Estate Planning E s t

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1 Estate Planning Est. 1997

2 Estate Planning for Your Peace of Mind A well-designed and carefully drafted estate plan ensures that your estate passes to whom you want, when you want and in the manner you have chosen. For more than two decades, MendenFreiman s estate planning attorneys have offered families peace of mind by skillfully and carefully planning for the transfer of assets upon the death or incompetence of a loved one.

3 NO TWO ESTATE PLANS ARE THE SAME No two families are the same thus no two estate plans are the same. In addition to their law degrees, MendenFreiman attorneys have earned advanced degrees in business, accounting or tax; and several are former certified public accountants. This diverse combination of expertise means we are highly skilled at identifying your family s unique challenges and helping you reach your estate planning objectives. Many times, we offer solutions you may not even know are available. OUR ESTATE PLANNING CLIENTS Business owners Successful entrepreneurs Executives and business leaders Multigenerational families ESTATE PLANNING PRACTICE SECTORS Wills and Trusts Estate Tax Planning Gift Tax Planning Asset Protection

4 PROTECT YOUR LIFETIME OF ACCOMPLISHMENTS Everyone should have an up-to-date estate plan. No matter your age, financial situation or marital status, seeking expert legal advice benefits you and those you love. The estate planning process often includes implementation of one or more of the following documents: Wills and revocable living trusts Trusts to own life insurance policies or other property Legal instruments providing for the management of your property upon an incapacitating event (durable powers of attorney for financial affairs) Authorizations for someone to make critical healthcare decisions on your behalf if you are unable to make those decisions yourself (advanced healthcare directives and HIPAA authorizations) ADVANCED ESTATE PLANNING SERVICES Many clients want to establish charitable foundations and/or trusts so that they will have an organized plan for their giving. Advanced planning may also include trusts for children who have special needs (special needs trusts), the creation of a family limited partnership (FLP) or any of a variety of other trust and transfer strategies and options that can be used to achieve your goals including: Outright Gift Dynasty Trust Irrevocable Life Insurance Trust (ILIT) Grantor Retained Annuity Trust (GRAT) Qualified Personal Residence Trust (QPRT) Intentionally Defective Grantor Trust (IDGT) Charitable Trusts Additionally, estate planning may consider business assets, business succession, creative real estate strategies and other techniques suggested by the assets and situation.

5 Estate Planning Attorneys Every relevant detail of your personal and financial situation will be thoroughly considered in the estate planning process to eliminate uncertainties of the management and transition of your family s assets while balancing your relative prioritization of wealth preservation, creditor protection, tax minimization and simplicity. Larry Freiman, Co-founding Partner

6 LAWRENCE (LARRY) H. FREIMAN CO-FOUNDING PARTNER, MBA Advanced estate planning including the integration of tax and business planning techniques to devise sophisticated wealth-transfer strategies. ROGER A. KIRSCHENBAUM PARTNER, LL.M. IN TAXATION Advanced estate planning, tax-minimization and asset protection, trust and estate administration, and business succession planning. JEFFREY (JEFF) J. MEEK SENIOR ASSOCIATE, LL.M. IN TAXATION Estate planning counsel, income and wealth-transfer tax minimization, asset-protection techniques, business succession planning. BRIAN M. ANNINO - SENIOR ASSOCIATE Estate planning, trust and estate administration, corporate governance and compliance matters, commercial contracts, mergers and acquisitions, and franchise law.

7 ROBERT (BO) H. HARRIS, II - SENIOR ASSOCIATE, LL.M. IN TAXATION Asset protection planning, estate and trust administration, business succession planning, nonprofit formation and planning, and business formation and transactions. KATHERINE E. TRAINOR ASSOCIATE Trust and estate administration, complex estate issues, estate tax process and probate. LAURA B. TRAYLOR OF COUNSEL Estate planning, trust and estate administration, complex estate issues, business formation and business succession planning. GEORGE D. MENDEN RETIRED CO-FOUNDER, OF COUNSEL Wealth planning, wills, trusts and asset protection; extensive knowledge of business, tax and wealth-transfer strategies. View full attorney bios on the MendenFreiman website

8 Est Committed to You and Your Family. Let us help you plan for the future. We will eliminate uncertainties about the management of your family s assets and provide strategies for wealth preservation. CONTACT US TO START THE CONVERSATION GLENRIDGE CONNECTOR, N.E. SUITE 850 ATLANTA, GA PHONE FAX MENDENFREIMAN.COM