CONTACT: 770-422-1776

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Megan Richards Flores

Megan Richards Flores is a member of Gregory Doyle’s Trust & Estates and Tax and Business Transactions and Corporate Law practices, having joined the firm in 2014.

With over a decade of experience, Ms. Flores provides comprehensive legal counsel on tax, estate planning and estate administration matters to individuals and families, as well as privately held businesses. Ms. Flores also works with other attorneys in the firm’s Business Transactions and Corporate Law practice to design and implement tax-efficient business and investment structures, growth-promoting non-qualified executive compensation plans, and tax strategies to facilitate transactions such as mergers and acquisitions. Ms. Flores is exceptionally strong in creative problem solving and bringing complex tax and estate planning and administration issues to a successful resolution.

Some of the components of estate plans developed and implemented by Ms. Flores 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, and Qualified Domestic Trusts.

Ms. Flores 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 including 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, and Petition for Discharge and closing the estate.

 

NOTABLE CLIENT HIGHLIGHTS
Some of Ms. Flores’ recent notable client highlights include:

  • Assisting with pre-sale tax restructuring of $18 million medical & health consulting and testing services business.
  • Modifying multi-generational trusts under recently enacted Georgia trust law to achieve client objectives.
  • Identifying and resolving oversight in administration of estate that could have resulted in millions of dollars of generation-skipping transfer tax liability.
  • Representing agricultural company in design, drafting and implementation of highly customized nonqualified deferred compensation plan for key employees.
  • Assisting with reorganization of existing operating business to achieve optimal tax planning structure in light of business plan and owner cash flow needs.

 

PROFESSIONAL & COMMUNITY INVOLVEMENT

  • Current Member & Board Member, Past President (2015-2017), Estate Planning Council of North Georgia
  • Member, State Bar of Georgia
    • Fiduciary Law Section
  • Member, Cobb County Bar Association
  • Member, The Junior League of Atlanta, Inc.

 

RECOGNITIONS

  • Georgia Trend “Legal Elite” list in the area of Taxes, Estates & Trusts (2012-2015)
  • Georgia Super Lawyers “Rising Star” for Estate Planning & Probate (2011, 2013-2017)

Megan Richards Flores

Associate

49 Atlanta Street
Marietta, GA 30060
T: 770-422-1776
F: 770-426-6155
mflores@gregorydoylefirm.com

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PRACTICE AREAS

  • Trusts & Estates
  • Tax
  • Business Transactions & Corporate Law

INDUSTRIES SERVED

  • Closely-Held & Family-Owned Businesses

BAR & COURT ADMISSIONS

  • Georgia
  • California

OTHER EXPERIENCES

  • Smith, Gambrell & Russell, LLP
  • Menden Freiman, LLP
  • Jeffer, Mangels, Butler & Mitchell LLP

EDUCATION

  • L.L.M., Taxation, University of San Diego, School of Law
  • J.D., Magna Cum Laude, Moot Court Board, Order of the Coif, Tulane University Law School
  • B.A., Magna Cum Laude, California State University