- GuardianshipLiving Trusts: A technique used in the conjunction with the overall estate plan that provides management of a person's assets during lifetime that can also help to avoid the need for a future guardianship and avoid the need for the probate of a person's estate.
- Mergers and AcquisitionsWe consult with many small to large closely-held businesses by providing assistance and guidance with business planning, business succession planning, mergers and acquisitions, purchase and sale transactions. We assist clients in all phases of business planning, including the entity selection, management, control and ownership issues, and business succession planning or termination, incorporating the effects of federal and state tax and business organization laws. Having estate planning and tax experience gives us unique insight and ability to counsel closely-held business owners on their asset protection and business planning needs in conjunction with their estate planning strategies and goals. Our services include the following...
- Limited Liability CompaniesLimited Liability Companies: A flexible business entity that provides pass-through income tax treatment and limited liability protection for its owners and can be used to operate and manage a variety of business activities.
- Employment ContractEmployment Contracts: The drafting and enforcement of agreements between employers and employees that set out the terms and conditions of employment, the rights of each party, including but not limited to covenants not to compete.
- Real Estate Transactions
- Estate PlanningEstate Planning: Comprehensive, coordinated planning of one's assets, taking into consideration gift taxes, estate taxes, generation-skipping taxes, business income taxes, and personal income taxes, and the overall desires of a person in the ultimate disposition of their assets, either during lifetime or at death, as well as creditor protection and asset preservation in the overall desires.
- WillsWe counsel clients on all phases of estate planning issues involving income, gift, estate and generation-skipping tax issues for individuals, families and closely-held businesses. We assist clients in all phases of estate planning, from the preparation of wills, revocable living trusts, durable powers of attorney, medical powers of attorney and living wills to the creation of generation-skipping trusts, life insurance trusts, charitable remainder trusts and other sophisticated planning vehicles, including estate planning techniques to assist clients in transferring wealth during lifetime and at death.
- TrustsWe also represent fiduciaries and beneficiaries in the administration and distribution of trusts and estates. We represent executors throughout the entire estate administration process, including the probate of wills, distribution of the estate, family settlement arrangements, the preparation of federal estate and state inheritance tax returns, and post-mortem planning.
- Power of AttorneyPowers of Attorney, Medical Powers of Attorney, and Directives to Physician: Basic documents to manage a person's assets, business affairs, health, and well being during lifetime.
- Probate
- Tax LawFranchise Tax Planning: Creation of new entities, structuring of old entities, and the conversion of certain entities, such as a corporation to a partnership in a manner that will allow the continued favorable federal income tax treatment while avoiding Texas franchise taxes.