Estate Planning |
Business Owner Growth & Exit Planning |
Asset Protection |
Trust & Estate Administration |
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WHAT WE OFFER |
Estate PlanningOur Traditional and Advanced Estate Planning practices cater to the needs of all individuals and families of all backgrounds, to provide solid estate planning services that brings their goals to fruition, in all circumstances. Our traditional estate planning practice provides a solid foundation for all estates, and these Traditional Estate Planning documents are a key component to planning and protecting your loved ones. These special services include Wills, Revocable Living Trusts, Irrevocable Trusts, and Disability Documents, such as Durable Powers of Attorney, Healthcare documents and more.
Our Advanced Estate Planning practice caters to the legal needs of business owners, corporate executives, high net worth individuals, and multiple generations of their families. We have great depth of experience advising clients in estate and gift tax planning, business succession planning, business growth, exit planning and asset protection needs. |
Business Owner Growth & Exit PlanningWe assist business owners make and fully implement a Growth and Exit Plan that transitions their most prized asset, their closely held business. Growth and Exit Planning aligns the business owner's personal, financial and business planning through collaboration with Trusted Advisors to maximize and align your Growth and Exit Planning with your desires and values.
We use traditional and innovative Business Succession tools to transition closely-held companies in a tax-efficient manner while maintaining productivity, profits, and harmony among partners (and their families). The sooner an exit plan is in place, the better. |
Asset ProtectionOur asset protection strategies employ many tools and techniques to protect assets from unexpected lawsuits and creditor claims, including protecting and maximizing assets from long-term nursing expenses.
Smart asset ownership and an in-depth risk analysis play crucial roles in our Asset Protection plans, which routinely employ different tools such as: Domestic Asset Protection Trusts (DAPT), Hybrid DAPTs, Offshore Asset Protection Trust, Dynasty Trusts, Grantor Trusts, Leveraged insurance strategies, captive insurance solutions, and various limited liability entities established in appropriate jurisdictions, including offshore if desired or necessary. |
Trust & Estate AdministrationOur Trust and Estate Administration practice guides Executors and Trustees through the Probate and Administration process. We handle and navigate any legal challenges or hurdles, to bring Estates and Trusts through the administration process quickly, efficiently and skillfully.
We excel when difficult administration circumstances arise including: - Preparation of estate tax returns and defense of positions taken on those returns - Execution of sophisticated estate planning transactions and other deals on behalf of the Trustee or Executor - Litigating cases in tax, federal, state, and local courts where seemingly interminable conflicts have arisen with beneficiaries, creditors, or the Internal Revenue Service - International Trust and Estate Administration and Tax matters |
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Jamie TraughberJamie Traughber is an Estate, Trust and Tax Attorney, and is the owner of Traughber Private Wealth Law, LLC. He graduated from the University of Kentucky with a B.A. in History and received his J.D. from the University of Louisville Brandeis School of Law. Jamie has practiced Estate, Trust and Tax law for his entire career.
Jamie Traughber has over 13 years of experience advising on complex and interconnected legal issues affecting the personal, business and financial aspects of his clients’ investments and business activities.... |
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What Our Clients Are SayingJamie is an exceptional Estate Planning attorney who works very closely with his clients. The first time you meet with him, you will know immediately that he has the expertise to walk you through the entire estate planning process. My wife and I are extremely pleased with the comprehensive Estate Planning Portfolio we now have in place. |
Contact Us |
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