I offer a full range of tax and estate planning, trust and estate administration, probate, corporate, and business legal services in Austin and the surrounding Central Texas area including wealth management and disposition strategies, asset protection, business succession planning, purchases and sales of businesses, entity selection and formation, and real estate and oil and gas transactions. My practice includes:
Estate Planning- SIMPLE WILLS
- COMPLEX WILLS (including tax savings trusts)
- REVOCABLE LIVING TRUSTS
- IRREVOCABLE TRUSTS (With spendthrift protection and including complex family trusts (with Crummey powers), minor's §2503(c) trusts, and life insurance trusts)
- DURABLE POWERS OF ATTORNEY (Statutory and Medical)
- DIRECTIVES TO PHYSICIANS (Living Wills)
- DESIGNATIONS OF GUARDIAN (Before need)
- HIPAA AUTHORIZATION FORMS
- PROBATE AND ESTATE AND TRUST ADMINISTRATION
- PARTITION AND OTHER MARITAL PROPERTY AGREEMENTS
- CHARITABLE GIVING (Charitable Trusts and Foundations)
Business and Tax Planning
- FORMATION OF CORPORATE ENTITIES (including Professional Associations and Corporations, Limited Liability Companies, and Non-profit Corporations)
- CORPORATE GOVERNANCE (including Annual and Special Meeting Minutes/Consents, Amendments of Certificate, Mergers including Plan and Agreement of Merger, and Dissolution and Liquidation including Plan of Liquidation)
- PARTNERSHIPS AND JOINT VENTURES (including General Partnership/Joint Venture Agreements, Registered Limited Liability Provisions and Application, and Limited Partnership Agreements and Certificates, including Family Limited Partnerships)
- BUSINESS AGREEMENTS (including Split-Dollar Agreements, Buy/Sell Agreements/Transactions, Deferred and other Compensation Agreements, and Other Contracts and Agreements, etc.)
- GENERAL TAX (including Planning, Consultation, Research/analysis, and Negotiation and Representation Before IRS and Texas Comptroller)
- LIKE-KIND REAL ESTATE AND OTHER ASSET EXCHANGES
Schedule of Fees 2024