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Ann A. Watkins


Ann A. Watkins leads in the firm’s Trusts & Estates and Tax Practice Group and has over 30 years of experience in the estate planning and estate administration areas. She offers sophisticated transfer tax planning techniques where needed, and compassion and understanding with regard to the personal aspects of estate planning.


Ms. Watkins works with Practice Groups throughout the firm in order to identify and address their estate planning needs and goals.


Some of the components of estate plans developed and implemented by Ms. Watkins include the following:

  • Tax Planning Wills
  • Advance Health Care Directives
  • Durable Powers of Attorney
  • Revocable Living Trusts
  • Irrevocable Life Insurance Trusts
  • Irrevocable Gifting Trusts
  • Generation Skipping Transfer Tax Planning
  • Family Limited Partnerships
  • Charitable Lead Trusts
  • Charitable Remainder Trusts
  • Qualified Personal Residence Trusts
  • Special Needs Trusts
  • Sales to Defective Grantor Trusts
  • Qualified Sub-Chapter S Trusts
  • Retirement Plan Trusts
  • Qualified Domestic Trusts


Ms. Watkins also offers legal assistance in the administration of decedents’ estates including post-mortem planning solutions to mitigate the consequences of poor planning. Estate administration services are offered on a case by case basis, consisting of as little or as much professional assistance as the decedent’s family and personal representatives need or desire. Estate administration services might include some or all of the following:

  • Petition to Probate Will (testate estate) or Petition for Letters of Administration (intestate estate)
  • Record-Keeping and Accounting
  • Disclaimers and Renunciations
  • Executor’s Deed of Assent
  • Petition for Year’s Support
  • Preparation and Filing of Estate Tax Returns and Fiduciary Income Tax Returns
  • Collection of Life Insurance Proceeds and Retirement Plan Benefits
  • Post-Mortem Tax Planning and Funding of Trusts
  • Petition for Discharge and closing the estate


Notable Client Highlights

Some of Ms. Watkins’ recent notable client highlights include:

    • Assisted several closely-held business owners in transitioning beneficial ownership of their businesses to younger generations in a tax-efficient manner, while retaining control.
    • Assisted in the settlement of multiple estates involving complex assets and family dynamics.



Professional & Community Involvement

    • Member, State Bar of Georgia
      • Fiduciary Law Section
    • Member, Cobb County Bar Association
      • Elder Law Section
    • Member and past President, Estate Planning Council of North Georgia
    • Board Member and Vice-Chairman, Tommy Nobis Foundation
    • Member, First Presbyterian Church, Marietta, Georgia



Recognitions

    • Georgia Trend 2013 "Legal Elite" list in the area of Taxes, Estates & Trusts
    • Martindale-Hubbell® AV Preeminent® Rating for 20+ consecutive years



Publications & Speaking Engagements

    • Ms. Watkins is a frequent speaker on basic estate planning concepts as well as sophisticated estate planning techniques, and has authored numerous magazine articles on these and related topics.