Our Services

Corporations

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Today, taxes are the number one expense for the average American. Unfortunately, in this fast paced world that we live in, not enough tax planning is being done to reduce taxes. The goal of every client should be to minimize taxes, to protect whatever wealth they accumulate during their lifetime (from lawsuits and creditors), and to eliminate the estate (death) tax upon their deaths. We will work with you to recommend and form a customized tax strategy plan. The goal is to minimize (personal & corporate) federal income taxes and to increase your after tax monies.

We will assist you in the following:

• Incorporation of your Family Business.

• Corporate Tax Planning & Strategies.

• Shareholder Buy-Sell Agreements funded with Life Insurance.

• Corporate Mergers, Reorganizations, and Dissolutions.

• Stock Purchase Agreements.

• Corporate Asset Purchase Agreements.

• Annual updating of Corporate Minute Book.

• Assistance in obtaining Working Capital Loans and other financing.

• Update or implement Employment Agreements, Lease Agreements, Medical Reimbursements Plans, Contracts, Retirement Plans, etc.

Asset Protection

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We will implement appropriate asset protection business structures (during the tax planning phase and not after the lawsuit is filed) to protect your assets, business & wealth from the reach of lawsuit creditors. The more wealth you accumulate the more you potentially risk in litigation. If the proper planning is done then you can do business in the form that best limits your personal liability, on a day to day basis.

We strongly believe in practicing Preventive Law to protect your family, and in this regard we sometimes recommend and implement:

• Limited Partnerships with Corporate General Partners

• Limited Liability Companies

• Marital Partition Agreements

• Annual Family Gifting Plans

• Life Insurance Planning

• Business and Professional Corporations

• Revocable And Irrevocable Trusts

• Deferred Compensation Plans

• Irrevocable Life Insurance Trusts

Estate Planning

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The last thing any of us want is to work hard all our lives only to have our hard earned assets go to the federal government, upon our death, rather than to our loved ones. Today, it is more important than ever to do proper estate planning in order to take advantage of the new estate tax laws that were recently enacted in order to effectively eliminate the Estate Tax.

We provide the following services for our clients:

• Last Will And Testaments

• Irrevocable Life Insurance Trusts

• Living Trusts

• Health Insurance Portability And Accountability Act Of 1996 (“HIPAA”) Release

• Durable Powers Of Attorney

• Medical Powers Of Attorney

• Directive To Physicians

• Grandchildren's Trusts

• Investment/education Trusts

• Burial Memorandums

“Leave your children an estate that is a blessing to them...”

Lottery Law

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If you are the holder of a winning lottery ticket, Congratulations! Your life is about to change and will never be the same. Our Law Office has had the privilege of representing some of the largest Lottery winners in the State of Texas. We have found that the Texas Lottery Commission is very courteous, professional and willing to assist you. We welcome the opportunity to do the utmost to represent and assist you in making all of the financial and tax decisions which you will be facing. We will handle your case with the utmost confidentiality so that your identity will not be released to the press until you are ready to release this information.

Unfortunately, we have also represented clients who have been victims of fraudulent lotteries. If you receive a prize letter or an email announcing that you are a lottery winner, we can also assist you to determine whether the alleged lottery is legitimate or fraudulent.

Other Services

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Real Estate/ Construction/ Financing

Our law firm is very actively involved in serving clients that want to sell or purchase real estate, organize real estate ventures, or construct office buildings, warehouses, shopping centers, and other commercial properties.

Probate/Inheritance

We provide a variety of probate services including probating Wills, Independent & Dependent Administrations, Determinations of Heirship, Muniments of Title, and Small Estate Affidavits. We also prepare and file Form 706 Estate Tax Returns for large estates that are required to file with the Internal Revenue Service.

Representation Before the I.R.S.

Our firm will be glad to represent you before the Internal Revenue Service to resolve tax problems, tax audits, to make Offers in Compromise, and to negotiate Installment Agreements.

If necessary, we will also litigate tax issues.

Non-Profit Organizations

Our law firm can assist you to plan, organize, and apply for Internal Revenue Code Section 501(c)(3) Tax Exempt recognition for Entities such as religious, educational, or sports organizations.

Your Business Team

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We can assemble your business team!

We believe that owning and operating a business is a Team Sport. Today, it takes a team to take care of your corporate, legal, tax, accounting, financial and insurance needs. Through the many years of practice, we have developed strong business relationships with many Certified Public Accountants, Bankers, Private Lenders, Realtors, Financial Consultants, and Life Insurance Firms that we can recommend and bring in as part of your Business Team. We have also developed strong business relationships with various General Contractors and Architects that can be instrumental in building your dream home, office building, warehouse, or investment rental commercial properties.