Corpus Christi & San Antonio Estate Planning and Probate Law Firm

Wills & Trusts

Everyone benefits from having a thorough and well-drafted will that expresses last wishes and desired distribution of assets. Important components of a complete estate plan include durable powers of attorney, healthcare powers of attorney, and advance health directives to physicians and family members about life-saving or life support measures. A well-designed estate plan will protect your hard-earned assets and provide for your loved ones in case of death or incapacity and may minimize ultimate tax consequences.

In terms of trusts, the PRDG legal team can help you achieve the following goals:

• Multi-generational gifts
• Generation-skipping transfers
• Charitable trusts
• Grantor retained annuity trusts
• Revocable/living trusts
• Trusts for minor children or family members with special needs
• Guardianships
• Conservatorships

Tax Implications of Estate Plans

Effective estate planning includes elements of tax planning. Henry Amen, Charles W. Gordon, and David White have extensive experience in consulting with clients on choosing the most effective and beneficial estate plan. With the new addition of Blaine Floerke, the team will review and assist in structuring wills and trusts to eliminate or minimize federal estate taxes and gift taxes.

Comprehensive Tax Law Consulting

The firm’s practice extends to all areas of taxation, including:

• Entity formation
• Income tax, mergers & acquisitions, sales, & purchase transactions
• Oil, gas, & mineral operations
• Real estate transactions
• 1031 tax-free business exchanges
• Succession planning for family limited partnerships

Texas Probate Law

The probate of estates in Texas is not expensive but can be time-consuming or complicated when assets trigger federal taxes or the deceased passed away without a will in place. Porter, Rogers, Dahlman & Gordon, P.C., assist the executor or executrix in all probate administration tasks, including locating heirs and distributing assets, liquidating assets, and paying debts of the estate. We work with accountants to prepare federal estate and gift tax returns.

An independent administrator operates free of the probate court if the will is properly drafted. We also represent dependent administrators—cases, where there is no will or the will, does not meet all of the legal formalities under law. PRDG is experienced in probate litigation over will contests.