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Your Family is our Family®

ESTATES, WILLS & TRUSTS

We understand the importance of protecting your family, your assets, and your legacy through careful strategic planning. Our goal is to create a comprehensive and all-encompassing plan, ensure execution, and resolve any issues that may arise. We represent executors, administrators, trustees, and beneficiaries in all aspects of estate and trust administration.

Our goal is to create a comprehensive and all-encompassing plan for you and your loved ones. With your specific circumstances in mind, we prepare the necessary documents to protect and maximize your hard-earned assets, plan for incapacity with advanced directives, and even arrange for the succession of your business. If a trust is appropriate, our attorneys are equipped to assist in trust planning and administration for tax and charitable planning, probate avoidance, and special needs. In each case, we aim to help our clients manage complex legal issues in a manner that recognizes the emotional difficulty of the circumstances but firmly advocates for our client’s rights and interests. 

Our services include representation in:

  • Last Will & Testament
  • Lifetime and testamentary trust preparation
  • Lifetime and testamentary special needs trusts and pooled trusts
  • Advance directives
  • Powers of attorney for financial and healthcare
  • Other ancillary estate planning documents
  • Business & corporate succession planning
  • Charitable giving
  • Marital property issues
  • Advice regarding anatomical gifting
  • Tax planning
  • Guidance with selecting the appropriate fiduciaries
  • Living Trusts
  • Revocable and Irrevocable Trusts
  • Charitable Trusts
  • Special Needs Trust
  • Tax ByPass Trusts
  • Trust Modification
  • Court created 1301 and 142 trusts

We know that the death or incapacity of a loved one comes with administrative responsibility. Our services include representation of:

  • Trustees, both individual and corporate, in administering and terminating trusts after a triggering event
  • Executors and administrators in probate administrations in various Texas counties
  • Individuals seeking to declare heirship of a person who died instate
  • Individuals who need to pass title to assets after the death of a loved one without a court governed probate proceeding
  • Executors and administrators in dependent administrations
  • Survivors defending against Medicaid Estate Recovery Program Claims

We work with you to arrange family logistics and address potential financial burdens so you can focus on enjoying the life you’ve built. Let us give you peace of mind in knowing you or your loved ones are in good hands with our experienced team.

Our services include representation in:

  • Preparing Estate Planning documents to protect the assets of our clients and provide their trusted loved ones with the authority to care for them in their time of need.
  • Advice regarding special needs trusts, ABLE accounts, and other benefits planning-specific techniques
  • Preparing for immediate or future application for long-term care benefits with Texas Medicaid
  • Pursuit of long-term care benefits from Medicaid in nursing homes, assisted living communities, and personal residences
  • Protecting assets from Medicaid Estate Recovery Program and representing clients while pursuing withdrawals of claims from Medicaid Estate Recovery Program after the death of a benefits recipients that best suits your specific needs, whether saving money for a loved one, safeguarding assets in case of legal disputes, or ensuring that your assets are distributed to the right beneficiaries after you pass away. We can help you choose the most suitable option for you and your family, considering that different trusts have specific legal requirements.
  • Guardianship matters, including representing guardians or proposed guardians of people and estates
  • Representation of family members of a person under guardianship or proposed guardianship
  • Representation of spouses in community administrations
  • When traditional planning alternatives are no longer available, representing guardians in seeking guardianship over their loved ones.
  • Pre-planning for guardians of adults in case of future need
  • Pre-planning for guardians of children or adults with disabilities in case of future need
  • Representation of beneficiaries and trustees in court-created trusts