Knowing the law is not enough. Our estate planners work to understand your objectives in order to frame their recommendations accordingly.
Chamberlain Hrdlicka possesses one of the largest and most accomplished estate planning and administration groups in the South and Southwest. There is no substitute for experience, and many of our lawyers in the group have been practicing in this field of law for more than fifteen years. Clients know they can depend on our depth of experience to help them achieve their objectives today and for generations to come.
Our expertise in tax and business issues is the perfect foundation for the estate plans we develop for individuals, families and business owners. We understand how the system works, and we know how to structure plans that take full advantage of every key provision of the tax code. Since the potential tax consequence at death can often surpass 50 percent, it is worth investigating all avenues to assist a family in retaining as much wealth as the law will allow.
Honor The Past, Prepare For The Future
Knowing the law is not enough. Our estate planners work to understand your objectives in order to frame their recommendations accordingly. Every individual has a different perspective, different needs and different goals. We believe that imposing any type of “formula solution” is unfair to you and your family members. We prefer to listen first, then act on what you tell us. When we develop a plan, it fully reflects the input and directions we have received in our in-depth interviews with you. With our help, it becomes your plan.
Goals of This Generation
We bring a long-term perspective to our assignments. As we address the needs of the surviving spouse and children, we also keep an eye toward generations to come. Elements put in place today can have a profound effect on how wealth is retained and administered in the future. Our collective expertise addresses the challenges and stands the test of time. If you own a business, we take the necessary steps to ensure continuity and value for family members, shareholders, employees and customers. We work with you to establish goals and then to implement them efficiently and effectively. The final decisions are always yours — but we provide you with the information and counsel you need to confidently make good decisions.
Estate Administration Assistance To Help Families Move Ahead
The estate administration duties that accompany the loss of a loved one can prove burdensome, even overwhelming, to the survivors. We approach estate administration with care. We assist when and where needed, applying appropriate elements of post-mortem planning and ensuring that key deadlines and documents are handled in a timely and proper manner. We appreciate that there are hundreds of things you would rather do than focus on these responsibilities. With our assistance and follow-through, all of the elements of administering an estate can fall properly into place. To us, estate administration also has two parts: honor the past and prepare for the future.
A Complete Range Of Tools Wielded By Experienced Professionals
Chamberlain Hrdlicka helps you build a plan and then assists you in its implementation, using proven techniques and tools to produce the desired results. We adjust our approach to meet your needs. The degree of sophistication and complexity involved depends solely on your needs and best interests.
When Even the Best Estate Planning Documents Can’t Avoid a Family Drama
We work with our clients to fashion estate plans and trust provisions that minimize the possibility of family conflict. Things like drafting crystal clear language in your estate planning documents and selecting the right people to serve as your fiduciaries (e.g. the executor of your Will or trustee of your trusts) go a long way to reduce the likelihood of litigation among family members. Unfortunately, family disputes and disagreements related to estates and trusts happen more frequently than we would hope. In the event family discord arises and leads to family members taking overtly adversarial positions, we have the knowledge and experience to help address those unfortunate situations. For example, we can work with the client to pursue methods of settling differences short of outright litigation such as mediation and arbitration. Our litigation team has a wealth of experience in the probate and trust area and we work closely with them when necessary to achieve the best possible outcome for our clients.
Areas of Expertise
- Wills and revocable trusts
- Planning for incapacity, including powers of attorney and health care declarations
- Gifting techniques and strategies
- International estate planning, including offshore trusts
- Life insurance planning
- Trust planning
- Generation-skipping planning
- Charitable giving and charitable entities
- Succession planning for business owners, including buy-sell agreements
- Family limited partnerships, limited liability companies and closely held businesses
- Marital property agreements
- Estate administration and probate
- Preparation and filing of estate, inheritance and gift and generation-skipping tax returns
- Representation in estate and gift tax audits
- Litigation consulting
- Mediation, arbitration and litigation relating to all aspects of trust and estate disputes
- Chamberlain Hrdlicka to Host 42nd Annual Houston Tax and Business Planning Seminar on October 30 at Norris Conference Center at City CentreOctober 30, 2019
- Attorneys with national law firm Chamberlain Hrdlicka have been selected to the 2019 Texas Super Lawyers listSeptember 3, 2019
- Record Number of Chamberlain Hrdlicka Attorneys Named to US News 2020 Best Lawyers in America® and Four Attorneys Recognized as Lawyer of the YearAugust 15, 2019
- “Comparing 1031 Exchanges to Opportunity Zones (1031 v. 1400z-1 and 1400z-2)” by Stephanie Friese and Christopher Steele published by Georgia Society of CPAsAugust 12, 2019
- Atlanta Business Chronicle, May 21, 2019
- May 15, 2019
- May 10, 2019
- Fiduciary News, April 23, 2019
- March 26, 2019
- March 7, 2019
- February 7, 2019
- Trusts & Estates, December 17, 2018
- Atlanta Journal-Constitution, November 18, 2018
- Chamberlain Hrdlicka again named a "Best Law Firm" by US NewsNovember 1, 2018
- Chamberlain Hrdlicka to Host 33rd Annual Atlanta Tax and Business Planning Seminar on November 15 at Four SeasonsOctober 12, 2018
- Chamberlain Hrdlicka to Host 41st Annual Houston Tax and Business Planning Seminar on October 30 at Marriott WestchaseOctober 12, 2018
- Stewart M. Weintraub Named 2017 AV Top-Rated Lawyer in Real Estate Law by Martindale-Hubbell and ALMChamberlain Hrdlicka state and local tax (SALT) practice chair recognized in special section in American Lawyer, Corporate Counsel and National Law Journal
- National law firm achieves top rankings in tax law, tax litigation and trust and estates law
- Chamberlain Hrdlicka Attorneys Ranked in Construction, Litigation – Construction, Eminent Domain & Condemnation, Employee Benefits (ERISA), Government Relations, Immigration, Tax, Litigation and Controversy - Tax, and Trust & Estates CategoriesAugust 2017
- Stewart M. Weintraub, Kenneth I. Trujillo, Matthew S. Olesh, Jennifer Weidler Karpchuk recognized among top lawyers in Pennsylvania
- Attorneys Ranked in Tax, Construction, Trust and Estates, Employee Benefits and Immigration CategoriesJune 22, 2017
- Stewart M. Weintraub, Kenneth I. Trujillo, Jennifer Weidler Karpchuk recognized among top lawyers in Pennsylvania
- Chamberlain Hrdlicka state and local tax (SALT) practice chair was the overall chair of the annual ABA/IPT Advanced Tax Seminars
- U.S. News & World Report recognizes Chamberlain Hrdlicka attorneys in practice areas of construction law, employee benefits, immigration law, tax litigation and controversy, and trusts and estates.
- Chamberlain Hrdlicka Tax and Estate Planning Attorneys Explain Exit Plans, Audit Strategies for CompaniesLawyers from the Philadelphia office of Chamberlain Hrdlicka presented at a seminar discussing strategies for attorneys and accountants who advise business ownersJanuary 2014
- J. Scot Kirkpatrick of Chamberlain Hrdlicka law firm weighs in on taxes and estate planning.November 2013
- August 2011
- October 2008
Seminars & Presentations
- Chamberlain Hrdlicka 42nd Annual Houston Tax and Business Planning Seminar - October 30, 2019 at the Norton Conference Center at City CentreOctober 30, 2019
- Opportunities v. Exchanges - Eenie, Meenie, Miney, Moe ...Cobb Galleria, 2 Galleria Parkway, Atlanta, GA 30339, July 10, 2019
- Navigating the Maze – Understanding the Most Recent Changes to the Tax Cut and Jobs ActCobb Galleria, 2 Galleria Parkway, April 23, 2019
- The Four Seasons Philadelphia, May 30, 2012
- The Daily Report, November 30, 2018
- Tax Blawg, July 10, 2019
- Tax Blawg, June 18, 2019