TAX PLANNING, TRUSTS & ESTATES

Estate, Tax, and Asset Protection Planning

The McCullough Group Tax and Estate Planning team, led by nationally recognized estate planning attorney, L.S. (Lee) McCullough, II., provides highly tax-efficient strategies for the transfer of wealth and reduction of estate, gift, and income taxes, as well as provides a diverse range of other services within the tax, trust, and estate practice area.

Business Organization and Planning

The McCullough Group is involved in business organization and development utilizing corporations, partnerships, limited liability companies, and other appropriate structures for business creation and development, including tiered business planning. Our involvement includes determination of the appropriate business entity, formation, and assistance during operation and exit strategies. We also can assist with mergers and acquisitions of businesses along the entire financial spectrum. A combination of estate, tax, business, and charitable planning in preparation for mergers and acquisitions provides an overall package for the business owner.

Charitable Giving and Nonprofit Organizations

Our attorneys have extensive experience in the use of charitable remainder trusts, private foundations, public charities, donor-advised funds, and charitable lead trusts for client charitable giving and wealth enhancement. We can provide expertise in the formation of family foundations, operating foundations, and public charities. We also provide continuing guidance as you operate the entity to help you avoid self-dealing, excess business holdings, and jeopardy investment issues. The firm can also help clients meet and avoid penalties for failure to meet minimum distribution requirements.

We are here for you.

At The McCullough Group, we strive to solve the legal concerns and issues of our clients with sensitivity, determination, and personalized service. Our goal is to provide prompt, competent, exceptional service, working hard to obtain a result that is in the best interest of our clients while adhering to the highest ethical standards.

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