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Estate Planning

An Atlanta estate planning attorney at Bomar & Phipps can offer the guidance needed to manage your assets while alive, guide your family's decisions if you fall ill, and provide for the care of your family after you are gone.

The Atlanta law firm of Bomar & Phipps, LLC serves the entire Metro area. Our clients range from families with few assets needing a simple will to those with multi-million-dollar portfolios requiring complex dynasty trusts and advanced tax strategies. No matter their economic background, however, every client receives one-on-one attention and individualized solutions. Call 404.841.6561 to arrange a consultation with an Atlanta estate planning attorney.

Comprehensive Estate Planning

Our lawyers work closely with clients to identify goals, plan for contingencies and create a comprehensive estate plan that accounts for their unique wishes. This often includes:

  • A will dictating distribution of your assets
  • Durable powers of attorney to handle your financial affairs
  • Medical power of attorney
  • A health care directive (living will) regarding life support measures
  • Appointment of guardians for minor children

Wills and Trusts

Talk with an Atlanta estate planning attorney who can create a variety of instruments designed to bypass probate, set aside assets, minimize estate taxes and control how beneficiaries inherit:

  • Family limited partnerships to pass a family-owned business to the next generation
  • Special needs trusts for a disabled child or vulnerable adult
  • Charity trusts and charitable remainder trusts
  • Grantor retained annuity trusts
  • Irrevocable life insurance trusts
  • Revocable trusts
  • Spendthrift trusts to protect assets from creditors
  • Lifetime gift tax exclusion (spousal trust)
  • Medicaid/nursing home planning

Probate Court Matters

Our Atlanta Estate Lawyers offer the following probate law and probate court assistance:

  • Estate administration: Efficient settling of a family's member's estate, including the payment of debts, liquidation of assets, distribution to heirs and filing of tax returns.
  • Guardianship/conservatorship: Gaining court approval to take control of the finances and personal care of an incapacitated parent, or making arrangements for the future care of an underage child or disabled adult.
  • Probate litigation: Experienced representation in will contests and other disputes arising from probate or trust administration.

Calvin Bomar previously served as an attorney in the Wills, Trusts and Estates branch of the IRS Office of Chief Counsel. This experience offers a distinct advantage to clients with considerable assets.

Contact our Atlanta office to schedule a consultation with an Atlanta estate planning attorney about a will, trust or estate administration services.

Bomar & Phipps, LLC is a full service Atlanta, Georgia law firm that represents clients throughout Georgia and the Birmingham, Alabama metro area.  Contact us to speak with a former IRS Atlanta tax attorney, Atlanta business lawyer, and for your real estate and commercial litigation cases, IRS civil and criminal defense, estate planning or probate matters.

Business Litigation - Atlanta Tax Lawyer -  Atlanta Criminal Defense AttorneyAtlanta Probate Attorney - Atlanta Business LawyerAtlanta Bankruptcy Attorney - Atlanta Real Estate AttorneyIRS Whistleblower Reward  -Birmingham Alabama Tax Attorney

Bomar & Phipps, LLC | 5447 Roswell Road NE | Suite 100 | Atlanta, GA, 30342 | Phone: 404.841.6561 | Email Us | Get Directions

The Atlanta business attorneys and Atlanta tax attorneys of Bomar & Phipps, LLC offer counsel and legal representation for businesses and individuals in the Atlanta, Georgia area, including Peachtree Hills, Forest Park, Douglasville, Smyrna, Marietta, Kennesaw, Dunwoody, Roswell, Alpharetta, Tucker, Sandy Springs, Buckhead, Decatur, Lawrenceville and all communities of Fulton County, Cobb County, DeKalb County and Gwinnett County.