Trust Planning & Administration

Wm. Bert Brannon
W. Alex Weatherly Jr.

Our Trust Planning & Administration services include up-front planning regarding a client’s transfer of his or her assets, including tax considerations. Different types of trusts can be used to avoid the probate process altogether, to supplement retirement assets, or to reduce the burden of estate taxes. Our Wealth Management practice also includes problem-solving in trust administration matters, such as interpretation of trust documents, tax-related issues, and litigation.

Disclaimer
This description of Callison Tighe's services, experiences, or results in previous litigation or regarding specific clients for information purposes only and does not constitute representations or guarantees to other clients or prospective clients that the same or similar results may be achieved. The results and strategy for each case or matter is dependent on the facts and legal circumstances of that case.