Federal Estate Tax Planning Attorney in Texas
Most families are well aware of their diminishing potential for estate tax in 2010 when the estate tax was eliminated. However, it is expected to return in 2011 at the levels in place as of 2001, unless there are other changes.
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, contact McCulloch & Associates in Houston.
