Basic Estate Planning (Simple Wills)
Revocable Living Trust Planning
Elder Law--Asset and Benefit Protection
Estate Probate and Guardianship
BASIC ESTATE PLANNING (SIMPLE WILL)
Basic planning customized to each client which can result in some or all of the following documents--Wills; Durable Powers of Attorney; Medical Powers of Attorney; Advanced Directive to Physicians; Declaration of Guardian; Anatomical Gift Form. top of page
Basic Estate Planning with the addition of Credit Shelter and Bypass Trusts in Wills. top of page
REVOCABLE LIVING TRUST PLANNING
Basic Estate Planning with the addition of a Revocable Living Trust including, as required, Credit Shelter and Bypass Trusts, QTIP and reverse QTIP Trust; Generation Skipping Transfer Tax planning for children and grandchildren; bloodline protection; Affidavit of Trust. top of page
ELDER LAW--ASSET AND BENEFIT PROTECTION
Customized planning designed to protect assets from loss to nursing home costs through strategies of protection. Various tools are employed in this planning as necessitated by the circumstances. top of page
ESTATE PROBATE AND ADMINISTRATION
Assisting clients who have not planned for probate avoidance through the intricacies of the Texas probate process at death and through administration of their estates and trusts for the benefit of their loved ones. top of page
Assisting clients in the important process of transferring assets into trust. Some or all of the following documents may be used: Assignment of Personal Property; Real Estate Deeds; Mineral Deeds or Assignments; Instructions for Funding; Receipt, etc. top of page
Advanced planning employing: Insurance Trusts; Gifting Trusts; Special-purpose Trusts; Legacy Trusts for IRAs and Retirement Plans, etc. top of page
Customized planning designed to reduce the liability of clients and protect their assets from the encroachment of claims of inadvertent creditors arising from such things as tort claims, malicious lawsuits, accidents, etc. Various tools are employed in this planning as necessitated by the circumstances. top of page
For further help with Comprehensive Estate Planning Terminology click The Alphabet Soup of Comprehensive Estate Planning
Not certified by Texas State Board of Legal Specialization