Our services include Estate and Tax Planning, Asset Protection Planning, Family Limited Partnerships, Business Planning, Probate and Estate Administration, Gift and Estate Tax Returns.
- Wills
- Revocable living trusts
- Life insurance trusts
- Investment trusts
- Supplemental needs trusts
- Tax planning and advice
- Probate
- Estate and trust administration
Estate and Tax Planning:
Lipman & Associates, P.C. offers a full range of estate planning, from the preparation of a simple Will to the planning of a multi-million dollar estate. The types of estate planning documents offered include: Wills, Codicils, Revocable Trusts, Irrevocable Trusts, Life Insurance Trusts, Charitable Trusts, Powers of Attorney, Living Wills, Health Care Powers of Attorney, and many other estate planning documents.
Asset Protection Planning:
Many options are available under Texas law to legally shield one’s assets from the claims of creditors. The techniques most commonly used include: Irrevocable Trusts, Family Limited Partnerships, Limited Liability Companies, Partition Agreements and Prenuptial Agreements.
Family Limited Partnerships:
Family Limited Partnerships provide a number of benefits. Among other things, they can consolidate management of assets, shield assets from creditor’s claims, and to facilitate the transfer of assets to children and grandchildren.
Business Planning:
Lipman & Associates, P.C. offers many business planning services, including the following: Buy/Sell Agreements, Split Dollar Agreements, Salary Continuation Agreements, creation of Corporations, General and Limited Partnerships, Limited Liability Companies, and Professional Corporations.
Probate and Estate Administration, Gift and Estate Tax Returns:
Lipman & Associates, P.C. offers a full range of probate services, including heirship proceedings, independent and dependent administrations, filing a Will as a muniment of title, preparation of the Federal estate tax return and preparation of the Texas inheritance tax return.
