Will & Estate Planning
The estate planning attorneys at Smith, Gilliam, Williams & Miles provide personal, in-depth counseling to individuals and families for the transfer of property. Services range from developing a basic estate plan involving wills and revocable trusts to designing more sophisticated strategies for the transfer of family wealth to younger generations and charities. Our clients include individuals, families, nonprofit organizations, and corporate fiduciaries.
We customize estate plans to minimize taxes, maximize wealth transfers, and ensure the final distribution of the clients’ assets are following their wishes.
Also, our estate lawyers advise trustees, executors, and beneficiaries on matters such as the interpretation of document provisions, tax issues, and disagreements between beneficiaries and fiduciaries. We also assist clients with probate administration and post-death administration of living trusts.
Keith J. Whitaker
Keith J. Whitaker joined SGWM in 2007. His areas of practice include business transactions and corporate law, litigation, real estate transactions, and will and estate planning.
Bill Rhoads joined SGWM as an associate attorney in 2009 and was named as a member of the firm in 2016. His primary areas of practice include general estate planning, wills and trusts, business transactions, and providing tax advice for clients.
Kellie Sellers joined Smith, Gilliam, Williams & Miles as an associate attorney in 2020. Her areas of practice include general estate planning, wills and trusts, business transactions, tax law, and adoptions.
Hear What Our Clients Have to Say
“ In the past decade Bill has served as a valuable resource for my clients. He has a unique way of discussing the importance of Estate planning to where my clients are eager to provide the information and complete the process in a timely manner. What sets Bill apart is his genuine care of the people he works for and with. Not only will he always give you an honest opinion, he will go out of his way to make sure the estate planning process satisfies every need of the client. He breaks his complex job down into language that is understandable and relatable for clients in all different stages in life. I cannot say enough great things to describe the attorney and man he is. I would highly recommend him to anyone looking for an honest, fair and caring Estate attorney.
- Anonymous Financial Advisor ,
“ As a client, I proudly recommend Bill Rhoads. I trust him with all my legal matters. I have had the pleasure of working with Bill personally and professionally. I always recommend Bill to assist my clients. His down- to-earth, real-world approach always makes me feel comfortable that my legal matters are being handled competently and with care. Bill is always responsive. Always meticulous. Always willing to take the time to explain things. His legal acumen and insight have been instrumental in assisting me and my clients with our legal issues.
- Samuel Latimer, CPA, Rushton and Company, LLC