Wealth Preservation Planning

Our Wealth Preservation Planning lawyers focus on the preservation of private wealth for individuals and their related entities, both in and outside of the United States. We advise on preservation techniques that result in a lower incidence of US income and estate taxation and protect private wealth from third party claimants. For US clients, such techniques include the use of family limited partnerships, limited liability companies, hybrid tax entities, premarital and postmarital agreements, domestic asset protection trusts, spousal lifetime access trusts, grantor retained annuity trusts, charitable lead trusts, charitable remainder trusts, intentionally defective grantor trusts, perpetual trusts, charitable foundations, private annuities, irrevocable insurance trusts, and numerous other devices which are tailored to meet the specific goals and objectives of a client’s planning situation. For non US clients or multinational clients with family in the US, such techniques involve non US trusts, non US foundations and non US corporations, generally organized in a low or no tax jurisdiction.

Wealth Preservation Planning combines both testamentary and lifetime planning on a multi-generational basis, and for most clients involves a continual interactive relationship between our lawyers and the client and among other planning professionals such as accountants, insurance agents, corporate trustees, and financial planners.

Locations

Houston

9 Greenway Plaza, Ste. 1100
Houston, Texas 77046
Phone: 713.651.0111
Fax: 713.651.0220
Toll Free: 800.535.2701

Dallas

14755 Preston Road
Suite 600
Dallas, Texas 75254
Phone: 972.788.1600
Fax: 972.702.0662

Austin

901 South Mopac Expressway
Bldg. 1, Ste. 500
Austin, Texas 78746
Phone: 512.469.7987
Fax: 512.469.9408
Toll Free: 855.679.6763

 

San Antonio

1020 Northeast Loop 410, Ste. 800
San Antonio, Texas 78209
Phone: 210.224.7098
Fax: 210.212.5698
Toll Free: 800.862.5079

New Orleans

365 Canal Street, Ste. 800
New Orleans, Louisiana 70130
Phone: 504.299.3070
Fax: 504.299.3071
Toll Free: 888.435.8214

Cincinnati

PNC Center
201 E. 5th Street
Suite 1810
Cincinnati, OH 45202