Estate planning is one of the nicest things you can do for your family. It tells your family and the court system how you want your assets distributed upon your death. Be mindful that if you do not have an estate plan, even a simple will, your assets will be dispersed and the legal affairs of your estate will be resolved solely based upon Kentucky law. A well thought-out plan will not only attend to your legal needs, but will also address your personal concerns and goals.
Estate planning isn’t only for people with established families, a defined amount of wealth, or certain type of assets. Anyone with young children can have as much or more at stake if their estate plan does not provide for the care or protection of their children. For the single person or couple with complex tax planning needs, the urgency of formulating an effective estate plan may seem much more evident.
My practice is concentrated in the areas of estate planning, business succession planning and asset protection. In developing an estate plan, I listen to you. Your goals and objectives, whether it be equalizing assets among children, transferring a business, or minimizing taxes, are my primary concern. My intent is to gain a full understanding of your particular requirements and desires. Appreciating the family dynamic is imperative to successful planning.
When planning an estate, I include considerations of lifetime gifting (and the Federal gift tax), incapacity, special needs planning, and protection of assets during my clients’ lifetime, as well as end of life decisions involving living wills and other advance directives, so that the value of their assets and the wealth they have accumulated in their estate will be available for their benefit and the benefit of their family and loved ones.
What I enjoy most about estate planning and my area of practice is the client interaction. I am dedicated to each client I represent. By providing a comprehensive approach to the client's planning situation, I strive to ensure a mutual understanding, to maintain direct contact, and to obtain the results desired by my client.
I began my career with the IRS as an estate and gift tax attorney. This position allowed me the opportunity to work with many accomplished practicing attorneys and gave me invaluable insight to the IRS examination process. I know how to work with the IRS and answer questions before they arise.
|GA||Active Member in Good Standing||1992||10/17/2021|
|KY||Authorized to Practice Law||1991||08/04/2021|
|Award name||Grantor||Date granted|
|Best Lawyer||Best Lawyers in America||2017|
|AV Preeminent Rated||Martindale-Hubbell||2017|
|Best Lawyer||Best Lawyers in America||2016|
|JD Supra Readers' Choice Awards 2016 (Estate Planning)||JD Supra||2016|
|Best Lawyer||Best Lawyers in America||2015|
|Best Lawyer||Best Lawyers in America||2014|
|Best Lawyer||Best Lawyers in America||2013|
|Partner||McBrayer McGinnis Leslie PLLC||2004 - Present|
|Association name||Position name||Duration|
|American Bar Association, Taxation Section||Member||N/A|
|Bluegrass Estate Planning Council||Member||N/A|
|Kentucky Bar Association||Member||N/A|
|Fayette County Bar Association, Taxation Section||Member||N/A|
|Georgia State Bar Association||Member||N/A|
|Tennessee Bar Association||Member||N/A|
|University of Kentucky Office of Continuing Legal Education||Kentucky Estate Administration Handbook, Fifth Edition||2014|
|McBrayer Newsletter, Volume 2, Issue 5||Six Common Estate Planning Mistakes||2012|
|Fayette County Bar Association Bar News||Offshore Asset Protection Trusts After The Small Business and Job Protection Act of 1996||1997|
|Transylvania University||BA - Bachelor of Arts||1986|
|Louis D. Brandeis School of Law at the University of Louisville||JD - Juris Doctor||1980|
|Business Lexington panel discussion||Planning for Equality: Estate Planning, Family Law, and Tax Information for the LGBT Community||2014|
|Fayette County Bar Association||Life After DOMA: Representing the LGBT Client in Kentucky||2013|
|Kentucky Bar Association||Financial Planning and Literacy Skills Every Young Lawyer Should Have||2011|
|11th Annual Women Mean Business Conference||Protecting Your Bottom Line, Panel Speaker||2003|
|CLE Seminar||A View from the Inside: Essential Elements of the Federal Estate Tax System Probate Section||1997|
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