Phillips Murrah offers clients expertise and personal attention in matters relating to trusts and estates. We are engaged in all aspects of estate planning on the state and federal levels, preparing wills, trust instruments, prenuptial agreements and all related documents for clients. We also conduct the administration of estates on a day to day basis from probate of a decedent’s will through the final accounting and distribution of the assets. Our services include the drafting of all court documents, preparation of the federal and state estate tax returns and tax planning for income received during the administration of an estate. Phillips Murrah has had many years of experience in handling assets which are difficult to value and in dealing with the tax authorities in estate tax audits, both on the agent and appellate levels. We also advise trustees with respect to the proper administration of trusts and beneficiaries with respect to their rights in such entities. Phillips Murrah is also experienced in charitable planning, including the use of trusts and other devices which carry out both charitable and family objectives.
Related Expertise