Smith, Gambrell & Russell, LLP advises individuals and families on wealth transfer planning strategies, planning for future generations, and planning for family-owned business enterprises. Our attorneys bring extensive experience guiding clients in the tax efficient transfer of assets during life and at death. We work closely with our colleagues in practice areas such as corporate, tax, real estate and litigation to advise our clients on all aspects of planning. We provide advanced advice on an array of transfer techniques designed to reduce taxes and protect assets, including family partnerships, grantor annuity trusts, qualified personal residence trusts, charitable trusts, trusts for… Read more
Private Wealth Services | Trusts & Estates
Trust & Estate Litigation and Family Business Disputes
Disputes relating to trusts, estates, and family businesses have a unique dynamic, one that SGR litigators know well. We counsel families through the thorny issues and controversies that can arise during and after the transfer of wealth from one generation to another—whether through estate planning bequests or the sale or transfer of a family business. In addition to traditional estate and probate disputes, our team litigates a variety of related cases, the outcomes of which often have multi-generational effects on the family business and estate. We represent trustees, executors, personal representatives, beneficiaries, and family business owners in cases involving: Breach… Read more