Practice Areas

 

Estate Planning and Probate

As a Certified Specialist in Estate Planning and Probate law, Billy regularly assists clients with the following:

  • Wills

  • Revocable living trusts

  • Probate avoidance planning

  • Estate, gift and generation skipping tax planning 

  • Charitable trusts and gift planning

  • Durable Powers of Attorney and Incapacity planning

  • Advance Directives for Health Care

  • Prenuptial agreements

  • Special needs trusts and planning

  • Asset protection planning

  • Business succession planning, including buy-sell agreements

  • 401(k) & IRA beneficiary designations and income tax planning

Billy assists probate clients in the following areas:

  • Informal estate administration

  • Trust administration

  • Trust modification

  • Trust decanting

  • Trust termination

  • Estate and gift tax return preparation

  • Estate and gift tax audits

  • Guardianships and conservatorships


Tax

Billy assists businesses with tax issues, including:

  • Entity Selection

  • Formation of corporations & LLCs

  • Buy-sell agreements

  • Tax-free reorganizations

  • S Corp recapitalizations

  • S election and other S Corporation issues

Billy regularly represents tax exempt organizations and assists them with the following: 

  • Incorporation

  • Application for recognition of tax exempt status

  • Formation of subsidiary and affiliated nonprofit and for-profit entities

  • Charitable gift policies

  • South Carolina Uniform Prudent Management of Institutional Funds Act (SCUPMIFA) Compliance

  • Court approval of change in use of donor restricted gifts through Equitable Deviation


Estate and Trust Litigation

Billy regularly represents estate and trust fiduciaries and beneficiaries in litigation, including:

  • Prosecuting and defending Personal Representative and Trustee removal actions

  • Prosecuting and defending actions for Fiduciary Accounting

  • Fiduciary Fee disputes

  • Will contests

  • Will and Trust construction cases

  • Creditor claims against estates and trusts

  • Valuation disputes

  • Prosecuting and defending Elective share claims

  • Contested guardianship and conservatorship actions

  • Disputes over title to estate assets