Angela E. Atkin

Ms. Atkin has extensive experience in all aspects of estate, probate, trust, and sophisticated transfer tax matters including:

PREPARATION OF ESTATE PLANNING DOCUMENTS

• Wills, revocable trusts, powers of attorney, and health care directives primarily for large estates

ESTATE REDUCTION and WEALTH TRANSFER TECHNIQUES

• Advice regarding federal gift tax, generation-skipping transfer tax and available planning techniques
• Preparation of gift tax returns

• Preparation and advice regarding irrevocable “dynasty” or “generation-skipping trusts,” irrevocable life insurance trusts (“ILITs”), grantor retained annuity trusts (“GRATs”), spousal lifetime access trusts (“SLATs”)

PRENUPTIAL AGREEMENTS

PROBATE and ESTATE ADMINISTRATION

• Local court proceedings to probate wills and appoint personal representatives
• Advising personal representatives regarding all aspects of estate administration including tax filings and distributions to beneficiaries
• Preparation of federal estate tax returns

TRUST ADMINISTRATION

• Advising trustees regarding all aspects of trust administration including tax filings, distributions to beneficiaries, trustee removal/replacement/succession issues
• Reformation of irrevocable trusts

Ms. Atkin was a certified public accountant and practiced at Grant Thornton, LLP prior to attending law school.