Estate Planning

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Estate Planning

We prepare estate plans for our clients which minimize estate, inheritance taxes, gift taxes, and generation skipping taxes, while fulfilling their desire to preserve and transfer their wealth to family members and charities. We counsel clients regarding lifetime gifting programs to reduce gift taxes and estate taxes. We advise farm and ranch owners in planning to cover property values for estate tax purposes or to defer estate taxes. We prepare living trusts in appropriate situations for clients who wish to avoid probate, protect assets from creditors, provide for asset management for clients of reducing capacity in lieu of a guardianship and for minimization of estate taxes.
 
We assist clients in forming family limited partnerships as a tax-savings strategy.
 
We work with insurance agents and their clients to create life insurance trusts to assure the exclusion of the policy proceeds from the client and estate for estate tax purposes.
 
We prepare, review, and negotiate premarital and post-nuptial agreements.
 
We also prepare general Powers of attorney and Health Care Powers of attorney to provide for the management of clients' finances and for authority to make health care decisions without the expense of a guardianship in the event of incapacity.

 

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8401 N Central Expwy, Ste 210, Dallas, TX 75225-4404 | 214.691.3411 office | 214.691.3454 fax
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