G Pearson Smith Jr
Estate and Wealth Transfer Planning
* Business Succession Planing
* Estate Administration
* Estate Planning
* Guardianships and Commitments
* Probate and Trust Litigation

One of the most difficult, yet most important, decisions many people will make is how to pass on the fruits of personal and business success to the next generation. Our attorneys are sensitive to the interpersonal as well as the legal issues involved in these decisions.

There's a common misconception that only the wealthy need a will. Especially with today's complex relationships and blended families, a will is essential to ensure that wishes are carried out and to help avoid the expense and hassle of litigation. In addition, even people of moderate means can save significantly on estate taxes by planning ahead. Our estate planning and administration services include:
* Drawing of wills and trusts
* Implementing gifting strategies through the use of trusts and family entities
* Implementing charitable gifting strategies
* Administration of estates
* Handling will contests and similar litigation

We utilize sophisticated analytical and taxation software that helps us efficiently compare alternatives and weigh tax ramifications. Through our cutting-edge use of technology, we can help clients digest complex financial data and create planning models to assist in making good decisions. Especially with a family-owned business, succession planning is essential to avoid having to sell the operation to pay estate taxes, and to minimize disruption of operations.

With our experience, office automation, specialized software and trained legal assistants, we can be very cost-efficient. Estate and business succession planning is a small investment that can really pay off for heirs and successors.

Certified Estate Planning & Administration Specialist - Indiana State Bar Association

G Pearson Smith Jr
Bose McKinney & Evans LLP
111 Monument Circle #2700
Indianapolis IN 46204
Tel: 317 684-5118
Fax: 317 684-5173
E-mail: gpsmith@boselaw.com

Practice Group Emphasis
- Business Services
- Employee Benefits and Executive Compensation
- Estate Administration
- Estate Planning
- Estate and Wealth Transfer Planning
- Federal Estate and Gift Tax
- Financial Institutions

Pearson Smith is a partner in the Estate and Wealth Transfer Planning Group, the Business Services Group and the Financial Institutions Group. For more than 40 years, Mr. Smith has assisted clients and lectured in the areas of trusts and estates, wealth transfer planning, retirement plan distribution planning, private foundations, charitable planned giving, nonprofit organizations, employee benefits and executive compensation. He is certified as an Indiana Estate Planning and Administration Specialist by the Estate Planning and Administration Specialty Certification Board of Indiana. Mr. Smith is past chairperson of the Indianapolis Bar Association Section on Taxation. Mr. Smith is a fellow of the American College of Trust & Estate Counsel (ACTEC). He is a graduate of Yale Law School where he was on the Board of Editors of the Yale Law Journal. He joined Bose McKinney & Evans in 1964.
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