Estate Planning & Wealth Transfer

Our attorneys educate clients about sophisticated estate planning matters, and assist them in formulating plans to achieve their objectives with minimum tax liability.  Members of the practice group are able to provide a full range of services in connection with the preservation and transfer of assets to families and other beneficiaries.  In our estate planning practice, we advise individuals and prepare all types of instruments implementing lifetime giving and testamentary dispositions. 

Our goal is to create comprehensive estate plans that achieve our clients’ personal desires in the most tax efficient manner, while tailoring each plan to the needs of the individual client: from traditional wills and trusts for taxable and nontaxable estates, to more sophisticated planning including the formation and implementation of business succession plans, dynasty trusts, educational vehicles for future generations, various gifting strategies, charitable trusts, and private foundations.  In addition, our team advises multinational families with respect to various international estate planning and administration matters to ensure compliance with US tax laws and minimize US taxation.

Representative Service

Our attorneys at FizerBeck have years of experience in all phases of wealth transfer planning, including the following services in this practice area:

  • Personal estate tax planning and advice
  • Wills and trusts
  • Management (living) trusts
  • Bypass trusts
  • Gift trusts
  • Grantor trusts
  • Generation skipping trusts
  • Life insurance trusts
  • Grantor retained annuity trusts (GRATs)
  • Qualified personal residence trusts (QPRTs)
  • Judicial modification of trusts
  • Decanting and Merger of trusts
  • Family limited partnerships (FLPs)
  • Asset protection planning
  • Planning for disability and incapacity
  • Qualified benefit plan and IRA tax planning
  • Texas Probate and estate administration
  • Disclaimers
  • Estate and gift tax returns
  • Post-mortem estate and tax planning
  • IRS and related controversies
  • Financial powers of attorney
  • Medical powers of attorney
  • Living wills
  • HIPAA powers of attorney