The Estate Planning Group of Barrett McNagny LLP offers clients comprehensive estate planning services. Through personal attention and established relationships, our attorneys are able to provide clients with professional and efficient services enabling the client to accumulate wealth and plan for its orderly and tax-efficient transfer.

Practice Highlights

The attorneys of the Estate Planning Group work closely with a client to determine the client's objectives and individual desires regarding the transfer of their assets and assists in implementing the best plans to realize those goals. The Estate Planning Group uses sophisticated tax planning techniques utilizing devices such as Credit Shelter Trusts, Grantor Retained Annuity Trusts, Irrevocable Life Insurance Trusts, Qualified Personal Residence Trusts, and Family Limited Partnerships to minimize the client's estate tax liability and transfer the client's accumulated wealth to the beneficiaries whom the client has selected in a manner which the client desires. Our attorneys work closely with the client's individual professional advisors, financial consultants, accountants, and insurance providers to achieve these objectives.

The Estate Planning Group also provides valuable services in the administration of decedents' estates. Our attorneys frequently assist the personal representatives of estates in the administration of their duties as personal representatives or trustees, including providing advice regarding complex tax elections and preparing federal estate tax returns and Indiana inheritance tax returns.

Fiduciary Services

The attorneys of the Estate Planning Group provide valuable advisory services to bank trust departments and trust companies regarding a trustee's fiduciary duties. These services include interpretation of complex trust agreements and legal opinions regarding the distributions permitted thereunder.

Charitable Giving

Charitable giving can be an extremely useful tool in the area of estate planning. The attorneys of the Estate Planning Group offer experience in the area of charitable giving and assist clients in fulfilling their charitable objectives through the use of a variety of techniques including Charitable Remainder Trusts, Charitable Lead Trusts, and Private Foundations.

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The information contained in the Barrett McNagny LLP website is for informational purposes only and should not be considered legal advice on any subject matter. Furthermore, the information contained on our website may not reflect the most current legal developments. You should not act upon this information without consulting legal counsel.

Your transmission and receipt of information on the Barrett McNagny LLP website, or sending an e-mail to one of our attorneys or staff, will not create an attorney-client relationship between you and Barrett McNagny LLP. If you need legal advice and want to establish an attorney-client relationship with Barrett McNagny LLP, please contact one of our attorneys by telephone, email, or other means of communication, and allow the attorney to confirm that the firm does not represent other persons or entities involved in the matter and that the firm is willing to accept representation. Until such confirmation is provided by one of our attorneys, you should not transmit information to us that you consider confidential. If you do provide information to us, and no attorney-client relationship is established, the information will not be considered confidential or privileged, and our receipt of such information will not preclude us from representing another client in a matter adverse to you.

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An attorney-client relationship will NOT be formed merely by sending an email to Barrett McNagny, LLP or to any of its attorneys. Please do not send any information specific to your legal needs until you obtain approval from a Barrett McNagny, LLP attorney, as the content of such email will not be considered confidential or privileged. By sending us an email, you confirm your understanding of this notification. If you agree, you may use the e-mail links on this page to contact an attorney.