Manning, Fulton & Skinner, P.A.
Ansley develops and implements comprehensive estate and business succession plans that achieve the personal, financial, and charitable goals of individuals and families. She has transferred interests in family holding companies and operating businesses by maximizing use of the gift tax exemption through a technique known as a “sale to an intentionally defective grantor trust” or IDGT. This and other estate planning techniques utilize valuation discounting to pass assets and post-gift appreciation to the next generations without the imposition of the death tax. Estate planning services include the preparation of wills, revocable and irrevocable trusts, and financial and health care powers of attorney, but it is the advice related to trust funding, charitable planning, and asset protection planning that makes the estate planning representation complete. Ansley appreciates the importance of considering the beneficiary designation of non-probate assets such as insurance policies, qualified retirement plan, and IRA accounts, and jointly titled real property and bank accounts as part of an effective estate plan. Ansley has assisted corporate executives and individuals with the development and implementation of split dollar and private split dollar arrangements. Ansley works with mature families to consider the family wealth and asset protection opportunities for “dynasty” trust planning. Ansley helps young families prepare for the unimaginable loss of a parent or parents by ensuring minor children have trusts in place to preserve assets for educational expenses and for special needs planning. Ansley has organized and implemented private family foundations and worked with public charities to maximize family charitable giving for our community.