Tanner R. Duncan

REPRESENTATIVE MATTERS

• Representation of individuals and families with respect to estate planning designed to provide for surviving spouses, children, and other loved ones while minimizing federal estate taxes.
• Preparation of special needs trusts for families with a disabled child.
• Representation and consultation with clients with respect to entering into premarital agreements and postnuptial agreements.
• Representation of individuals starting new business ventures with respect to entity formation.
• Representation of business owners in the transition and continuation of closely-held businesses and family farms with the preparation of buy-sell agreements, stock restriction agreements and other business succession planning techniques.
• Representation of banks and trust departments with complex estate and trust administration, litigation support, and estate, gift and fiduciary income tax issues.
• Representation of beneficiaries in modifying trusts to achieve common objectives.