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Steven Thomas Welch

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Avvo Rating8.6
  • Suwanee, GA
  • Licensed for 21 years
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About Steven

Drawing on over 20 years of progressive entrepreneurial and law practice problem-solving experience, I am unswervingly committed to the development and persuasive communication of creative cross-disciplinary planning solutions for wealth creation, preservation, and transfer to clients and like-minded professionals while maintaining a devotion to the timely delivery of results along with an experience beyond their expectations.

Practice areas

OtherCorporate and incorporationTaxEstate planningProbate
  1. Probate: 40%

    20 years, 150 cases

  2. Estate planning: 30%

    20 years, 1,000 cases

  3. Tax: 15%

    22 years, 1,000 cases

  4. Corporate and incorporation: 10%

    22 years, 750 cases

  1. Contracts and agreements: 5%

    22 years, 800 cases

Languages spoken

English

Photos and videos

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Contact

4185 Silver Peak Pkwy
address map

Bryan Welch LLP

4185 Silver Peak Pkwy
Ste B
Suwanee, GA, 30024-4413

Resume

License
StateStatusAcquiredUpdated
TNActive200501/18/2021
FLMember in Good Standing200412/20/2020
GAActive Member in Good Standing 199912/21/2020
We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal answers279
Legal guides0
Awards
Award nameGrantorDate granted
Who's Who Among American Executives and ProfessionalsCambridge Worldwide2006
Work Experience
TitleCompany nameDuration
Managing ShareholderWelchCounsel, PC2015 - Present
Shareholder/Managing DirectorPrivate Client Law Group2014 - 2015
General CounselArrow Exterminators2012 - 2014
PartnerSanders Welch LLC2002 - 2012
Associations
Association namePosition nameDuration
MidSouth Estate Planning ForumMember2005 - Present
Florida Bar, Real Property, Probate and Trust Law SectionMember2005 - Present
State Bar of Georgia, Taxation Law SectionMember2005 - Present
WealthCounselMember2002 - Present
State Bar of Georgia, Fiduciary Law SectionMember2002 - Present
ePlanners Educational AllianceMember2008 - 2017
Tennessee Bar AssociationMember2008 - 2016
Estate Planning Council of the Emerald CoastMember2005 - 2008
Florida Bar, Tax SectionMember2005 - 2017
Florida Bar, Business Law SectionMember2005 - 2017
State Bar of Georgia, Business Law SectionMember2004 - 2017
North Georgia Estate Planning CouncilMember2003 - 2012
Publications
Publication nameTitleDate
Atlanta Bar AssociationCatch Me If You Can!: Planning Gimmicks and What's In A Name2011
Education
School nameDegreeGraduated
University of Georgia School of LawJD - Juris Doctor1998
Georgia State UniversityBA - Bachelor of Arts1996
Speaking Engagements
Conference nameTitleDate
WHY YOUR CLIENTS NEED LIFE INSURANCE: SURPRISING OPPORTUNITIES IN A HIGH EXEMPTION ESTATE TAX REGIMEIncome and Estate Tax Planning2016
Selling Your Business Without Fracturing Your Family: Succession Planning for the Closely-Held CompanyBusiness Succession Planning2011
Catch Me If You Can!: Planning Gimmicks and What's In A NameAsset Protection2011
Ethical Considerations With The Typical Business Succession Client: A Transactional Case StudyEthics and Business Succession Planning2010
Estate Planning Traps For The Unwary: What Everyone Should Know Before They See An AttorneyEstate Planning2007
Legacy Building: Motivating Donors and Mobilizing Financial CapacityCharitable Planning2005
Use of Life Insurance and Valuation Discount Planning in Avoiding the 75% Tax Trap on Qualified PlansIncome and Estate Tax Planning2005
A Biblical Philosophy of StewardshipCharitable Planning2004
Legal cases
Case nameOutcome
High Net Worth Life Insurance Planning125MM life insurance; 2.2MM ordinary income tax deductions; 1.5MM premium reductions
Commercial Real Estate Refinance150K annual debt service reduction
Gift Tax Planning13MM generational wealth transfer; zero gift tax.
S Corporation Planning40% lease cost reduction; 50MM tax liability avoidance
401(k) Plan RestructuringPlan administration fee reduction over 35 basis points
Business Succession Planning65MM potential estate and gift atx savings
HNW Wealth Transfer Planning600K ordinary income tax deduction; 40MM potential estate and gift tax savings.
Asset Preservation Planning10MM reduction debt/surety liability;

Reviews

(20)
5 Star
95%
4 Star
5%
3 Star
0%
2 Star
0%
1 Star
0%
Review Steven Welch

Business Acquisition and Forming S Corp

Posted by

I first met Steve when working on a business acquisition involving 4 partners. I was thoroughly impressed with how he handled all the legal, tax and partnership issues. Steve also formed my S Corp. Steve is extremely knowledgeable, intelligent, thorough and patient. I highly recommend him!
This review is from a person who hired this attorney.
Hired attorney

Peace of Mind

Posted by

We cannot speak highly enough about Steve and his assistance with our Estate Planning. Steve guided us through the processs explaining everything in detail and answering all our questions. The entire process was made simple with his knowledge and assistance. We recommend him with complete confidence!
This review is from a person who hired this attorney.
Hired attorney

Excellent Legal Advice and Estate Planning

Posted by

We have used Welch Counsel on several occasions including updating our woefully outdated will and end of life directives. We now have a comprehensive estate plan that protects our estate from the vagaries of changing tax law and preserves wealth transfer to our daughters and future grandchildren. In a separate transaction Welch Counsel guided us with a complicated private real estate transaction. With their knowledge and experience the closing went flawlessly. For each case we received sage advice, wisdom and guidance beyond our expectations. The Welch Counsel firm addressed what we wanted to accomplish for our family and brought other issues to our attention that we had not considered. We would highly recommend the Welch Counsel for any estate planning issue particularly involving real estate and protecting assets.
This review is from a person who hired this attorney.
Hired attorney

Exceptional Lawyer

Posted by

It has been an amazing experience working with the Welch Counsel. This was my first experience working with an attorney and my family was so blessed to have such a competent and trustworthy person. Steven truly cares about his clients and I knew my family was in good hands. I will be happy to refer him to any of my family and friends.
This review is from a person who hired this attorney.
Hired attorney

God's Provision

Posted by

Steve has guided me through very difficult circumstances related to my mother's end of life and the execution of her will. With insightfulness and intellect he stood in the gap to protect me in these matters. Appropriately, I set the goal and he developed the strategy to accomplish it. He has done all that he said he would and has done it with great care and integrity. I was referred to Steve via a multi-person series of recommendations and I consider that it was God's provision for all I needed in this concern. He is worth his rate and then some. Don't hesitate to hire Steve.
This review is from a person who hired this attorney.
Hired attorney

Sale of Company of 30 years

Posted by

Absolutely the most thorough and detailed Attorney. It took seems like a year to hash out all the complicated issues of the sale of our company. He painstakingly took the time to go over every detail and spent hours on making the sale go through. He will always be our Attorney. Very professional and made it happen.
This review is from a person who hired this attorney.
Hired attorney

Excellent service

Posted by

I was very pleased with the excellent service that Steve gave to me. I decided to start my own medical practice and wanted to incorporate and create a DBA. Since I am new to the Atlanta area, he helped me to accomplish all of this. He is personable and accessible whenever I have a question. I highly recommend Steven Welch.
This review is from a person who hired this attorney.
Hired attorney

Professional and thorough

Posted by

Steven was highly professional, accessible, and detail oriented during the trust creating process. He did an excellent job of explaining the complex decisions required and walked us through step by step.
This review is from a person who hired this attorney.
Hired attorney

Excellent

Posted by

Steve went above and beyond right from the start. First of all he responded quickly to questions and accurately answered them. He was very kind and patient when an explanations were needed. It was rare for him to be unavailable but when he was he always got back to us promptly.That means a lot that someone is taking your planning as seriously as you are. He was truly a blessing to work with.
This review is from a person who hired this attorney.
Hired attorney

Estate Planning - Trust

Posted by

Simply put, Steve was (and continues to be) a blessing to our family. As my father's health began to deteriorate quickly, we realized that there was no plan in place for his estate. It was overwhelming enough managing his care, let alone thinking about how to protect his assets. It was at this point a friend referred us to Steve. Right from the onset, Steve began working on my father's behalf. He answered questions; he made the whole process clear and straightforward. The characteristic I most admired about Steve throughout this process was his compassion. We weren't just a number or a business transaction. It was apparent that Steve genuinely was working for US and put US first. We truly appreciate everything he did for us.
This review is from a person who hired this attorney.
Hired attorney
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Attorney endorsements

(16)
Are you an attorney? Endorse this lawyer

Conner Watts, Estate planning Attorney on Dec 19, 2018
Relationship: Worked for lawyer

Steve is one of the brightest and most intelligent individuals that I know. He can handle your legal matter with pristine care. I endorse this lawyer.

Randall Borkus, Estate planning Attorney on Jan 8, 2018
Relationship: Worked together on matter

I have had the pleasure of working with and learning from Steven for many years in at least two national groups of estate planning attorneys. His skill, knowledge, and advice are the standard of excellence in the areas in which he focuses his practice. His clients speak highly of him and so do his colleagues. That professional reputation is both impeccable and deserved. I whole heartily endorse Steven and urge you to consider him for your estate, business and asset preservation planning needs.

Joseph Yolofsky, Estate planning Attorney on Nov 21, 2017
Relationship: Worked together on matter

What an opportunity it was to collaborate with Steve on an inbound international tax matter in the preparation of an estate plan. Steve's extensive experience with these topics made working with him a simple affair. Throughout the process, he regularly communicated and updated the team on his progress. The matter was successfully resolved in the client's favor. You would do well to bring Steve on as your counsel. He will ensure you receive the highest level of concierge service and will also keep you smiling.

Larry Bray, Estate planning Attorney on Apr 14, 2017
Relationship: Fellow lawyer in community

Steven and I participate in a national study group of estate planning attorneys. He is knowledgeable, professional and experienced and he takes great care with each of his clients. Steven is committed to excellence for all of his clients. I find him to be an attorney that clients can trust and rely upon who provides high quality work that is personalized to each client’s needs. Steven is creative and finds innovative ways to help clients. He is respected by clients and other attorneys across the country. I endorse Steven Thomas Welch as an estate planning, trust, business and tax attorney.

Genevieve Dame, Contracts and agreements Attorney on May 12, 2016
Relationship: Fellow lawyer in community

I endorse this lawyer.

Matthew Ausley, Estate planning Attorney on May 6, 2016
Relationship: Worked for lawyer

Steven is not only an experienced attorney; he has one of the sharpest minds I have ever encountered. That is high praise in a professional space occupied predominately with great and powerful thinkers. I trust Steven’s legal acumen and ethical commitment, which I know are in the highest echelon of the legal profession.

Bradford Stevens, Estate planning Attorney on May 3, 2016
Relationship: Other

Steven is an excellent attorney and very knowledgeable in the business and tax side of the practice. I met Steve at a professional association of estate planning attorneys and would recommend him to anyone seeking a highly qualified and experienced attorney.

S. Stone, Estate planning Attorney on May 2, 2016
Relationship: Other

I endorse this lawyer. Steven is highly competent and experienced in estate planning for both traditional and high net worth families. His background in tax and corporate transactions gives him an advantage when working with families with complex transactions or assets, such as closely held businesses. I highly recommend Steven's professional services.

Larry Gibbs, Corporate and incorporation Attorney on Apr 6, 2016
Relationship: Worked together on matter

I endorse this lawyer. Prompt, ethical. Above average qualifications for complex estate planning, business organization, and federal/estate taxation.

Matthew Majors, Estate planning Attorney on Apr 6, 2016
Relationship: Worked together on matter

I have worked with Steven on several estate and business planning matters. Steven is very professional and a pleasure to work with. He is a knowledgeable and experienced estate planning attorney.

Jason Wiggam

Mr. Welch is a highly competent estate planning attorney. He works tirelessly for his clients and I would recommend him to anyone looking for a great estate planning attorney. I would welcome the chance to work with him again.

David Goldman, Estate planning Attorney on Apr 6, 2016
Relationship: Worked together on matter

I have worked with Mr Welch on estate planning matters as well as family law issues for several years. He is always very responsive and treats clients correctly. I would highly recommend taking a look at Mr. Welch's new firm if you are looking for legal services in GA

James Voeller, Estate planning Attorney on Apr 6, 2016
Relationship: Fellow lawyer in community

I have known Steve Welch for over 10 years. Steve is a highly respected member of the estate planning community. What is unique about Steve is that he is a kind and compassionate attorney who truly cares about his clients. He is not a lawyer who speaks down to people. Steve will discover what your goals are and then will offer solutions that will give you true peace of mind. I highly endorse Steve Welch. You will never regret hiring him. Jim Voeller

Stanley Miller, Estate planning Attorney on Apr 5, 2016
Relationship: Worked together on matter

I endorse this lawyer.

J. Warren, Estate planning Attorney on Jul 30, 2015
Relationship: Worked together on matter

Steve is an excellent attorney who brings knowledge, wisdom and experience to the estate planning process for clients. I highly recommend him.

Jennifer Taddeo, Real estate Attorney on Mar 2, 2011
Relationship: Worked together on matter

I endorse this lawyer. As a Massachusetts attorney who focuses my practice in estate planning, I often have clients with Florida property, and so have needed to find an attorney who is licensed in Florida and who can work to transfer my clients' property in an efficient, effective manner. Attorney Welch has been that attorney for my clients and me time and time again. I have great confidence in his abilties, and look forward to working with him again.

Cost

RATES
  • Hourly Rates$350-$350/hour
    PAYMENT METHODS

    Cash, Check