We are exceptionally qualified to serve the needs of entrepreneurs because we can coordinate personal and business finances in designing tax-minimizing estate plans that deal with the succession of business ownership, intellectual property, and other business issues in ways that benefit the family and the business.
We also assist in asset-protection planning by arranging access, control, management, and ownership of assets to preserve value for the family or business against the risk of claims by creditors.
We additionally offer a full range of estate planning and succession services, helping to structure our clients’ financial affairs to increase the legacy to their families by minimizing the taxes to be paid upon death.
We have helped hundreds of clients of various levels of wealth and degrees of estate complexity using a full spectrum of estate planning devices including:
- Charitable Giving
- Family Limited Partnerships
- Limited Liability Companies
- Marital Property Agreements
- Powers of Attorney
- Advance Directives
- Business Succession Plans
- Other ancillary documents related to wealth of various magnitudes and degrees of complexity.
Also, we handle all facets of estate and trust administration. As part of that process, we prepare and file federal estate and gift tax returns, advise and represent clients undergoing tax examinations, and guide the distribution of trust and estate assets. Our work includes the removal and appointment of executors and trustees and the representation of fiduciaries and beneficiaries in litigation.
Call for Your Free Consultation
We invite you to schedule a complimentary initial consultation with a Dallas estate planning lawyer at the Finley Law Group to discuss your needs. Whether your business succession goals involve maintaining family ownership, preventing damage to the business from the death of the principal owner or dissolving the company, we can develop a plan that effectuates your goals and achieves quality results. Contact us today at 972-581-2880 to schedule an initial consultation in our Highland Park office.