At The Murray Nellis Law Group, every client receives knowledgeable legal guidance and personal attention to ensure their estate planning needs are met. The security of your family is important, and I want to ensure that you have the legal help you need to protect and provide for them. While I advise clients of all income levels, my strongest expertise is in providing sophisticated estate and tax plans for clients interested in protecting their assets from excess taxation, special trust planning, and protection from future creditors. I invite you to contact my Savannah law office for a free initial consultation.

Philosophy: Estate and Gift Taxes Are Optional

Many estate planners will tell you that their goal is to minimize the estate or gift tax for clients' with large estates. However, the estate tax and the gift tax are optional taxes.

Even though not all of your assets can be transferred to your children currently or by inheritance without paying estate and/or gift taxes, you can plan so that a portion of your assets pass to your children and the remainder transfers to a Charitable Organization of your choice. Such Aggressive Charitable Planning can reduce your estate and gift taxes to zero. But you do not have to choose one or the other, instead there is a spectrum of different plans depending on your Charitable inclinations. I can help you make the appropriate choices and implement plans that support your values and desires.
 
I handle a great deal of trust work for my clients, as well as helping them develop gifting strategies, such as:

Revocable and Irrevocable Trusts Grantor trusts Insurance trusts IRA trusts Credit shelter trusts Home trusts A/B trusts Marital trusts Medicaid trusts Special needs trusts

Gifting and Charitable Giving Charitable remainder trusts Charitable lead trusts Private foundations Charitable Organization Formation Donor-advised funds Family limited partnerships Installment Sales Private Annuities