Dallas Tax Planning Attorneys

While taxes are inevitable, planning ahead can often significantly reduce your tax bill, whether the taxes are personal, business or are those an estate pays when someone dies.

Advantages of Tax Planning

If the combined assets of your estate exceed $5,430,000 (the amount exempt from federal taxes as of January 1, 2015), tax planning is crucial to protect you and your family's financial security not only today, but also after your death.

Tax planning can benefit your estate in many ways, such as:

  • Transferring assets to your heirs without dilution of excess taxes
  • Transferring in accordance with your express wishes
  • Reducing or eliminating of taxes, administrative expenses and fees
  • Minimizing delays in the transfer of your estate
  • Ensuring liquidity of assets to cover death taxes, debts and expenses

Our Expertise

Located in Dallas, most of the attorneys at Jordan Monk Reber, PC are Board Certified in estate planning and combine many years of tax planning experience. Our attorneys are well-versed in tax minimization strategies and business succession planning; both are integral elements of a well-developed estate plan. Not only does business succession planning create a timeline for the transfer of financial assets and management responsibility, but also can help you identify asset transfer strategies to minimize tax liability.

When you turn to our law firm for counsel to develop an estate plan, you and your attorney will review the many tools and techniques available to minimize state and federal taxes, and take steps necessary to benefit you.

Tax Planning Tools

Examples of some legal tools that may serve to reduce the tax bite include, but are not limited to:

  • Family limited partnerships
  • Limited liability companies
  • Private annuity agreements
  • Marital agreements
  • Inter vivos trusts
    • Irrevocable life insurance trusts
    • Irrevocable "Dynasty" trusts for large gifts that maximize the generation skipping transfer tax exemption
    • Qualified personal residence trusts, grantor retained income trusts
    • Grantor retained annuity trusts
    • Grantor retained unitrusts
    • Charitable remainder trusts
    • Charitable lead trusts
    • Annual exclusion trusts, both for children and grandchildren
    • QTIP marital deduction trusts to equalize holdings between spouses for tax purposes

At Jordan Monk Reber, PC, our extensive experience and thorough understanding of Texas estate and tax law allows us to provide expert guidance in tax planning for businesses and estate plans. We offer legal services for individuals and companies of every size, including closely held family businesses.

Contact Us

There is no substitute for careful and timely tax planning. Call our law firm at (972) 392-1123, or Contact Us online, to arrange a consultation with one of our attorneys. Learn how we can help.


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