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Estate Planning & Asset Protection

Effective Estate Planning and Administration

The attorneys of Seiller Waterman LLC represent individuals and families in all matters pertaining to the ownership and transfer of family wealth. We work diligently to see that the assets our clients have worked so hard to accumulate are preserved and passed on according to their wishes.

Planning for the Future

Our estate planning and administration practice helps clients to define their wealth preservation and transfer objectives and to create an estate plan designed to accomplish their goals.

Our attorneys inform clients of the options available to them, help them choose among these options, and ensure that they understand their estate plans and the practical impact of those plans on their beneficiaries.

We take a multidisciplinary approach, bringing together the business, real estate, and other expertise of attorneys throughout the firm.

We have developed and implemented tax-sensitive planning techniques for individuals and families as well as for large and complex estates. From drafting wills, establishing trusts and taking a planned approach to charitable gifting, we offer a broad range of estate planning vehicles and services.

Estate and Trust Administration and Litigation

We offer a full range of services relating to probate matters and the administration of estates and trusts. As part of this process, our attorneys routinely work with clients to establish private foundations or otherwise meet their charitable goals.

We regularly counsel and represent personal representatives and trustees in all phases of the administration of estates and trusts, including preparation of the estate tax return, consideration of disclaimers and other post-mortem tax planning.

Our trial attorneys litigate will contests and other estate and gift-related disputes.

We represent individuals, estates and fiduciaries with assets ranging from under $2 million to over $1 billion.

In day-to-day practice, our attorneys represent estates, trusts, guardians and conservators of individuals under disability and charitable foundations, and other not-for-profit organizations, including educational and social service institutions.

Representing Clients for Generations

Many of the individuals and families we represent in family wealth asset protection matters are the principals of family-owned and closely held business entities. Others own substantial interests in publicly-traded business enterprises. Frequently, this representation extends to several generations within a family, facilitating comprehensive planning with regard to the family's long-term objectives, such as creating Grantor Retained Annuity Trusts (GRATs), Qualified Personal Residence Trusts (QPRTs) and other family entities.

Our law firm also advises institutional clients, including banks and others regarding will construction, and trust reformation.

Our estate planning and administration attorneys often advise charitable organization clients, including large and small private foundations, supporting organizations, medical research organizations, and single-philanthropist schools. The advice generally focuses on federal and state tax law, relevant corporate or trust law, and complex endowment investments.

From our office in Louisville, the estate, probate and estate litigation attorneys of Seiller Waterman LLC represent clients in Kentucky, southern Indiana, throughout the nation and around the world. To arrange a consultation with one of our lawyers, please call: 502-584-7400, or e-mail the firm.

Seiller Waterman LLC
462 S. Fourth Street, 22nd Floor
Louisville, KY 40202

Phone: 502-584-7400
Fax: 502-583-2100
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