Overview
Our attorneys are skilled at helping our clients accomplish sound financial arrangements for both their personal lives and business needs.
Almost every business transaction or personal decision, whether simple or complex, has potentially significant tax consequences. When advising clients on their business affairs and personal finances, Naman Howell offers sophisticated and personalized tax counseling for every aspect of federal, state, and local taxes.
We provide a full range of legal services when it comes to with estate planning, including:
- Federal and state death tax planning
- Wealth transfer planning, including for high net worth families
- Gift and joint ownership planning
- Business transition planning
- Asset protection and estate tax reduction
- Living trusts, wills, durable powers of attorney
- Insurance trusts
- Trusts for minors and persons with special needs
- Charitable gift planning and charitable trusts
- Marital property agreements (Pre-nuptial and marital agreements)
Estate Administration for Texas
We also have extensive experience in advising individual fiduciaries as well as trust departments of national and state banks. We advise these groups on ensuring compliance with federal and state laws and regulations governing the administration of estates and trusts. For more information, fill out our online contact form.
Our estate planning and probate lawyers provide a full range of estate administration services to clients, including:
- Preparing court documents required for the probate of the will and the appointment of personal representatives
- Preparing inventories of estate assets and liabilities, as well as notices and other related documents required by the court
- Reviewing and analyzing possible income and estate tax planning options
- Preparing required court accountings
- Counseling executors and trustees regarding their fiduciary duties
- Assisting with the marshalling of assets and payment of debts
- Assisting with the transfer of assets to the beneficiaries and the winding up of the estate
- Assisting with the funding of trusts created upon death or with the winding up of trusts that terminate on death
- Preparing and filing federal estate and Texas inheritance tax returns
- Defending the executor in will contests and in fiduciary litigation matters
- Representing estate beneficiaries in will contests and in fiduciary litigation matters
