Estate design
The foundational plan. Wills, revocable trusts, powers of attorney, advance directives. Drafted to Texas law and to the family’s actual tempo.
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Three buckets. Eight services.
The practice is bounded. What we do, we do carefully and frequently enough to be competent at it. What we do not do, we decline and refer.
Bucket
Estate design
The foundational plan: who decides, who inherits, who is protected if capacity fails. Drafted to Texas law, structured to survive the family’s actual life.
Bucket
Wealth transfer
Technical vehicles that move appreciated assets out of the taxable estate with control intact. Used selectively — not every family needs them, and we will say so if yours does not.
Wealth transfer
Irrevocable vehicles for moving appreciated assets out of the taxable estate while retaining control. Used selectively.
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Post-death & fiduciary
What happens after. Probate, trust administration, and representation of executors and trustees against claims, accountings, and the ordinary complexities of settling an estate.
Post-death & fiduciary
Texas probate, trust administration, and representation of executors and trustees. The practical work of actually settling an estate.
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