We provide estate administration for a successful entrepreneur with a large family. We developed an innovate governance for a family limited partnership and established governance for new trusts. We also facilitate estate tax and succession planning for transfers from second to third generation.
Tax, Trusts and Estates
Clary Redd, one of America’s most visible and respected trusts and estates lawyers, is and for many years has been the lead presenter in Cannon Financial Institute’s Estate Planning Teleconference Series. Now in its 15th year, these monthly teleconferences are incredibly popular among trusts and estates professionals throughout the United States, attracting thousands of participants each month.
Each month’s discussion addresses a sophisticated estate planning or trust administration topic. A few examples include post-mortem tax elections, designing and administering trust distribution mechanisms, family business succession planning and drafting and working with powers of appointment.
Clary also serves as co-chair of the Editorial Advisory Board and writes a very popular column in Trusts & Estates magazine. Trusts & Estates is the most widely read periodical among trust administration professionals in the United States.