Areas of Practice
By taking the time to talk with prospective clients, new clients, and longstanding clients on an ongoing basis, we can offer customized legal solutions to fit each individual situation—not just a one size fits all package!
Plan Ahead Now to Avoid Problems Later
Probate and Estate Administration
- Distributions of Property from an Estate
- Appointment of Executor named in Will
- Letters Testamentary
- Letters of Administration
- Independent Estate Administration
- Dependent Estate Administration
- Determination of Heirship
- Small Estates Affidavits
- Affidavits of Heirship
- Intestate Estate Administration (dying without a Will)
- Probate of Holographic Will (a Will written entirely in the Decedent’s handwriting)
- Successor Executor or Successor Estate Administrator Appointments
- Estate Accountings
- Estate Beneficiary Distribution Agreements
- Compel Accounting by Executor or Administrator
- Removal of Executor or Administrator
Guardianship of the Person and/or the Estate
- Permanent Guardianships and Administration
- Emergency Temporary Guardianships
- Guardianship of Adult
- Guardianship of Minor Children
- Guardianship Management Trusts
- Appointment of Joint Guardians (Parents)
- Successor Guardian Administration
- Renewal of Letters of Guardianship
- Annual Accounting of the Ward’s Estate by Guardian
- Annual Report of the Ward/Person by Guardian
- Transfer of Guardianship into or out of Taylor County, Texas
- Request Court to Restore Ward’s Full or Partial Capacity
Wills, Powers of Attorney, and Estate Planning
- Wills
- Codicils (Changes to existing Will)
- Designation of Guardian for Minor Children
- Medical Powers of Attorney
- Durable or Financial Powers of Attorney
- Transfer of Digital Assets
- Living Will/ Directives to Physician
- HIPAA Releases
- Designation of Guardian in Case of Future Need for Yourself
- Designation of Agent to Control Disposition of your Remains
- Review and Consultation of Existing Estate Plans
Trusts and Trust Administration
- Revocable Living Trusts
- Special Needs Trusts
- Marital Trusts
- Testamentary Trusts
- Inter Vivos Trusts
- Irrevocable Trusts
- Charitable Trusts
- Amendments to Existing Trusts
- Succesor Trustees
- Trust Accountings
- Fiduciary Responsibilities of Trustee
- Representation of Trust Beneficiaries
Business Planning, Expansion, Growth and Sales
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Formation of Business Entities
- Corporations (both C Corporations & S Corporations)
- LLC (Limited Liability Companies)
- Series LLC
- PC (Professional Corporations)
- PLLC (Professional Limited Liability Company)
- Partnerships (General Partnerships and Limited Partnerships)
- Shareholder Management and Control
-
Transfer of Ownership Interests
- Buy–Sell Agreements
- Amendments to Bylaws/Articles of Incorporation
-
Sale or Purchase of Existing Business
- Change of Control Transactions
- Mergers and Acquisitions
- Succession Planning for the Future of your Business
- Family Business Operations and Transfers
- Bills of Sale
- Review and Consultation of Contracts and Business Documents
Tax Planning
- Individual Income Tax Planning
- Tax Planning for Trusts
- Estate and Gift Tax Planning
- Generation Skipping Tax Planning
- Tax Planning for Charitable Gifts
- Tax Planning for Busineses & Startups
- Choice of Entity
- Allocations and Distributions
- Sale of Business, Termination, Liquidation
- Mergers and Acquisitions
- Tax Planning for C Corporations
- Tax Planning for S Corporations
- Tax Planning for LLCs and Partnerships
- Tax Planning for Sole Proprietorships and Disregarded Entities
Real Estate and Property
- Property Transfers
- Property Partitions (Division of Property among Joint Owners)
- Clearing Title to Real Estate
- General Warranty Deeds
- Special Warranty Deeds
- Life Estates
- Enhanced Life Estate Deeds (a.k.a. Ladybird Deed)
- Generation Property Transfer Planning
- Deed of Trust
- Promissory Notes
- Inherited Property Issues
- Marital Property Interests
- Review of Real Estate Contracts (before signing contract for purchase or sale of property)
- Premarital Agreements
Parent Child Family Family Rleationships / Civil Appeals
Private interventions by grandparents, family members, or foster parents involving a child or children, in the care of the Texas Department of Family and Protective Services (DFPS) in legal court cases, often referred to as CPS cases.