Tax, Trust & Estate Planning
For over 60 years, the law firm of Gess Mattingly & Atchison, P.S.C. has been providing tax, trust, and estate planning services throughout the Commonwealth of Kentucky. We have helped individuals, families, professionals, and business owners to protect their assets and 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, trust, and estate planning strategies for our clients. Such services include the preparation of wills, as well as “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, P.S.C. 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.
We also represent clients in the probate of wills and the administration of estates of deceased loved ones, and in the appointment of conservators and guardians for persons who are no longer able to make their own decisions about finances or health care.
In this ever changing practice area, our attorneys are committed to remaining up to date on the latest ideas and strategies of the tax, trust and estate planning professions, and tailor solutions specific to the individual needs of each client, delivered expeditiously and at a reasonable cost.
If you are in need of an experienced tax. trust or estate planning attorney, please contact Gess Mattingly & Atchison, P.S.C. to discuss how our experience can help you realize your planning objectives. We have the background and experience in tax, trust, and estate planning to accomplish your goals … let our tradition of excellence continue with you.