INTRODUCTION

McSWEENEY, CRUMP, CHILDRESS & TEMPLE, P.C. attorneys have been actively involved in all phases of estate planning and administration for over twenty-five years. One of our attorneys, Beverley L. Crump utilizes estate, gift and income tax expertise, gained as an L.L.M., to advise clients about and to implement tax advantaged estate and financial plans.

AREAS OF EXPERIENCE AND EXPERTISE

Estate Planning

• Wills and Estate Plans
• Revocable Intervivos Trusts
• Irrevocable Trusts
• Life Insurance Planning
• Charitable Gifts­
• Family Limited Partnerships and Limited Liability Companies
• Corporate Succession Planning for Family-Owned Businesses and Farms
• Gift Planning, including GRITs, GRATs, and GRUTs
• Financial Planning
• Elder Care Law

Estate and Fiduciary Administration

• Post Death Tax Planning
• Representation During Probate and Before Commissioners of Account
• Trust Administration
• Guardianship and Conservatorship Administration

REPRESENTATIVE SERVICES

Examples of matters handled include:

Estate Planning: Preparation of wills, trusts, powers of attorney and medical powers of appointment for individuals and corporate executives.

Life Insurance Planning: Policy ownership and beneficiary considerations and trust planning.

Family Limited Partnerships: To accomplish transfers of family farms and businesses to family members in a tax advantaged manner.

Family Business and Succession Planning: Life insurance, stock redemptions, retirement compensation plans, stock valuation discounts and special tax planning provisions available to closely held businesses and farms.

Charitable Gifts: With and without a retained life income.

Estate Administration: Will probate, preparation and filing of estate and fiduciary income tax returns, inventory and fiduciary accountings, debts and demand hearing and distribution planning.

Trust Administration: Preparation and filing of fiduciary income tax returns, fiduciary accountings and distribution planning.

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