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.
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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.