Trusts and Taxation

Attention to Your Trust and Taxation Concerns

Creating an effective trust to determine the division of your assets can be an invaluable strategy for limiting your taxation concerns, allowing you to keep the maximum amount of your assets within your family. When creating an effective trust or addressing taxation issues, the assistance of an experienced lawyer can be a valuable tool for finding the maximum protection your family deserves.

At Jackson, Tullos, Rogers & Morgan, PLLC, our attorneys have offered experienced and knowledgeable trust and taxation representation to clients in the Hattiesburg, Mississippi, area since 1966. With your best interests in mind, our staff strives to understand your goals and needs before offering the information you need to make educated decisions on your family’s future.

To discuss your needs with one of our lawyers, contact our office online or call 601-620-0374 or toll free 888-630-8795.

Comprehensive Advice on Various Tax and trust Matters

Our staff has the knowledge and experience needed to offer guidance during the drafting of various trusts, including:

  • Revocable Trust
  • Irrevocable trust
  • Life Insurance Trust
  • Qualified Personal Residence Trust
  • Credit Shelter Trusts

Trusts allow you to direct the disposition of your assets while helping to limit the tax liability of your estate. An effective trust can also help your family avoid a probate proceeding following your passing, allowing them to focus on their emotional well being, not complicated legal matters.

Dedicated Taxation Assistance

At Jackson, Tullos, Rogers & Morgan, PLLC, we offer dedicated guidance on how to properly work within federal and state laws to limit your tax liability upon your passing, allowing you to keep more of your assets and money in your family. Our knowledge of tax laws and tax liability reducing strategies allows us to offer the comprehensive and informative advice you need to keep your hard earned money in your family.

Contact our office to schedule an appointment to discuss your trust and taxation concerns today.