Estate Planning Saves Taxes and Protects Business and Family Assets
Proper estate planning protects assets, enables the orderly transfer of family and business interests, results in the reduction of U.S. transfer taxes (U.S. estate tax and U.S. gift tax) and eliminates or limits the expense and time of probate court.
At the Houston law office of Robert M. Mendell, Attorney at Law, P.C., we work closely with our clients to meet their specific and unique needs in the estate planning process. Robert M. Mendell is a Houston lawyer with more than 35 years of experience and is Board Certified in Tax Law by the Texas Board of Legal Specialization.
Robert M. Mendell, Attorney at Law, Board Certified in Tax Law
In addition to a thorough knowledge of Texas estate planning laws and options, attorney Robert M. Mendell is a CPA and a Board Certified Tax Lawyer. He brings an in-depth understanding of financial concerns and tax implications to all discussions of estate planning.
- Estate planning helps to ensure that your assets will be transferred according to your wishes.
- Transfer tax planning involves the reduction of U.S. estate tax and/or U.S. gift tax and usually entails a high level of analysis and implementation.
- A properly drafted will is an important part of your estate plan.
- Trusts can protect assets now and transfer them at the appropriate time.
- Life insurance trusts are used to avoid U.S. estate taxes on life insurance proceeds.
- Succession planning deals with the orderly sale or transition of a family business to identified successors (or types of successors), whether they be family members or unrelated third parties.
- Family limited partnerships (FLP) help protect business and investment assets from third party creditors, can provide for a substantial U.S. transfer tax reduction at death or during life, can protect family assets from failed marriages, and simplify family gifting of diverse assets.
At our law firm, our clients receive the personal attention and prompt service of a lawyer who has substantial experience and expertise in estate planning and tax law matters. Contact our office by e-mail or by calling 713-888-0700.