Estate Planning and Probate

Estate planning lawyers with your interests in mind

Planning your estate is necessary to ensure that your property is divided according to your wishes after your death.  Estate planning is a complicated process.  You must be sure that all your documents are legal and in proper order to minimize future confusion.  It is best to have an experienced estate planning and probate lawyer at your service to help you with the following elements:

  • Last will and testament
  • Joint ownership planning
  • Life insurance trusts
  • Grantor retained annuity trust
  • Estate, gift, and income tax planning
  • Retirement benefits
  • Business succession plans
  • Dynasty trusts
  • Private foundations and charities
  • Living trusts
  • Distribution from retirement plans
  • Planned charitable giving
  • Probate and trust proceedings representation
  • Asset protection planning
  • Estate tax reduction techniques 
  • Estate tax structures

When you hire Bateman & Bateman for your estate planning needs, you get the accounting background of our attorneys, who can help you minimize the taxes and fees you pay when distributing your property.

Wills and trusts

Wills and trusts function to ensure that your affairs are in order upon your death.  If you do not leave instructions for dividing your assets, Tennessee state laws decide for you.  Bateman & Bateman, PC helps you draft and affirm your will and designate the proper personal representative so your last wishes can be properly carried out.  In the event that you do not want a will, Bateman & Bateman lawyers can help you set up any of the following arrangements:

  • Power of attorney
  • Tenancy in common
  • Individual Retirement Account (IRA)
  • Revocable living trust/grantor trust
  • Transfer on Death (TOD) bank account
  • Payable on Death (POD) bank account
  • Joint tenancy with right of survivorship (JTROS)

Regardless of how much property you have, drafting a will and trust ensures that your assets are allocated properly.

Probate

Probate is the legal process that secures the appropriate division of your personal property.  In probate court, you can:

  • File and validate your will
  • Pay the decedent's taxes and debts
  • Formally divide the decedent's property

Bateman & Bateman, PC represents estates, beneficiaries, and other interested parties during the administration of estates.  Probate court often sees families contest their decedent's will.  In this case, trust the attorneys of Bateman & Bateman to provide an effective, civilized voice for your wishes in court.

Estate settlements

Settling estates can be stressful for those involved.  Trust the experience and civilized demeanor of our attorneys to guide your loved ones through these difficult but necessary times.  Bateman & Bateman lawyers attempt to compassionately resolve arguments that arise while protecting your rights and wishes.

Estate litigation

Bateman & Bateman, PC lawyers are adept at handling disputes that arise in probate, including will contests, claims of creditors, and applications for rights of spouses and children electing against a will. 

For your reference

Bateman & Bateman, PC offers this Estate Planning Guide, online now.

Count on us for opportunity

Our law firm's dedication to clients is unmatched. While located in Clarksville, TN, Bateman & Bateman, PC has handled cases throughout the State of Tennessee and, through association with other attorneys, in many other States and foreign countries. However, the Firm's main emphasis is on representing clients in Clarksville, Montgomery County, Tennessee and the surrounding area of northern Middle Tennessee including Cheatham, Dickson, Houston, Humphreys, and Robertson counties in Middle Tennessee.

For your convenience, the firm offers free on-site parking and accepts all major credit cards. For solutions to your legal problems Contact Bateman & Bateman, PC for your wills, probate, and estate planning needs.

 

Bateman & Bateman, P.C. is located in Clarksville, TN and serves clients in and around Saint Bethlehem, Clarksville, Cunningham, Palmyra, Southside, Woodlawn, Slayden, Cumberland Furnace, Chapmansboro, Vanleer, Charlotte, Indian Mound, Cumberland City, Ashland City, Adams, Cedar Hill, Big Rock, Pleasant View, Dickson, Cheatham County, Dickson County, Houston County, Montgomery County, Robertson County, Stewart County.

The determination of the need for legal services and the choice of a lawyer are extremely important decisions and should not be based solely upon advertisements, certification, specialization or self-proclaimed expertise. Certifications of specialization are available to Tennessee lawyers in all areas of practice relating to or included in the areas of Civil Trial, Criminal Trial, Business Bankruptcy, Consumer Bankruptcy, Creditor's Rights, Medical Malpractice, Legal Malpractice, Accounting Malpractice, Elder Law, Estate Planning and Family Law. Listing of related or included practice areas herein does not constitute or imply representation of certification of specialization. These disclosures are required by the Supreme Court of Tennessee.
Attorney Advertising. This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.

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