Estate Planning & Trust Administration

Our Approach

Each person’s circumstances, values, and vision for the future are deeply individual—so every estate plan we create is as distinct as the client behind it. Drawing on decades of experience, we blend creative problem-solving with the efficiency our clients expect, bringing clarity to the complex.

At Harrison LLP, we enjoy long-term relationships with our clients and their families, serving as trusted advisors to help build, protect, and pass on wealth. Our areas of expertise include sophisticated tax planning and guiding the next generation to be stewards of the family legacy. We pride ourselves on our ability to develop bespoke estate plans through straightforward, practical advice.

Estate planning is a complex web encompassing the laws of estates, trusts, probate, taxation, real estate, securities, intellectual property, privacy, and asset protection. We navigate through the complexity to deliver simplicity and clarity. By marrying technical excellence with exceptional client service, we deliver more than just documents. We ensure your estate plan helps your values live on for generations to come.

Harrison LLP Named in 2025 edition of Best Law Firms®

The firm was recognized again in Trust & Estates Law and Tax Law, along with numerous other areas.

Chambers Global Guide 2025 Recognizes Dyke M. Arboneaux

This marks her 18th consecutive year in Chambers Global Guide as an Expert Based Abroad for Tax (USA).

Advising Families with Special Needs Beneficiaries

ACTEC Fellow and Atlanta Partner Kristen M. Lewis shares how this type of planning differs from traditional estate planning.

Chambers High Net Worth Guide 2025 Ranks 10 Partners

In addition to the firm’s Private Wealth Law practice rankings in Missouri, Georgia, Illinois, and Washington, D.C., ten partners were individually ranked.

Ethical Wills – Antidote to the Rich Fool

ACTEC Fellow and Washington, DC Partner Sarah Moore Johnson walks through considerations for creating an Ethical Will.

Will and Trust Planning/Drafting

Irrevocable Trust and Gift Planning for Complex Family Needs, Tax Planning, and Spousal Protection

Gift and Estate Tax Return Preparation

Probate Administration

Trust Administration

Postmortem Tax Strategies

International Estate and Trust Planning

We advise fiduciaries, international families, and family offices on the international aspects of U.S. tax matters and international asset structuring and succession planning, including:

Planning for U.S. beneficiaries of foreign trusts;
Planning for exposure to multiple tax jurisdictions;
Pre-immigration tax planning for foreign individuals who plan to become U.S. tax residents;
Expatriation from the United States;
FATCA reporting and CRS compliance matters; and
General international estate structuring and estate administration matters.

Family Legacy Planning & Stewardship

Special Needs Planning

We work to develop comprehensive, holistic estate and life-care planning that integrates traditional estate planning tools with the use of discretionary and special needs trusts, letters of intent, and future-care planning. We have the experience to:

Counsel families through the labyrinth of federal and state government benefits and design plans that preserve eligibility.;
Advise across the spectrum of trust and estate law, trust income tax issues and guardianships;
Collaborate with the family’s financial planner, insurance advisor, and introduce care-managers and professional trustees, when necessary, to ensure that the individual with a disability has a system of support and oversight beyond basic government benefits.