Estate Tax Planning
Houston Estate Tax Planning Lawyers
As most families are aware, the federal estate tax was temporarily eliminated during 2010. However, it returned in 2011. The new rules are expected to expire in 2013 and during this short window there can be planning opportunities. It is important to seek out a skilled and experienced attorney to help you develop an estate plan that minimizes tax consequences for you and your family into the future.
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 Houston estate tax planning attorney at Weiner & McCulloch, PLLC.
Decades of Combined Tax Planning Experience
Attorneys Thomas W. McCulloch and Leonard Weiner are both certified public accountants (CPAs), and they each have decades of experience in federal estate tax planning. Their familiarity with the best ways to integrate tax planning with broader goals, including life care planning, can help you make the right choices about trust instruments such as:
- Revocable living trusts
- Irrevocable life insurance trusts
- Miller trusts
- Special needs 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, death of a loved one, or divorce. We can help you revise your estate plan to account for up-to-date estate tax laws and changes in your life.
Addressing Complicated Tax Planning Matters Effectively
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 your federal estate tax exposure to avoid unintended complications for your other estate planning objectives or goals.
Speak With a Greenway Estate Planning Attorney
Whether you need help understanding the tax implications of an irrevocable trust or a will, we can help you. 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 a Galleria estate plan lawyer at Weiner & McCulloch, PLLC in Houston. We represent clients in the Houston area, including Greenway and Galleria.
