Probate is the legal process by which a deceased person’s estate is managed, debts are settled, and remaining assets are distributed to heirs and beneficiaries. This process is typically overseen by a Personal Representative and conducted under the jurisdiction of the probate court in the county where the decedent resided.
The probate process can be complex, time-consuming, and emotionally challenging for grieving families, especially when handling substantial estates. Taylor Law has extensive experience assisting Personal Representatives in administering estates, including those valued at over $10 million. Our attorneys manage both the intricate and routine aspects of probate, relieving loved ones of administrative burdens during a difficult time.
As with all matters we handle, Taylor Law integrates strategic tax planning to minimize transfer and income tax obligations, preserving the estate’s value. Many of these tax-saving strategies can be implemented proactively through a well-structured estate plan, ensuring a more efficient transition of assets.
We are incredibly grateful and blessed to have had David Taylor by our side.
After selling our primary business to private equity almost 20 years ago, on the recommendation of a friend, we reached out to David Taylor to develop and implement a comprehensive estate plan for the benefit our family and to ensure an orderly succession of other varied business interests. David braved the extreme elements, traveling through a significant snowstorm to meet us at our home. That day was the beginning of a true and treasured friendship and a strategic partnership that extends to this day.
Selling my company to a Private Equity firm was a pivotal moment in my life, and I quickly realized I needed an expert to protect my interests and maximize the transaction's value. David Taylor’s innovative approach and expert guidance not only saved me substantial income taxes but also put a sophisticated estate and asset protection plan in place for my family’s future. His strategic vision, responsiveness, and problem-solving skills have made him my most trusted advisor, giving me complete peace of mind for years to come.
I have known David and his associates for about 16 years. The firm has represented me in asset protection and estate planning. I have found them to be creative, precise and thorough. The firm takes an interest in their clients beyond the typical attorney/client relationship. I highly recommend them and their integrity is beyond reproach.
I have had the pleasure of working with David Taylor for the last few years and am honored to be able to provide him a professional recommendation.
Working with David Taylor at Taylor Law has been an absolute pleasure. Their deep expertise, hard work, and unwavering dedication have consistently delivered outstanding results. They approach every challenge with a level of talent and precision that instills confidence, making even the most complex tax matters feel manageable. I highly recommend their team to anyone looking for a skilled and reliable tax attorney.
Without question, David Taylor stands out as the most exceptional elite tax, estate, and asset protection attorney I have ever had the privilege of working with.
I have enjoyed getting to know David Taylor and his team. They are responsive, competent and good communicators. We have appreciated their professionalism and willingness to go the extra mile. Their expertise in complex cases has exceeded expectations.