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Estate Planning, Tax & Probate

Graves Dougherty has a large Estate Planning, Probate & Tax group, which includes four attorneys Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.

Our Approach

The firm’s attorneys represent several generations of experience and have expertise in a variety of areas, enabling us to closely match their specialized knowledge with the specific needs of our clients.

Our attorneys are known for their responsiveness to clients, willingness to listen with care and concern, and ability to communicate complex legal and tax matters in a clear and logical manner. As a result, clients feel at ease in dealing with Graves Dougherty’s attorneys on issues of considerable personal and financial importance.

Estate Planning, Probate & Tax experience

  • Assisting clients with protecting or preserving family wealth through asset protection techniques
  • Federal gift, tax and estate planning, including the preparation of wills and trusts
  • Complex guardianship and probate administration
  • Marital property planning and the preparation of prenuptial and postnuptial agreements
  • Planning for incapacity through the use of appropriate trusts, powers of attorney and advanced medical directives
  • Planning with family limited partnerships, limited liability companies and various gift, sale and loan transactions
  • Guardianship and probate litigation
  • Representation of fiduciaries, including guardianships, executors and trustees

GDHM ESTATE PLANNING, TAX & PROBATE FOCUS AREAS

  • Asset Protection
  • Business Succession Planning
  • Charitable Planning
  • Employee Benefit Plans
  • Estate Administration
  • Family Limited Partnerships
  • Fiduciary Representation
  • Generation-Skipping Transfer Tax Planning
  • Guardianship
  • International Estate Planning
  • Life Insurance Planning
  • Living Trust
  • Living Wills
  • Probate Administration
  • Probate Litigation
  • Tax Planning
  • Wills
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