Trusts & Estates

Practice Area

Jackson Kelly’s Trusts and Estates practice area is steeped in years of experience and a long-standing tradition of helping clients protect their financial assets.

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Trusts & Estates

Practice Area

Jackson Kelly’s Trusts and Estates practice area is steeped in years of experience and a long-standing tradition of helping clients protect their financial assets.

Overview

Services

Attorneys

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Related Practices

Jackson Kelly’s Trusts & Estates attorneys assist clients in safeguarding and maintaining their assets. We provide comprehensive counsel—from proactive estate and tax planning to estate administration and related tax filings, including fiduciary income tax returns and estate and gift tax returns. We also advise on business succession planning, charitable giving, and asset protection planning.

When disputes arise during probate or trust administration, our attorneys provide strategic representation to protect clients’ interests and resolve conflicts efficiently, including contested wills and trusts, fiduciary disputes, declaratory judgment actions, and fiduciary litigation involving estates and trusts.

Our team is highly qualified in the intricacies of tax and estate law and frequently represents clients before federal and state courts. This practice area includes attorneys who are CPAs, ACTEC members, or hold advanced degrees, and our attorneys are consistently recognized in Chambers and The Best Lawyers in America® while regularly speaking and writing on these topics.

Contact Us!

Practice Group Leader

Marc D. Fine

Office: Evansville

(O): 812.422.9444

(F): 812.421.7459

(C): 812.431.2125

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Attorneys in the practice area offer a wide spectrum of legal services to clients, including:

Estate Planning For High Net Worth Clients

Revocable Trusts
Sales to Intentionally Defective Trusts
GRATS
QPRTS
Irrevocable Gift Trusts
- Minor’s Trusts
- Lifetime Gifting to Spouse to Utilize Estate Tax Exemption
Asset Protection Trusts
Life Insurance Trusts
SCINS
Dynasty Trusts
Private Annuities

Business Succession Planning

Buy Sell Agreements
Operating Agreements
Deferred Compensation Agreements
Family Limited Partnerships
Phantom Ownership Agreements

Charitable Giving

Lead Trusts
Remainder Trusts

Special Needs and Supplemental Needs Trusts
Fiduciary Income Tax Returns
Estate Administration
Federal Estate Tax Returns
Federal Gift Tax Returns
State Estate Tax Returns
Prenuptial Agreements
Asset Protection Planning
Advanced Health Care Directives

Probate Litigation