Wealth Preservation & Transfer Planning Newsletter – Q1 2018

Welcome to the Coats Rose Wealth Presentation & Transfer Planning Newsletter, a resource for timely legal analysis of issues affecting personal wealth, estates and financial preservation. Our Wealth Preservation and Wealth Transfer Planning attorneys assist clients in planning and protecting their futures through designing trust and estate planning and administration strategies that are responsive to our clients’ needs, whatever their financial status. This approach 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.
Included in this issue are articles that explore, “Should You DIY Your Will?” “Common Estate Planning Blunders to Avoid,” and “Discussing Estate Planning with Your Family.”
Read the newsletter in its entirety and learn more here.
About Coats Rose, P.C.
Coats Rose is a business transaction and litigation law firm based in Houston. For more than 30 years, the firm has leveraged its vast legal experience to fulfill clients’ needs in numerous transactions and controversies, spanning real estate law, affordable housing and community development, public finance, commercial litigation, construction/surety law, intellectual property, government relations, labor and employment law, mergers and acquisitions, securities law, tax, wealth planning and preservation, and health care. Coats Rose also has offices in Dallas, Austin, San Antonio, New Orleans and Cincinnati. Learn more at www.coatsrose.com.



9 Greenway Plaza, Ste. 1000
Houston, Texas 77046
Phone: 713.651.0111
Fax: 713.651.0220


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


Terrace 2
2700 Via Fortuna, Suite 350
Austin, Texas 78746
Phone: 512.469.7987
Fax: 512.469.9408

New Orleans

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


PNC Center
201 E. 5th Street, Suite 1810
Cincinnati, OH 45202
Phone: 513.830.0261
Fax: 513.672.0381