Asset Protection Planning
- Family Limited Partnerships
- Partition Planning
- Homestead Exemption
- Gift Trusts
- IRAs
- Pension Plans
- Life Insurance Planning
- Pre/Post-Nuptial Planning
Business Planning
- Choices of Entity Analysis
- Business Succession Planning
- Shareholder Agreements
- Buy-Sell Agreements
- Partnership Agreements
- Professional Association Agreements
- LLC Regulations
- Bylaws
- Asset Sale and Purchase Agreements
- Stock Sale and Purchase Agreements
- Partnership Interest Sale and Purchase Agreements
- Employments Agreements
- Covenants Not to Compete
- Incentive Stock Option Plans
- Non-qualified Stock Option Plans
- General Business Contracts
- Split Dollar Life Insurance
Estate Planning
- Wills
- Powers of Attorney
- Living Wills
- Gift Trusts
- Revocable Living Trusts
- Estate, Gift, and Generation-Skipping Tax Reduction/Elimination
- Grantor Retained Annuity Trusts
- Grantor Retained Unitrusts
- Gift/Sale to Intentionally Defective Grantor Trusts
- Gifts of Limited Partnership Interests
- Qualified Personal Residence Trusts
Tax Planning
- Purchase of Real Estate in an IRA
- Elimination of Texas Franchise Tax
- Reduction of Tax on Sale of Business
- Installments Sales
- 1031 Tax Deferred Exchanges
- Compensation Planning
Tax Exempt Organizations
- Private Foundations
- Supporting Organizations
- Form 1023 Filings
- Form 990 Filings
Estate Administration/Probate
- Probate Court Matters
- Post-Mortem Tax Planning
- Estate Tax Return Preparation
- Trust Funding
- Disclaimers
Tax Controversy
- IRS Audit Representation
- Tax Court Representation
- IRS Collection Matters
- Innocent Spouse/Injured Spouse Claims