Estate Planning & Probate
Trusts and Estates
Our Trusts and Estates practice provides advice to individuals, families, and family offices, including basic and sophisticated estate planning, complex multigenerational wealth transfer, business succession planning, charitable planning, and trust and estate administration. Clients benefit from our ability to balance multigenerational family dynamics with efficient tax and succession planning.
Our estate planning expertise includes analysis of planning alternatives to ensure that our clients’ personal family goals and generational wealth transfers are cost-efficiently implemented utilizing the most tax effective structures. We integrate basic planning tools such as wills, revocable trusts, life insurance trusts, and advanced directives, with more sophisticated devices such as irrevocable trusts, intra-family loans and gifts, dynasty trusts, charitable trusts, and family limited partnerships and limited liability companies. In addition, we work closely with our clients’ family offices and other trusted advisers to help ensure the structure of our clients’ business and personal interests align with their short and long-term financial, tax, and personal estate planning objectives.
We counsel clients on charitable gift planning, including the creation of private foundations and public charities, charitable lead trusts, and charitable remainder trusts as vehicles for tax planning, the generational transfer of wealth, and as integral tools in meeting our clients’ philanthropic goals.
Estate Administration Matters
We bring a unique perspective to estate planning with our experience representing clients in both estate planning and the implementation of their plans after death including representing families before Probate Courts. Providing advice and representation to both individual and corporate fiduciaries, our lawyers have experience in every aspect of trust and estate administration from probate, to the preparation and filing of estate tax returns, through the handling of federal and state estate tax examinations.
Estate Planning for Protection from Nursing Home and Long Term Care Costs
We counsel clients to how to protect ones assets and provide for their loved ones. Nursing home expenses are around $6,000 per month in Texas. Please contact us to learn how to avoid losing your assets to nursing home costs and how to plan your long term care.