Sellers Hinshaw Ayers, Dorthch & Lyons P.A.

Practice areas

Estate Planning and Estate Administration

Sellers, Hinshaw, Ayers, Dortch & Lyons, P.A. provides comprehensive estate planning and estate administration services. Our estate planning attorneys have broad experience in income, estate and gift tax planning for individuals, business owners and executives, and in the taxation and administration of estates and trusts. We will put in the late nights and attention to the details necessary to make sure your estate plan is customized to your individual needs. We have the respect for the years of dedication and hard work you put into your estate and you deserve the individual attention necessary to make sure it is protected.

The firm’s estate planning services include:

  • general planning advice to achieve a customized estate plan that will meet your specific needs and desires as to

    • who should receive your estate at your death,
    • achieving estate, income and gift tax savings, and
    • minimizing administrative and procedural burdens in the passing of your assets to your heirs after your death
  • estate and gift tax planning
  • wealth transfer planning
  • income tax planning
  • wills and trusts
  • powers of attorney
  • health care powers of attorney, “living wills” and other health care directives
  • IRA and retirement plan distribution planning
  • business succession planning
  • buy-sell agreements
  • family limited partnerships and family limited liability companies
  • life insurance planning and irrevocable life insurance trusts
  • asset protection or asset preservation

When it comes time to navigate a decedent’s estate through the probate system or to set up and maintain a trust, our attorneys are experienced and knowledgeable in all aspects of the administration of trusts and decedent’s estates, including:

  • preparation and filing of all necessary probate documents
  • discovery and collection of estate assets
  • ascertaining beneficiaries
  • notifications to beneficiaries and creditors
  • payment of debts and administration expenses
  • annual and other periodic accountings
  • estate tax returns
  • fiduciary income tax planning and tax returns
  • distributions to beneficiaries
  • dispute resolution

To learn more about how we can assist with your estate planning and estate or trust administration needs, please contact Mr. Jenkins or Mr. Hinshaw at (704) 377-5050 or via our online form.

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