The law firm of Gess, Mattingly & Atchison has one of the oldest estate
planning and administration practices in Lexington, Kentucky. Our estate
planning and administration lawyers serve individuals and families throughout
Central Kentucky.
For over fifty years, we have helped individuals, families, professionals and
business owners assure that their assets will be distributed according to their
wishes and at the lowest possible tax cost. Our attorneys have extensive
experience developing, implementing and administering sophisticated tax planning
strategies for our clients, including “Crummey” trusts, irrevocable life
insurance trusts, family limited partnerships, grantor retained annuity trusts (GRATs),
qualified personal residence trusts, sales to intentionally defective grantor
trusts, dynasty trusts, charitable split interest trusts, and charitable
conservation easements. Gess, Mattingly & Atchison was one of the first firms in
central Kentucky to utilize the family limited partnership as an estate and gift
tax planning technique and represented the taxpayer in one of the first IRS
audits of the technique to take place in this part of the country. Our
creativity and expertise have saved our clients literally tens of millions of
dollars in estate and gift taxes.
The fast changing world of tax and estate planning demands a commitment to
continuing education that is unique in the legal profession. Our attorneys have
made that commitment as is evident by the quality of the product delivered to
our clients. That product always reflects the latest ideas and strategies of the
estate planning profession tailored to the individual needs of each client,
delivered expeditiously and at a reasonable cost. At Gess, Mattingly & Atchison
we never attempt to “sell” a strategy. Instead, we take our experience and apply
it to the specific needs of the client. We encourage you to contact one of our
estate planning attorneys to discuss how their expertise can help you realize
your estate planning objectives.
Attorneys Practicing in this Area