William W. Horton

Wealth, Tax, Trust and Estate Planning

• Drafted trust and estate planning documents, including wills, revocable and irrevocable trusts, financial and medical durable powers of attorney, living wills, healthcare declarations, qualified spousal trusts, life insurance trusts, gift trusts, family trusts, dynasty trusts, qualified personal residence trusts, discretionary trusts, generation-skipping trusts and asset protection trusts.
• Designed and implemented prenuptial and postnuptial agreements.
• Counseled tax-exempt organizations on formation, compliance and administration.
• Assisted with the preparation of client tax returns for a broad range of federal and state tax matters, including income, gift, transfer and estate tax.

Business/Corporate Planning

• Guided entity formation and internal entity governance related to limited liability companies, corporations and partnerships.
• Developed and structured exit strategies that maximized client's goals and objectives.
• Helped clients devise effective and practical business succession plans.
• Prepared buy-sell agreements, family business plans, purchase and sale agreements, asset purchase agreements, stock purchase agreements, promissory notes and leveraged buyout plans.

Asset Protection Planning

• Advised clients on strategies for protecting assets from loss, risk and exposure – both during life and after death – using asset protection trusts, irrevocable trusts, limited liability companies, prenuptial and postnuptial agreements, and insurance planning, among others.