Tax and Estate Planning
Planning for the present and future
We can help you achieve the best possible estate plan
Our expert legal staff works closely with each client to provide estate solutions that apply to their specific needs.
With our ears finely tuned to our clients’ needs, our multi-layered process, and vast legal knowledge, we provide expert solutions across all estate matters, including planning for asset protection, medicaid, and taxation issues.
Among our clients are families hoping to structure their wealth transfer procedures, those concerned about the future, and those looking to minimize burden and complication for their children.
Our Services Include
Our attorneys solve tax issues for clients on the local,
state, federal, and international level. This includes tax application of the
formation, operation, and liquidation of business entities of all types.
Through qualified counsel and assistance, our clients work with trusts,
estates, individuals, partnerships, corporations, and companies with limited
liability in their entity formation, business transfers, acquisitions, mergers,
dispositions, and more related to domestic and international tax policies.
Estate planning and wealth transfer is an important component of our clients’ needs. We assist in every stage of this process in order to pass wealth and business rights over to succeeding generations with a minimal tax burden. This counsel applies to beginning families, families with significant wealth, and everyone in between. Our legal experts assist our clients in the formation of life insurance trusts, personal residence trusts, limited family partnerships, limited liability companies, charitable remainder trusts, generation-skipping trusts, grantor retained annuity trusts, and more.
Through the dispute resolution phase, we represent our
clients as they appear before courts and administrative agencies such as the
IRS, Tax Court, and local tax tribunals. This counsel relates to tax audits,
ruling requests, tax litigation, and administrative appeals. We can also assist
clients in claims over offshore account disclosures as they pertain to the IRS
Disclosure Counterparts and the Texas counterpart.