Experienced Estate Tax Planning Lawyer Marietta GA Trusts


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Estate Tax Planning Lawyer Marietta GA

If you are looking for the top estate tax planning lawyer in Marietta, GA, look no further than Perigon Legal Services. Schedule a call with us.

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Author: Stan Faulkner, Founder, Perigon Legal Services, LLC

Mr. Faulkner is an experienced counselor and litigator with 15 years of experience, having held bar licenses in four states (Mo, Il, Ct and Ga). Stan Faulkner uses this experience and focuses his skills in the pursuit of assisting individuals in probate (trust and estate) matters, guardianships and conservatorships, estate planning, business disputes and contract disputes. Published on July 24, 2021.

Estate planning is an intricate sector of law covering areas like business law, property, tax, contracts, and other related practice areas.

A well-planned estate helps minimize or eliminate burdensome estate taxes, avoid probate, and, most importantly, set the instructions on managing your business and assets during incapacity or after death.

To settle matters and determine control of your estate in the event of incapacity or your passing, you need Marietta’s best estate planning lawyers. Perigon Legal Services is the team you want on your side to create a new estate plan or modify an existing one.

Our estate tax planning legal team has extensive experience working with personal estate plans, business estate plans, estate trust administration, estate probate, and estate litigation.

When you need legal help with estate taxes or other legal issues, Perigon Legal Services will be by your side every step of the legal process. Get in touch with our estate tax planning lawyer serving Georgia residents to prepare for probate today.

What Is Estate Tax Planning?

Estate tax planning in Marietta, GA, involves evaluating the total value of your assets, including your business, to determine if it is over the tax exemption amount. This amount will vary by year, but several different trusts come with tax-saving benefits.

A few trusts we can explore with you are:

  • Family Limited Partnership and/or LLC
  • Irrevocable Life Insurance Trust
  • Marital Trust and Credit Shelter Trust
  • IRA Distribution Planning
  • Charitable Trust

Suppose you own extensive real estate or business properties. In that case, whether in Marietta, GA, or nearby cities, estate planning with legal counsel is ideal to account for estate taxes or claims by creditors on your Georgia estate.

Our law office helps our clients protect assets through estate planning services like:

  • Family Business Continuation Plans
  • Conservation Easements
  • “Freezing”
  • Other Wealth Management Services
  • Foreign Trust

Perigon Legal Services is the trust attorney in Marietta, GA, families trust for estate tax planning and trust administration services.

What Is Estate Tax Planning

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How an Estate Tax Planning Attorney Can Help

An estate planning lawyer serving your best interests will know the ins and outs of estate planning in Marietta, GA, and help you create a solid legal plan. The basic level of representation our Georgia law office can offer is building a personal estate plan with the client in mind.

An estate tax planning counsel usually covers wills and trusts at the most basic level. This ensures the client’s wishes are respected and helps loved ones when clients are not there to speak.

We help clients with estate planning matters, including:

  • A simple will or one with a revocable living trust

  • Power of attorney

  • Advance health care directives in the event of incapacity

Our years of experience with wills/trusts extend to serving the interests of minors or special needs family members.

Our estate planning legal team in Atlanta, GA, can advise on setting up an inheritance for your children to ensure it’s properly managed and their assets are protected. If necessary, we can review and discuss guardianship as well through either a phone or in-person consultation.

Real Estate and Tax Planning Attorney in Marietta, GA

If you hold property in Cobb County and beyond, it needs to be accounted for in your estate planning for probate and administration purposes. Property can put your successors in a tight spot if you fail to prepare diligently, whether for personal or commercial use.

real estate and tax planning lawyer serving Marietta, GA, can account for any interest or liens on the property after your death that will come due during probate. This helps alert new owners to any third-party stakeholders who can interfere with your bequeathment.

Our estate planning lawyers in Atlanta and Marietta, GA, also know to account for tax implications on real estate. This long-term investment requires intricate planning strategies. Even after the initial estate planning process, estate planning lawyers serving your interests will modify your plan if you acquire more real estate in Georgia down the line.

Common Estate Tax Planning Strategies

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Common Estate Tax Planning Strategies

Marietta, GA, estate planning involves collaborating with guardians, trustees, administrators, executors, and other parties to carry out probate responsibilities based on client wishes. Our counsel ensures your wishes are followed through in Marietta, GA, whether it is handling guardianship or representing business interests, thanks to our tried-and-true strategies.

Our estate tax planning strategies also focus on the most tax-efficient methods of estate planning to help prepare for probate demands and payments. Through our service, we ensure your estate sails smoothly through probate and is administered effectively to the benefit of your successors.

Some of our estate planning tax considerations include:

  • Making annual gifts to family members during your lifetime

  • Holding assets in trusts to reduce the size of the taxable estate

  • Charitable donations for income tax deductions

  • Business tax planning for the continuation of tax payments

If you are unsure how tax considerations now can help later, call our firm and learn how a top-rated lawyer serving Cobb County can assist you. We offer all potential clients a free consultation in Marietta, Georgia, to review their estate and discuss the next steps. Why Hire Our Estate Tax Attorney.

At Perigon Legal Services, located just outside Atlanta, GA, the accounting and tax law teams advise the client on distributing assets in the probate proceedings or trust administration.

Probate involves:

  • Verifying the validity of the will after the testator’s passing

  • Collecting inventory of the Georgia estate

  • Appraising the estate

  • Paying outstanding taxes or debts

  • Distributing property

The probate process can be daunting, so that is why you should have an estate planning attorney from Marietta, Georgia, on your side.

The best estate planning in Marietta, GA, will anticipate challenges based on the law and prepare for any of those challenges in probate.

An estate tax counsel from our law firm will determine the best valuation and accounting approach when determining the value of the Georgia estate or business. This helps to inform the client of the final tax return and the preparation of the tax return form.

Simplifying your Georgia estate planning is just a phone call away. Smart estate planning could pay off during administration and probate, so reach out to us today.

What makes trusts a valuable tool for estate tax planning in Marietta, GA?

Trusts are a valuable tool for estate tax planning in Marietta, GA because they allow experienced estate planning attorneys to offer clients, including family members and business owners, strategic ways to minimize estate taxes, ensure business succession planning, and provide compassionate guidance. 

Marietta estate planning lawyers utilize trusts to bypass probate, offer privacy, and ensure efficient distribution of assets to beneficiaries. This approach serves clients in the Atlanta metro area by potentially reducing estate taxes and offering a streamlined process for transferring assets, including out-of-date plans, under Georgia’s estate plan framework.

Tax Estate Planning Fiduciary Attorney

A fiduciary is the one named by the will to settle the estate. This is a serious responsibility that requires the fiduciary to contact the beneficiaries with information on the estate and opens them up to potential liability during settlement. A tax estate planning fiduciary counsel can help by serving fiduciaries throughout probate with guidance and representation.


A lawyer from our firm serving Marietta, GA, can serve as legal counsel to fiduciaries during probate and beyond, including administrators, trustees, and executors. With years of experience, we know the legal responsibilities of the fiduciary and the complex nature of estate administration and trusts.

Familial bonds can further complicate this process, and we are sensitive to this. We provide objective, professional advice as only a top-rated lawyer can. Contact us today to start planning with your fiduciary.

More Benefits of Working With a Tax Estate Planning Attorney

When you hire a top-rated tax estate planning lawyer in Atlanta, GA, you also have representation and legal advice in the event of audits and litigation. Estate and gift tax returns are individually reviewed and more likely to be audited than individual income tax returns.

Our attorneys are well-versed in tax law and can handle various types of tax audits. Our attorneys can review and prepare for litigation on several Cobb County estates, including:

  • Atlanta area
  • Cherokee county
  • Marietta
  • Gwinnett county
  • Douglas county
  • Fulton county
  • Dekalb county
  • Roswell
  • Powder Springs

Past litigation experience includes gift, estate, and generation-skipping tax positions against the IRS in the U.S. Tax Court, U.S. District Court, and the U.S. Court of Appeals.

Tax Estate Planning Fiduciary Attorney

Trusted Probate Court Lawyer in Cherokee County

Reach Out to a Trusted Estate Income Tax Law Firm

An estate income tax planning lawyer serving Atlanta, Georgia, and the surrounding areas can assist in administering your estate for both personal and business needs. Our top-rated law firm can help establish guardianship, search asset value, and ensure all successors are located for administration.

This law is intricate and essential when it comes to ensuring a smooth probate process down the road. Tax estate planning is crucial and can simplify the process of estate administration. If you need estate income tax law representation for this sort of estate settlement, we are ready to help.

Our estate lawyers have years of experience in estate and trust law, as well as business succession planning and business entity formation. We understand estate and trust concepts in relation to taxation.

To schedule your free estate planning consultation, call today and let us know how we can help. From criminal defense to trust administration and estate planning in Marietta, GA, we have legal expertise for all financial and criminal needs.

Schedule a Free Consultation

Use the form below to tell us about your legal inquiry, and we’ll call you back to schedule an appointment. Please be as detailed as possible. You may also email or call us to make an appointment. Our general response time is one business day.

* Please do not include confidential or sensitive information in your message. In the event that we are representing a party with opposing interests to your own, we may have a duty to disclose any information you provide to our client. *


Shape 1 min6400 Powers Ferry Road NW Suite 386
Atlanta, Georgia 30339