240 Third Street, Macon, Georgia 31201
478-749-1700 478-749-1700

← Areas of Practice

Trusts, Probate, and Estate Planning

Martin Snow’s extensive trust and estate practice provides services beyond business/corporate law and litigation to serve individuals by drafting wills and trusts, handling probate and estate administration and providing comprehensive estate tax planning. Specific estate services provided by Martin Snow include:

  • In-depth estate planning, including nontraditional and complex family dynamics
  • Drafting of wills and trusts
  • Optimal use of the marital deduction and estate and gift tax credits
  • Trusts, including determining the appropriate trust (revocable or irrevocable), the appropriate property to transfer to the trust, the distribution of trust assets, and trust related administrative issues
  • Planning for special care needs, including Special Needs Trusts and Qualified Income Trust/Miller Trust
  • Lifetime gifts to family members and gifts to minors
  • Gift to charitable organizations, including direct gifts, charitable remainder unitrusts (CRUTs), charitable remainder annuity trusts (CRATs), gift annuities, gifts of appreciated stock and life insurance
  • Specialized intra-family gifts and transactions such as qualified personal residence trusts (QPRTs), installment sales, and private annuities, sale of remainder interests, joint purchases, grantor retained annuity trusts (GRATs), irrevocable life insurance trusts (ILITs), and family limited partnerships
  • Closely held business interests, including valuation techniques, buy-sell arrangements, recapitalizations, redemptions under Section 303, deferral of estate tax under Section 6166, the use of family limited partnerships and limited liability companies
  • Understanding the various forms of probate administration, informal and formal
  • Determining the survivors’ immediate needs
  • Identifying probate and non-probate assets
  • Appropriate titling of assets during both planning and the probate process
  • How marital agreements may affect the estate
  • Transferring assets, including timing of distributions, transferring joint property, transferring probate and non-probate assets, handling distributions to minors and trusts
  • Estate income tax returns
  • Accounting and final settlement of estates
  • Will contests

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