Manier & Herod’s Probate, Trusts & Estates lawyers, with extensive experience in state and federal tax law, work closely with lawyers in the corporate and business area to provide the best possible service to corporate and individual clients. The firm’s Probate, Trusts & Estates attorneys work closely with trustees, corporate trust departments, executors, and other fiduciaries to provide advice throughout all phases of trust and estate administration. Given the specialized tax and business knowledge of the attorneys in the Probate, Trusts & Estates group, much of our firm’s practice in this area is centered on providing advisory and support services in connection with the administration of complex probate estates and sophisticated trust structures, including various charitable and non-charitable remainder trusts, annuity trusts, and unitrusts. We also represent many clients in specialized state trust matters, such as the creation and administration of Tennessee asset protection trusts (also known as a “Tennessee Investment Services Trust”), the formation of Tennessee community property trusts, and the minimization of tax and other liability exposure using trust structures.
Our attorneys commonly represent beneficiaries and other interested parties in connection with disputes with fiduciaries and claims to estate property, such as claims by surviving spouses for statutory spousal share, homestead, and support rights. Manier & Herod’s attorneys strive to reach favorable resolutions for our clients in all matters. Facilitated by the exceptional representation provided by Manier & Herod’s attorneys, the firm’s Probate, Trusts & Estates group has established itself as counsel to individual fiduciaries and to professional trust departments with regard to all issues of liability exposure, as well as the management and administration of trusts and estates.