Blair & Potts draws on the broad experience of its attorneys in the areas of estate planning, trust and estate administration and taxation to meet the diverse needs of its clients, many of whom we have represented for generations.
We offer a full range of sophisticated estate planning techniques, all with an eye toward making optimal use of the gift, estate and generation-skipping exemptions provided for under the tax laws.
In addition, we work thoughtfully and efficiently in administering estates and ongoing trusts, including serving in a fiduciary capacity.
Regardless of the size or scope of the matter, we work closely with our clients and their advisors to guide them in a way that takes full advantage of the opportunities available, while never losing sight of the highly personal nature of the process.
Publications
2025 Client Alert
Best wishes for a happy and healthy start to 2025! This year promises to be an eventful year from a tax perspective.
Trust & Estates Advisory - January 2023
All of us at Blair & Potts wish you and your families health and happiness in 2023. January 4 marked the 30th anniversary of the date Arthur G. Potts, Jr. and Nancy E. Blair started the firm!
Trust & Estates Alert
There were several tax proposals in 2021 that, if enacted, would have reduced federal exemptions or reduced the efficacy of certain types of trusts.
