Information Regarding Firm Services, Fees, and Expenses

Estate Planning and Administration

Representation in estate planning matters range from simple planning through complex multi-generation planning for large estates with substantial business or other assets. We routinely work with clients to solve difficult planning problems and accomplish their goals with minimal inconvenience and expense to all involved.

Services provided routinely included:

• Simple Wills, Medical Powers of Attorney, and Durable Powers of Attorney for property
• Advanced lifetime management planning for those losing capacity
• Federal estate, gift, and generation skipping transfer tax planning
• Dispositive planning that integrates one or more general or limited family partnerships, revocable living trusts, irrevocable trusts, and wills

Tools also frequently used include 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, 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.