Estate Planning/Wealth Transfer

Henry & McCord provides sound and creative advice to individuals and families with respect to structuring and drafting their estate plans to meet their individual needs. Our attorneys guide clients through the complex set estate tax rules and regulations to develop estate plans that meet both their tax, non-tax and wealth distribution goals. In developing such plans, our attorneys will provide counsel on a wide range of issues including:

Preparation of Wills
Preparation of Powers of Attorney
Business succession planning including buy sell agreements
Retirement benefit planning
Beneficiary designation planning
Creation of estate planning entities (family limited partnerships and family limited liability companies)
Creation of irrevocable and revocable trusts
Structuring gifting programs
Charitable giving techniques
Advance health care plans and/or living wills

James H. Henry II | John R. LaBar

News and Publications (see all)

News

January 29-31, 2012

CLIFTON N. MILLER – Clifton N. Miller attended the 18th Annual Acquire or be Acquired Conference by Bank Director Magazine on January 29-31, 2012 in Phoenix, AZ. The Annual Acquire or be Acquired Conference sponsored by Bank Director Magazine is a three day seminar held each January for bank … Continue reading →

January 12, 2012

JAMES H. HENRY II – James H. Henry II has been asked to give an Estate Planning seminar to the employees of the University of Tennessee Space Institute, at the Institute on February 23, 2012. Mr. Henry has been asked by the University of Tennessee to give this seminar … Continue reading →

November 2011

JOHN R. LaBAR – John has been named a Mid-South Rising Star by Super Lawyers. John has been recognized by Super Lawyers in the areas of Business/Corporate, Real Estate and Employment Law. This designation recognizes attorneys who are 40 years old or younger, or have been in practice for … Continue reading →

Publications

February 20, 2012

CLIFTON N. MILLER – BANKS MAY BE LIABILE FOR ACCEPTING CHECKS MADE PAYABLE TO A PRINCIPAL THAT ARE DEPOSITED BY A FIDUCIARY INTO THE FIDUCIARY’S PERSONAL ACCOUNT. In West v. Regions Bank, 2011 WL 3059693 (July 26, 2011), the Tennessee Court of Appeals addresses the statutory immunity granted to banks … Continue reading →

January 1, 2012

CLIFTON N. MILLER – The impact of the RED FLAG CLARIFICATION ACT on the FAIR AND ACCURATE CREDIT TRANSACTIONS ACT The Fair and Accurate Credit Transactions Act of 2003 (“the FACT Act”) directed the Federal Trade Commission (“FTC”) to promulgate rules requiring creditors to implement programs to detect and respond … Continue reading →

October 17-23, 2011

JAMES H. HENRY II and JOHN R. LaBAR – Pursuant to H.R. 1499, accepted September 2008, Congress designated the third full week in October each year as National Estate Planning Awareness Week. According to recent studies, more than 120 million Americans do not have up to date estate plans to … Continue reading →