Find Lawyers in Houston, Texas for Trusts and Estates
Lawrence M. Bass serves as the practice group leader in the firm's trusts and estates and employee benefit practice. Mr. Bass possesses more than 35 years of experience in counseling clients on a wide variety of matters including income, gift, estate and generation skipping transfer tax matters, material property rights, and business legal and tax matters. Mr. Bass focuses his practice primarily in the areas of estate planning and business planning for high net worth individuals including own...
Brett T. Berly is a Shareholder in the firm’s Trusts & Estates section and focuses his practice on the representation of high net-worth individuals and fiduciaries of trusts and estates with respect to estate planning, probate, estate and trust administration, closely-held business succession planning as well as probate and fiduciary litigation matters. As a cancer survivor, Brett brings a unique perspective to his practice, drawing on his personal experience to help structure plans...
Joy M. Eckelkamp’s practice focuses on Estate Planning, Elder Law, Probate, Guardianship, Trust Administration, and Special Needs, and Public Benefits Planning and Administration. She is a Certified Elder Law Attorney with the National Elder Law Foundation and has 21 years of experience in: Estate planning & probate and trust administration Initiating guardianships and representing guardians Advising on trust and estate issues Long-term care planning Disability planning including in...
M&A attorney with 46+ years of experience counseling clients in buying, selling, merging and dividing businesses, business taxation, and business planning. Practice includes structuring, negotiating, managing and documenting all types of mergers, acquisitions, dispositions, leveraged buyouts, management buyouts, family business planning, tax-free reorganizations, corporate divisions, acquisitions and dispositions involving ESOPs, private equity transactions, partnership and limited liabil...
Eileen is a former state trial judge who tries and appeals cases in state and federal courts for both plaintiffs and defendants. She brings a unique perspective to litigation problem-solving, having served during her career as an advocate, judge, arbitrator and mediator. Eileen also has the benefit of having sustained both substantial trial and appellate practices for 30 years. As a result, she not only knows how to try a case to win, but does so with an informed view of how to keep (or rever...
Sarah Patel Pacheco is a shareholder with Crain, Caton & James, P.C., where she limits her practice to estate, trust, guardianship and fiduciary litigaton and adiministration issues. She serves on the firm’s executive committee and was elected its President in 2008. She received her J.D. from Southern Methodist University, School of Law, and undergraduate degree in accounting from the University of Texas at Arlington. In 1998 she became Board Certified in Estate Planning and Probate Law b...
Julie is a Shareholder in the firm’s Trusts & Estates section. Her practice focuses on estate, gift, and generation-skipping tax planning as well as estate administration and related matters. She handles matters such as the preparation of Wills and powers of attorney; the preparation of trust agreements; the probate of Wills and estate administration; and the preparation of federal gift and estate tax returns. As the mother of two young children, Julie appreciates that estate planni...
Emily B. Taylor’s work is a client-focused practice which includes estate planning & administration, long-term care planning, guardianship, elder law, and probate services for executors, trustees, heirs, and beneficiaries. Through her efforts she is able to prepare clients for the future and simplify the legal and financial challenges their loved ones will face during their time of grieving. She has experience in: Estate planning & administration Disability planning including in...
Trusts and Estates Definition
How Can a Trusts and Estates Attorney Help You?
Trust and estate attorneys help clients plan for the efficient and effective transfer of assets to spouses, to younger generation family members, to other persons clients wish to benefit, and to charities. The practice involves the preparation of trust agreements, wills, powers of attorney, medical directives, and closely held business structures, including partnerships, limited liability companies, and corporations.
What are the Trusts and Estates Practices Focal Points?
When attorneys begin the planning process, they consider your objectives, your family relationships, charitable inclinations, and the relationship of federal and state estate tax, gift tax, and generation skipping transfer tax laws to these objectives. Attorneys then work with you and, in some cases, with other advisers to design the appropriate plan to meet your goals and objectives, prepare the necessary documents to carry out the desired plan, and assist with the implementation of your plan. In connection with family wealth planning, attorneys plan and draft trust agreements and wills, create various business entities, and carry out business reorganizations.
Trust and estate attorneys also handle the administration of estates. Attorneys confer with members of a decedent’s family on the various issues, including:
• Assistance to the executor with the preparation of the required probate documents and assist in valuation of estate assets
• Making insurance claims
• Preparation of final income tax returns and the estate’s income and federal and state estate tax returns
• Monitoring of the investment of the estate’s assets
• Arranging for the distribution of the estate’s net assets
• Throughout the administration of an estate, consideration is given to income tax savings through the timing of distributions and the timing and claiming of appropriate deductions.
In the trust administration area, attorneys advise and consult with corporate and individual trustees concerning the discharge of the trust’s terms and consult with beneficiaries concerning trust administration matters including the preparation of trust accounts.
Trust and Estate attorneys also assist clients in all phases of probate and trust litigation. This may involve construing or reforming the terms of a will or trust, prosecuting or defending a will contest action or surcharge actions against trustees.
What is a Trusts and Estates attorneys goal for its clients?
The goal of an trust and estate attorney is to assist clients to achieve their personal goals while obtaining the significant tax savings which may be available to them through proper planning. Attorneys in the practice spend a significant amount of time dealing with the federal estate, gift, and generation skipping tax issues involved in transfer planning.
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