Bass, Berry & Sims | Trusts and Estates

Services Matters Attorneys Newsletters	Trusts and Estates Bass, Berry & Sims PLC has a highly respected Trusts and Estates Practice. We represent beneficiaries and fiduciaries of estates in probate and trust litigation. The services we provide include will contests, will and trust reformations and constructions, tax apportionment disputes and conservatorship and guardianship proceedings. We have provided the following trust and estates services to our clients: Advised families in the formation and implementation of business succession plans intended to meet both tax and non-tax objectives Prepared irrevocable trusts designed to reduce taxes, including grantor retained annuity trusts, qualified personal residence trusts, dynasty trusts, intentionally defective grantor trusts, charitable lead trusts and charitable remainder unitrusts and annuity trusts Formed and advised tax-exempt organizations, including private foundations, private operating foundations and public charities Prepared family limited partnerships, limited liability companies and S corporations intended to address various estate planning issues Represented personal representatives of large estates, including preparing state and federal estate and inheritance tax returns, responding to litigation by beneficiaries and handling tax controversies with federal and state taxing authorities < back

Trusts and Estates

Bass, Berry & Sims PLC has a highly respected Trusts and Estates Practice. We represent beneficiaries and fiduciaries of estates in probate and trust litigation. The services we provide include will contests, will and trust reformations and constructions, tax apportionment disputes and conservatorship and guardianship proceedings.

We have provided the following trust and estates services to our clients:

Advised families in the formation and implementation of business succession plans intended to meet both tax and non-tax objectives
Prepared irrevocable trusts designed to reduce taxes, including grantor retained annuity trusts, qualified personal residence trusts, dynasty trusts, intentionally defective grantor trusts, charitable lead trusts and charitable remainder unitrusts and annuity trusts
Formed and advised tax-exempt organizations, including private foundations, private operating foundations and public charities
Prepared family limited partnerships, limited liability companies and S corporations intended to address various estate planning issues
Represented personal representatives of large estates, including preparing state and federal estate and inheritance tax returns, responding to litigation by beneficiaries and handling tax controversies with federal and state taxing authorities

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