Attorney

Description of Services

An attorney is a person who has passed the bar exam in their state and is licensed to practice law in that state. Attorneys tend to specialize in certain areas of discipline. Those most involved with Kingdom Advisors tend to be proficient in the area of gift and estate planning. This would include areas such as income and estate tax planning, wealth transfer, and charitable planning. Below is a list of legal specialties as they relate to financial planning:

• Gift and Estate Tax Planning
• Business Succession Planning
• Charitable Planning
• Income Tax Planning
• Business Law
• Family Partnerships
• Corporate reorganizations

What to Expect from an Attorney doing Gift and Estate Tax Planning

Attorneys proficient in this arena will often follow a process that will include the following steps:

• Understand the client's goals and objectives. The lawyer should spend enough time with the client, not only to discover the mechanics of their assets, tax situation, wealth transfer, and charitable issues, but also to listen well enough to the client (or clients if a couple) to understand what are their God given goals and objectives.
• Develop the best strategy. The attorney (often in concert with other professionals that serve the client) will then help develop the best strategy for the client to accomplish their objectives.
• Properly Implement the Strategy. Once the strategy has been approved by the client, the attorney will set up the entities (be they trusts, family partnerships, foundations, supporting organizations, etc.) and draft the required documents to implement the strategy.

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CA, San Diego
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FL, Orlando
FL, Tampa (North)
FL, Tampa (Pinellas County)
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GA, Statesboro
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IN, Indianapolis
IN, West Lafayette
IL, Chicago
KY, Kentuckiana/Louisville
KY, Lexington
MI, Detroit
MI, Grand Rapids
MO, Kansas City
MN, Bemidji
MN, Minneapolis/St.Paul
NC, Asheville
NC, Charlotte
NC, Hickory
NC, Raleigh/Durham
NC, Winston-Salem
NJ, Ocean CIty Area
NM, Albuquerque
NV, Las Vegas
OH, Cleveland
OH, Columbus
OH, Toledo
OK, Tulsa
OK, Oklahoma City
OR, Portland
SC, Columbia
SC, Greenville
SC, Spartanburg
TN, Chattanooga
TN, Johnson City
TX, Dallas
TX, Houston
TX, Tyler
WA, Seattle
WA, Spokane

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