, as grantors. An existing trust was merged into a newly created trust. Additional life insurance was obtained. Other matters related to an existing family limited partnership, trusts, a private foundation, a grantor retained annuity trust, and termination of existing trusts.
- The Firm is involved in an ongoing estate planning matter involving wills, revocable trust, existing trusts and partnership, charitable planning (including dealing with a private foundation), gift planning (for family and non-family members), trust planning, and tax planning. This matter involves research, document preparation, charitable planning, tax planning and analysis. The planning includes planning for private foundation, non-family gifts, cash flow to trust beneficiaries and tax considerations.
- Represents a client in an estate planning matter that involves a will, revocable trust amendments, charitable planning (including dealing with multiple private foundations), gift planning, trust planning, and tax planning. This matter involves research, document preparation, charitable planning, tax planning and analysis, client and trustee meetings. The planning includes working toward resolution of family issues, planning for charity, and tax considerations.