Families, Trusts, & Estates

Recent Examples of Our Work with Family Clients

A family that owned 1,220 acres at an interchange along the Interstate 75 south corridor retained our firm to prepare an investment strategy. A key question was disposition timing and whether to actively market the property for sale. Demographic and development trends, land prices, and availability of competitive sites were investigated to help address this issue. Interviews with local and state economic development officials were also conducted to better understand the potential to attract a large user to the property. The property was recently sold in bulk at an attractive price.

family office retained our firm to evaluate 74 acres in Sandy Springs, Georgia. The property was one of the few remaining undeveloped tracts in Central Perimeter. Our role was to evaluate its highest and best use in order to formulate the optimal disposition strategy.

SunTrust Bank was co-executor for an estate property in Walton County, which consisted of a vacant funeral home and 47 acres of undeveloped land.  When we were retained, the property had been on the market for three years.  Our role was to provide an objective assessment of the ongoing disposition effort and to offer advice on how best to achieve the estate’s goals.

Haddow & Company was retained by U.S. Trust to address multiple issues related to a 270-acre tract in Dawson County, one of which was the property’s appraised value for estate tax purposes.  In addition, we evaluated the property’s highest and best use in order to formulate the optimal disposition strategy.

SunTrust Bank was the trustee for an estate property located in Milton, Georgia.  The property was improved with a soccer complex leased to the YMCA.  Our role was to evaluate the site’s highest and best use in order to advise the trustee about future options for the property.

Haddow & Company was retained by Alston & Bird, the executor of an estate property located in Dunwoody that was bordered on three sides by the Dunwoody Country Club. Our role was to help the heirs in determining the property’s best use and an appropriate asking price. We were subsequently retained to handle the property’s disposition, which was successfully consummated.

An estate owned a prime 27-acre tract of land in Sandy Springs, Georgia.  We were asked by the estate’s heirs to evaluate the property’s highest and best use.  Subsequently, we were retained to handle the property’s disposition.

A family owned two parcels located at the corner of Peachtree Street and Linden Avenue.  We were retained by SunTrust Bank, the executor of the estate, to evaluate the highest and best use of these two parcels in order to formulate the optimal investment strategy. We subsequently helped select a joint venture partner to develop the property, and the land has since been developed with The Reynolds, in partnership with Urban Realty Partners.

Alston & Bird was the executor of an estate that owned five parcels of land totaling 778 acres in Trigg County, Kentucky.  We were retained to evaluate the highest and best use of the properties and to offer advice on how best to achieve the estate’s goals.