Skilled Texas Lawyer Assists Clients with Estates and Wealth Transfers

Knowledgeable attorney advises clients in the Dallas area on tax planning and gifting

If your estate is large enough to trigger federal or state inheritance or estate taxes, the Monceaux Law Firm can help you reduce your exposure through prudent planning, including business succession strategies and wealth transfers to your heirs. I assist clients by structuring business transactions, planning their charitable giving, and advising on tax matters. My aim is to minimize the impact of gift taxes, estate taxes and generation-skipping transfer taxes. Through the strategic use of income- and asset-transfer devices, I work to help you take full advantage of all applicable tax credits, deductions, exemptions and elections. Serving clients and their families in the Dallas area and throughout Texas, I give careful thought and attention to each individual estate.

Trusted Texas attorney offers strategic tax advice

You should never make a decision about structuring or transferring assets without understanding the tax consequences involved. I provide tax advice to clients in regard to a wide range of issues. The Monceaux Law Firm counsels clients on matters related to:

• Federal estate taxes
• Federal gift taxes
• Alternate valuation elections
• Generation-skipping taxes
• Revocable, irrevocable, grantor and charitable trusts

Understanding the tax consequences of the financial decisions you make, especially those involving bequests and gifts, can help you preserve your wealth and pass it on to the people and charities of your choosing. It is also important that those who will be the recipients of assets are educated and ready to take on new roles and responsibilities as the family dynamic shifts. The Monceaux Law Firm offers sound counsel to estate owners and inheritors.

Seasoned professional counsels clients on transferring family assets

When it comes to transferring assets, I offer personalized legal advice based on your unique situation. Some of my clients want to ensure they can pass along their businesses to children and avoid personal liability. Other clients have large estates or considerable wealth they want to share in a way that avoids estate and wealth taxes. At the Monceaux Law Firm, I take the time to learn about your wishes for the future and strive to meet your needs. I can help with various wealth transfer options, which may include:

• Special needs trusts
• Family foundations
• Life insurance trusts
• Living trusts
• A/B trusts
• Charitable trusts
• Wills
• Generation-skipping trusts

Legal advice on transferring your assets can help ensure your wealth is distributed according to your wishes. I will work to resolve your estate and wealth transfer issues so that you can feel secure with the legacy you leave behind.

Contact a skilled Texas estate and gift tax planning lawyer

For sound advice on estate and gift tax planning and family wealth transfers in Texas, call the Monceaux Law Firm at 214-706-0852 or contact me online to schedule your consultation at my Dallas office.