ESTATE PLANNING, ESTATE SETTLEMENT & PROBATE,
BUSINESS FORMATION & SUCCESSION PLANNING
Terry L. Williams graduated summa cum laude from William Jewell College with a B.S. in Business Administration and was awarded a Juris Doctor (JD) from the University of Missouri - Kansas City Law School.
He received his CPA designation in 1981.
Mr. Williams is admitted to the practice of law in Missouri and Kansas, and he is a member of the Kansas City Estate Planning Society.
Terry Williams' career history includes public accounting, retirement plan/benefits consulting, and since 1989, the private practice of law.
For many years, he has been and continues to be the featured speaker for numerous public and private groups on topics concerned with estate planning, estate settlement, business entities, and retirement planning.
Terry Williams is joined in his practice by Stephanie A. Williams who holds a B.A. in Social Science from Florida Atlantic University and M.A. in Human Resources Management from Pepperdine University.
Stephanie has a career history which includes therapeutic counseling for a private clinic, Director of Human Resources, consultant, mediator, and now Co-Founder of ConciergeCare, Inc. In addition, Stephanie provides general administration and paralegal support for the law practice.
The Estate & Business Law Group, LLC places the highest value on client service, listening to the clients' needs and wants, responding in a timely fashion, and pricing the service on a flat fee basis whenever possible.
We are old fashioned in our approach to estate planning - everyone is unique and we recognize that. We do not force the client into a forms template but rather offer custom planning with timely turnaround and individual attention at competitive fees. We offer service for a fee -- we do not sell one-size-fits-all forms for a price.
The Estate & Business Law Group also maintains a network of other lawyers and professional advisors to best serve the needs of our clients.
Clients are referred to this practice by other clients, lawyers, accountants, banks, and other financial advisors.
Our mission is to assist individuals, families, professional practitioners, and business owners in planning comprehensively for disability and death, so that they may give what they have to whom they want the way they want and save every tax dollar, court cost, and professional fee possible.
Most estate and business planning matters are provided an initial complimentary consultation to determine issues, facts and direction of the representation, and fees are quoted at that time. If our services are engaged a portion of the fee is expected at that meeting.
All representations are set out in an engagement agreement.
It is not our practice to send out drafts of documents for estate plans based on revocable or irrevocable trusts but rather an in-office meeting is scheduled to review the documents prior to signing.
Execution of the documents will proceed once the client is satisfied that their planning needs are met. The balance of the fee is expected at this meeting. Funding assistance is provided for plans based on trusts. We offer complimentary estate plan reviews every 2 - 3 years for existing clients.
To ensure a comprehensive approach to planning, clients' advisors are encouraged to participate in the planning process to the extent desired by the client.
Estate planning is a process, not an event. In an environment where purveyors of "zoom" online forms and storefront "businesses" abound offering cheap and fast alternatives to qualified attorneys, there is no substitute for solid professional experience and legal analysis of your facts with specifically tailored advice, especially when placing the fruits of your lifetime's efforts, your family, and your wishes in an advisor's hands.
For the house bound, disabled, elderly, and those in nursing homes, we will schedule a premise visit as needed. We also will meet with estate and business clients at their business site or other professional advisor's office.
Revocable Living Trusts
Wills and Powers of Attorney
Family Limited Partnership
Charitable Planning with Trusts and Foundations
Asset Protection Planning
Special Needs Trusts
Self Settled d(4)(A) Trusts
Planning for Pets & Pet Trusts
Annual Estate Plan Reviews
Guardianship/Conservatorship KS & MO
Death Probate MO & KS
Family Settlement Agreements
Trust & Estate Administration
Estate Tax Preparation
S & C Corporation, Non-Profit, PC
Limited Liability Company
Business Succession Planning
Stock Purchase/Stock Redemption
Ongoing Business Representation
♦Named 2008 - 2014 FIVE STAR
Best in Client Satisfaction Wealth Manager
Source: KCB Magazine, KC Magazine
To schedule an initial consultation please call or email for a convenient time.
The Estate & Business Law Group, LLC
Terry L. Williams, Attorney
8080 Ward Parkway, Suite 360
Kansas City, MO 64114
Fax: 816 444-6615
The choice of a lawyer should not be based solely on advertisement.
Information on this web page is not intended to create or constitute an attorney-client relationship.
We do not provide legal advice by email or telephone -- please do not send confidential information to us by email or fax.
You should not act upon any information you see on this web page without seeking legal counsel.
If you wish to contact us regarding a specific legal matter please call to schedule an appointment. The attorney-client privilege will not apply until you become a client.
IRS CIRCULAR 230 DISCLOSURE:
Any Federal tax advice contained herein is not written to be used for, and the recipient and any subsequent reader cannot use such advice for, the purpose of avoiding any penalties asserted under the Internal Revenue Code. If the foregoing contains Federal tax advice and is distributed to a person other than the addressee, each additional and subsequent reader hereof is notified that such advice should be considered to have been written to support the promotion or marketing of the transaction or matter addressed herein. In that event, each such reader should seek advice from an independent tax advisor with respect to the transaction or matter addressed herein based on the reader's particular circumstances.
To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this communication (including any attachments) was not intended or written to be used, and cannot be used, (1) for the purpose of avoiding penalties under the Internal Revenue code or (2) promoting, marketing or recommending to another party any transaction or matter addressed herein.