Estate Planning Attorneys

In the simplest of terms, estate planning is the process through which a person plans the transfer of his assets at death, and prevents the court from gaining jurisdiction over his affairs.

While a Last Will and Testament is a primary building block, a well conceived estate plan goes beyond directing what you want to happen to your real property, business and investments. Important estate planning tools utilize measures to minimize death taxes and administrative fees, address the care and education of minor children, as well as the handling of financial matters, and health care treatment in the event you became incapacitated.

Laying out the components of an estate plan designed to achieve your goals are frequently complicated, depending on the size of your estate and your wishes. A primary concern for large estates is tax reduction and preserving wealth to pass on to heirs and benefit charitable organizations.

To learn about the variety of legal options available to you, which may include charitable foundations or trusts, gifting or setting up a limited liability company, consulting an estate planning attorney is essential. An attorney who specializes in trusts and estates can provide legal advice and guidance, and assist you in devising a plan that complies with Texas State laws and protects your best interests.

At the Dallas Law Firm of Jordan Cresswell Monk Reber, PC, you will find highly competent attorneys most of whom are Board Certified in estate planning and probate. The firm represents individuals, business owners and families in Coppell, Frisco, Highland Park, South Lake, Park Cities, The Colony, Trophy Club TX and Cities Statewide. With more than 140 years of combined experience, our attorneys devote their legal work entirely to trusts, estates, business and tax planning, and trust and estate conflict resolution.

Probate

Probate is a court proceeding, which supervises the orderly and proper distribution of a decedent's assets to creditors, heirs and beneficiaries.

In addition to assisting clients form trust and estate plans, the attorneys at Jordan Cresswell Monk Reber, PC, handle estate administration and probate matters.

Our probate practice encompasses a broad range of legal services. Serving as counsel to executors of estates, many of which are subject to federal and state death taxes, our attorneys prepare federal and state death tax returns and defend the returns before taxing authorities.

Our probate attorneys work with executors' financial advisors, including CPAs, and stock transfer agents and trust officers in connection with fiduciary income tax returns, appraisals and asset transfers. Our firm also handles all other legal matter, which may arise in the administration of a decedent's estate.

For a consultation to discuss your estate planning or probate administration issues, call our office at (972) 392-1123 to schedule an appointment or you may Contact Us online.

 

Serving clients in Dallas, Coppell, Frisco, Highland Park, South Lake, Park Cities and Trophy Club TX and Cities Statewide