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Idea Exchange
The LatestView All
March 17, 2023
Please join us for the 2023 Nelson Mullins Annual Financial Services Conference. This year's conference will include a wide range of informational sessions on bank and FinTech partnerships, how to starting a bank by recapping one, FinTech regulation, bank-sponsored venture capital funds, and affinity-based financial services.
2023 Nelson Mullins Financial Services Conference
Trusts & Estate Planning
Guiding & planning for the inevitable
When you need
- a will, revocable trust, durable power of attorney, living will, health care power of attorney, life insurance trust, family partnership or limited liability company
- gift and estate tax returns and help with audits of gift and estate tax returns
- assistance with handling estate disputes, including contested guardianships or conservatorships, will or trust challenges, and general estate litigation, if the need arises
we can help.
We work with clients to help manage
- Smooth and efficient transfer of assets in complex estates
- Difficult family disputes arising from the death or incapacity of a family member
- Family business continuation issues
- Minimization of federal estate and gift tax
Estate planning and probate from a multidisciplinary team
- Estate-planning attorneys with more than 200 years of combined experience
- Tax attorneys include former Assistant Attorney General for the State of South Carolina, serving as counsel to the South Carolina Tax Commission
- Probate litigation attorneys with trial experience throughout South Carolina and North Carolina
Our clients include individuals from many backgrounds and varying needs
- CEOs and business executives
- Small and Large business owners
- Professional service providers
Understanding your needs and goals in estate planning, probate, or related dispute resolution
Through knowledge and experience, Nelson Mullins listens to your story and crafts a plan designed to protect and preserve your wealth, efficiently transfer assets to your desired beneficiaries and minimize the cost of estate administration. When the inevitable happens, Nelson Mullins provides trusted and steady advice to help your representatives navigate the probate process. If the estate-planning and probate process results in disputes, our experienced litigators will help you resolve disputes before they turn into litigation or, alternatively, guide you through the litigation and alternative dispute resolution process.
Our services help allow you to
- Plan for the future - to give peace of mind that you and your family/company are protected
- Protect your assets - with asset protection planning.
- Minimize taxes - to maximize the transfer of wealth to the next generation
- Smoothly transition control of the family business - to avoid disruptions and loss of value
- Ensure that your assets will be distributed to the appropriate beneficiaries - by guiding your representatives through the probate process.
- Rest easier - knowing that your assets and beneficiaries are protected.
Why Nelson Mullins?
- Knowledge and experience representing clients like you
- Team approach that embraces other professionals involved in your estate planning
- Experience in both planning and litigating estate and trust matters
- Team includes attorneys certified as experts in both estate planning and probate law and taxation law
- Trial ready but settlement savvy on litigation matters
Why Nelson Mullins?
- Knowledge and experience representing clients like you
- Team approach that embraces other professionals involved in your estate planning
- Experience in both planning and litigating estate and trust matters
- Team includes attorneys certified as experts in both estate planning and probate law and taxation law
- Trial ready but settlement savvy on litigation matters
Why Nelson Mullins?
- Knowledge and experience representing clients like you
- Team approach that embraces other professionals involved in your estate planning
- Experience in both planning and litigating estate and trust matters
- Team includes attorneys certified as experts in both estate planning and probate law and taxation law
- Trial ready but settlement savvy on litigation matters
Why Nelson Mullins?
- Knowledge and experience representing clients like you
- Team approach that embraces other professionals involved in your estate planning
- Experience in both planning and litigating estate and trust matters
- Team includes attorneys certified as experts in both estate planning and probate law and taxation law
- Trial ready but settlement savvy on litigation matters
Experience
Following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.
- Represented individuals with a net worth of $2,000,000 to $100,000,000 as estate planning counsel
- Provided complex planning for high net worth clients including the use of revocable trusts, irrevocable trusts, grantor trusts, family limited partnerships, qualified residence trusts, and charitable trusts
- Represented fiduciaries and beneficiaries in estate litigation in all state courts
- Assisted in estate and gift tax litigation with the Internal Revenue Service
- Representation in administration or litigation related to guardianships and conservatorships
- Provided asset protection advice
- Provided estate planning for LGBT client
- Represented family seeking efficient transfer of a significant family owned business from one generation to the next
Why Nelson Mullins?
- Knowledge and experience representing clients like you
- Team approach that embraces other professionals involved in your estate planning
- Experience in both planning and litigating estate and trust matters
- Team includes attorneys certified as experts in both estate planning and probate law and taxation law
- Trial ready but settlement savvy on litigation matters
We work with clients to help manage
- Smooth and efficient transfer of assets in complex estates
- Difficult family disputes arising from the death or incapacity of a family member
- Family business continuation issues
- Minimization of federal estate and gift tax
Estate planning and probate from a multidisciplinary team
- Estate-planning attorneys with more than 200 years of combined experience
- Tax attorneys include former Assistant Attorney General for the State of South Carolina, serving as counsel to the South Carolina Tax Commission
- Probate litigation attorneys with trial experience throughout South Carolina and North Carolina
Our clients include individuals from many backgrounds and varying needs
- CEOs and business executives
- Small and Large business owners
- Professional service providers
Understanding your needs and goals in estate planning, probate, or related dispute resolution
Through knowledge and experience, Nelson Mullins listens to your story and crafts a plan designed to protect and preserve your wealth, efficiently transfer assets to your desired beneficiaries and minimize the cost of estate administration. When the inevitable happens, Nelson Mullins provides trusted and steady advice to help your representatives navigate the probate process. If the estate-planning and probate process results in disputes, our experienced litigators will help you resolve disputes before they turn into litigation or, alternatively, guide you through the litigation and alternative dispute resolution process.
Our services help allow you to
- Plan for the future - to give peace of mind that you and your family/company are protected
- Protect your assets - with asset protection planning.
- Minimize taxes - to maximize the transfer of wealth to the next generation
- Smoothly transition control of the family business - to avoid disruptions and loss of value
- Ensure that your assets will be distributed to the appropriate beneficiaries - by guiding your representatives through the probate process.
- Rest easier - knowing that your assets and beneficiaries are protected.
Following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.
- Represented individuals with a net worth of $2,000,000 to $100,000,000 as estate planning counsel
- Provided complex planning for high net worth clients including the use of revocable trusts, irrevocable trusts, grantor trusts, family limited partnerships, qualified residence trusts, and charitable trusts
- Represented fiduciaries and beneficiaries in estate litigation in all state courts
- Assisted in estate and gift tax litigation with the Internal Revenue Service
- Representation in administration or litigation related to guardianships and conservatorships
- Provided asset protection advice
- Provided estate planning for LGBT client
- Represented family seeking efficient transfer of a significant family owned business from one generation to the next
- Knowledge and experience representing clients like you
- Team approach that embraces other professionals involved in your estate planning
- Experience in both planning and litigating estate and trust matters
- Team includes attorneys certified as experts in both estate planning and probate law and taxation law
- Trial ready but settlement savvy on litigation matters
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Old North State Report – March 27, 2023
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Gold Dome Report – Legislative Day 38
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Gold Dome Report – Committee Work Day
March 22, 2023