Information Regarding Firm Services, Fees, and Expenses

Estate Planning and Administration

Representation in estate planning matters range from simple non-tax dispositive planning through complex multi-generation planning for large estates with substantial business or other assets. Advanced lifetime management, federal estate and gift tax, generation skipping transfer tax, and dispositive planning integrates one or more general or limited family partnerships, revocable living trusts, and wills. Also included are other trusts customary to integrated planning, such as generation-skipping for children and other beneficiaries, irrevocable life insurance trusts, and special purpose trusts for a spouse or others. Revocable and Irrevocable Trusts, Durable Powers of Attorney, Directives to Physicians under the Texas Natural Death Act, Sibling and Family Agreements (see the Dallas Morning News article March 8, 2007), and other appropriate ancillary documents needed for lifetime planning are also negotiated and prepared.

The firm provides complete estate administration services, including probate, estate settlement and federal estate tax return preparation.

In addition to direct representation of clients, the firm is pleased to provide services in this area to other attorneys on an associate counsel or consulting basis.