Sasser Sefton Tipton & Davis

Our law firm’s extensive estate planning practice is dedicated to helping our clients provide for the future financial needs of their families.  Our services include the following:

• Preparation of Estate Plans
• Drafting of Wills and Trusts
• Preparation of Powers of Attorney
• Drafting of Living Wills
• Planning for Family Business Succession
• Advice about Charitable and Lifetime Giving and Planning of Giving Strategies
• Formation of Charitable Foundations and Other Nonprofit Organizations
• Advice about Gift, Estate, and Inheritance Tax (and Preparation of Appropriate Returns)
• Estate Administration and Probate Proceedings

Our attorneys provide estate planning and probate services from the initial assessment of the client's estate planning needs to the preparation of wills, trusts, and other estate planning documents, and through the conclusion of the estate administration and probate process.

Business Succession Planning

Many of our firm's estate planning clients are entrepreneurs and business owners.  A substantial portion of these clients' wealth may be tied directly to their business interests.  Therefore, planning for changes in the leadership of these businesses and for the eventual orderly disposition of these business interests is of primary importance to our clients.  Our lawyers work closely with our business owner clients to prepare not only estate plans but business succession plans that help further both the goals of the estate plan and the individual goals of those clients.

Related Practice Areas

General Business
Nonprofit Organizations

Attorney Contacts

 For additional information about our estate planning and probate services, please contact R. Brian Tipton or James E. Davis, Jr.