Bill Smith, Firm Shareholder and a member of the Corporate & Tax and Private Client teams, concentrates his practice in the areas of estate planning, estate and trust administration, taxation, and corporate law.
 
We sat down with Bill to discuss his practice here at Jones Foster, as well as some current issues that may impact clients.
 
How do you describe your practice to non-attorneys?
I concentrate my practice in the areas of estate planning, estate and trust administration, taxation, and corporate law. I work with individual clients and families to transfer assets in preparation for the future, or to create documents that govern how assets will be transferred in the future. I work to minimize tax implications on their assets through the use of a variety of strategies, trust instruments, and exemptions. After a family member passes, I also work with executors and trustees to fulfill their responsibilities and preserve assets for beneficiaries.
 
Furthermore, I assist businesses, private foundations, and charities in matters that include business succession planning, transfers of business interests, LLC and S corporation creation, mergers, Treasury Regulation compliance, and more.

Click HERE to read the full Q&A.