Wills, Trusts and Estates
Martin Heller Potempa & Sheppard, LLC offers a broad scope of estate planning services. Regardless of the size of your estate, estate planning can help you plan for the future. By putting wills and trusts in place, you can ensure that your assets will be distributed according to your wishes. And if you become incapacitated, advance directives can help you address your health concerns and allow others to handle your affairs.
Martin Heller Potempa & Sheppard, LLC assists clients with:
- Trusts, including special needs trusts
- Health Care Powers of attorney, Medical Directives and Living Wills
- Durable Powers of Attorney for financial assistance
- Charitable Planning
- Tax planning
However, there is more to estate planning than the above listed services. We ensure that each client’s long-range plans are addressed with their unique needs in mind, whether those needs are simple or highly complex. Our careful attention to detail and broad legal experience make us one of Tennessee’s premier estate planning firms.
The estate planning attorneys at Martin can advise you in all of your estate planning needs, whether you are just beginning to build your estate or want to protect the wealth that you have amassed over a lifetime.
For instance, if you have minor children, estate planning can make sure that they are provided for, both personally and financially, upon your death or incapacity.
Many of Martin Heller Potempa & Sheppard, LLC clients desire to avoid probate when a family member dies and keep the estate plan, family wealth and estate planning documents private. Martin Heller Potempa & Sheppard, LLC attorneys are able to create estate plans that minimize or eliminate the need to probate a family member’s estate.
Martin Heller Potempa & Sheppard, LLC clients often also need assistance with the passing of a business from one generation to the next. As a closely held business can be the primary source of a family’s wealth, business succession planning is an important part of any business owner’s estate plan. Business succession planning can include the creation of voting and non-voting interest as a way of passing wealth to family members while directing who controls the business.
Trust, estate and tax laws are constantly changing. Martin Heller Potempa & Sheppard, LLC attorneys counsel clients with up-to-date advice in order to properly plan their estates and protect the assets they build over a lifetime. Martin Heller Potempa & Sheppard, LLC has proven experience in effectively and legally reducing exposure to gift, estate, and inheritance taxes. We provide advice on estate planning techniques that can be used not only upon death, but during your lifetime to enable wealth to pass to your intended beneficiaries in the most tax efficient manner possible.
Martin Heller Potempa & Sheppard’s attorneys are also experienced in same-sex estate planning.
Martin Heller Potempa & Sheppard, LLC serves clients throughout middle Tennessee and beyond. From Green Hills, Brentwood and Franklin, to Mt. Juliet, Hendersonville and Gallatin. Many client come from outside the Nashville area including Murfreesboro, Clarksville, Cookeville, Memphis, Knoxville, Chattanooga and points in between.
- Elder Law, Aging, and End of Life Issues
- Probate and Trust Litigation
- Estate Planning and Wealth Preservation
- Family Wealth Preservation
- Probate & Trust Administration
- Revocable and Irrevocable Trusts
- Business Succession Planning
- Will Contests
- Trust Contests
- Powers of Attorney and Living Wills
- Breach of Fiduciary Duty
- Undue Influence
- Lack of Testamentary Capacity
- Removal of Personal Representative
- Determination of Rightful Heirs
- Petitioning to Modify a Trust
- Requesting an Accounting of a Trust
- Letters of Administration
- Transactions or Sales Involving Trust Property
- Forfeiture/No-Contest Clauses
- Family Settlement Agreements
- Medicaid (TennCare) Planning
- Qualified Income Trusts (Miller Trusts)
- Succession Planning for Family Businesses
- Assets Excluded from Probate
- How to Avoid Probate
- Muniment of Title
- Estate Planning in Second Marriages
- Estate Planning with a Non-Citizen Spouse
- Special Needs Trusts
- Estate Planning for Pet Owners
- Estate Planning for Same-Sex Couples
- Medicaid Qualification Process
- Charitable Planning
- Family Asset Protection Trusts
- Veterans Asset Protection Trusts
- First-Party d4A Trusts
- First-Party d4C (Pooled) Trusts
- Third-Party Trusts
- Sole Benefit Trusts