Certified Public Accountants1215 Herr Lane, Suite 210 - Louisville, KY 40222502-896-2999

Estate Planning

At Neikirk, Mahoney & Smith, our ability to assist in estate planning exceeds the typical breadth of service performed by other professional because three of our partners actively practice law in addition to fulfilling their roles with our firm. We feel that this provides us with a unique advantage over other accounting firms, as we are able to work in the same office as the drafting attorney to really customize each estate plan to meet the particular needs of each client.

We have the expertise to work within the entire gamut of estate planning vehicles, from the traditional married couple's inter vivos trusts or probate estates, to irrevocable life insurance trusts, qualified personal residence trusts, and family limited partnerships. We have worked with attorneys, charities, and clients in setting up charitable remainder trusts and implementing other charitable giving techniques. Additionally, we bring extensive experience and insight to the area of postmortem tax planning; from dealing with interrelated income tax / estate tax issues and elections, to analyzing the funding of various trusts. Please click on the links below for more information: 

Wills, Trusts, Power of Attorney Forms

Tax Minimization Strategies