Estate Planning

Our firm skillfully guides clients in arranging their affairs to preserve and protect family wealth and in accomplishing their lifetime goals so that a smooth transfer of their assets results after death. We use both simple and sophisticated estate-planning techniques to reduce the impact of federal and state transfer taxes on family assets. We use trusts, limited partnerships, and other entities to minimize estate taxes and expenses.

We advance our clients’ goals in planning with regard to closely held businesses, life insurance, and retirement benefits. We utilize family limited partnerships, life-insurance trusts, and other techniques such as generation-skipping trusts to pass property over several generations at reduced transfer-tax and other costs.

We work with businesses in arranging buy-sell agreements and in planning for management and ownership succession. Each estate plan or business plan is tailored to meet the individual needs of a client, and we have the ability to draft the documents necessary to implement those plans.

We are proud to have attorneys practicing in this area like Artie G. Giotes and C. Scott Omo who are both Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.

Practicing in this area:

Artie G. Giotes

C. Scott Omo

Rodney A. Chamness II

Jack Randall Page

Carlie C. Gause