Estate Tax Planning

Federal Estate Tax Planning Attorney in Texas

Most families are well aware of their diminishing potential for estate tax liability as each year passes toward 2010. In 2010, the estate tax will be eliminated. It's easy to forget, however, that unless Congress acts between now and then to preserve the partial or total elimination of the federal estate tax, it will return in 2011 at the levels in place as of 2001.

To learn more about your estate tax planning options, or if you need to review an older estate plan to see if it still serves your purposes, contact a lawyer at McCulloch & Associates in Houston.

More Than 30 Years of Tax Planning Experience

Thomas W. McCulloch is a certified public accountant as well as an attorney with decades of experience in federal estate tax planning. His familiarity with the best ways to integrate tax planning with broader goals, including life care planning can help you make the right choices from trust instruments such as:

• Revocable living trusts
• Irrevocable life insurance trusts
• Charitable remainder trusts
• Credit shelter trusts or other bypass trust devices

An existing estate plan should be reviewed every three years or upon the occurrence of a major life event, such as retirement, the birth of a grandchild, or divorce.

Effectively Handling Complicated Tax Planning Matters

We can advise you about special estate planning problems such as family business succession planning, the sale of a family business, or the characterization of community property as separate in prenuptial or postnuptial agreements. We can also strategize so that your chosen solutions to possible federal estate tax exposure do not create unintended complications for your other estate planning or other objectives.

To learn more about the scope of our experience and client service in estate planning for families who face the possibility of federal estate tax liability, either today or after 2010, contact McCulloch & Associates in Houston.