PRACTICE AREAS
ESTATE PLANNING
We work closely with our clients and their financial team to create a personalized plan for their estate that reinforces the legacy they wish to leave and minimizes gift, estate, and income taxes. First, we develop the specialized core of the estate plan—typically involving wills, revocable trusts, and related planning documents. Our services in this area include:
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Wills and Revocable Trusts – Often a flat fee arrangement in typical situations
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Designations of Guardians for Children or Incapacitated Adults
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Testamentary Trusts
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Life Insurance Trusts
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Family Limited Partnerships
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Gift Trusts (including Related Gift Tax Filings, as applicable)
INCAPACITY PLANNING
Having a plan to protect yourself, your assets, and your family in times of vulnerability is critically important. We help our clients put this plan in place to protect themselves, which is coordinated with the broader estate plan. Our services in this area generally include:
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Powers of Attorney
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Designations of Guardian
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Medical Directives / Living Wills
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Revocable Living Trusts
PROBATE, ESTATE & TRUST ADMINISTRATION
We help executors, trustees, and beneficiaries navigate the sometimes overwhelming and complicated process of concluding the affairs of a loved one. We pride ourselves on doing so with empathy and in educating our clients along the way so that they have confidence in a job well done. Probate, Estate & Trust Administration can include:
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Probate and Estate Administration
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Trust and Entity Implementation and Funding
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Trustee Succession
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Transfer of Assets – Outright and to Recipient Trusts
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Postmortem Estate and Tax Planning
BUSINESS PLANNING & TRANSACTIONS
We assist clients considering starting a business with entity selection, design, and implementation. For our clients with existing business interests, we find that one of their most important goals is maintaining control and business continuity while establishing a business succession plan to set up future generations for success. We assist our clients in crafting a plan that keeps the business running while achieving long-term goals. Our services in this area include:
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Entity Selection and Design
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Formation of Limited Liability Companies
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Formation of Corporations
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Formation of General, Limited, or Limited Liability Partnerships
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Formation of Professional Entities
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Buy-Sell Agreements
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Multi-entity Structures
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Stock Purchase Agreements
ASSET PROTECTION
For our clients with higher risk exposure, especially business owners or those with multiple properties, we provide special attention and guidance to protecting their assets in a litigious society. We work closely to understand our client’s unique situation and develop a plan to maximize asset protection. Asset Protection services can include:
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Maximizing Utilization of Exemptions Available Under Texas law
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Asset Separation and Entity Structuring
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Maximizing Assets Considered Exempt Under Texas Law
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Coordinating Business and Personal Planning Strategies