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Estate Planning
BUSINESS PLANNING | POWERS OF ATTORNEY | PROBATE & ESTATE WILLS & TRUST
Business Succession Planning
Most business owners know everything about their businesses. Regardless of how many employees they have, they are often the only ones who know every detail about every facet of the business. Although that can work well when you’re running the business, what would happen to your business if something happened to you?
Just like you know all the complicated details of your business, a good succession plan should account for every detail. We can work with you to create a business plan that takes every detail into account, including your clients’ concerns and wishes, family and business dynamics, and the tax consequences of any decisions. We help clients navigate potential obstacles associated with business succession plans, including exit strategies, business restructuring and buy-sell agreements.
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Powers of Attorney
If you are concerned that an elderly family member may become incapable of making sound decisions, establishing a power of attorney can help ensure you are able to enforce your loved one’s wishes.
We help families throughout San Antonio use estate planning tools — such as powers of attorney — to protect their loved ones. Options for powers of attorney include:
Durable Powers of Attorney
When durable powers of attorney are created, it allows another person to make medical decisions on your behalf. A power of attorney can help ensure your preferences for medical treatment or end-of-life care are followed.
Medical Directives
Also called a living will, medical directives explain what type of life-sustaining care you would like used to keep you alive. Treatment options that should be discussed with family members and care providers can include resuscitation, mechanical ventilation, tube feeding, dialysis, and organ and tissue donations.
Probate & Estate Administration
Few things are more devastating than the loss of a loved one. However, as you are working through the loss of a loved one, you may also be expected to move his or her estate through probate or the estate administration process.
Whether you are probating an estate (which is done when there is a will) or administering the estate (which is done when there is no will), working with an experienced lawyer can help ensure you meet all deadlines and file the necessary paperwork correctly.
We strive to make the probate process move as smoothly as possible from beginning to end. We do this by helping those tasked with administering an estate:
- Locate the will
- File documents with the probate court
- Obtain a death certificate (and as many copies as needed)
- Locate the heirs
- Distribute assets
- Play creditors
- Collect income due to the deceased party
- Resolve will disputes
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Wills and Trust
Many people believe the misconception that wills and trusts are just for wealthy individuals who are leaving millions of dollars to their beneficiaries. In reality, anyone who has a family or loved ones can benefit from creating a well-written estate plan.
Without an estate plan, the distribution of your assets will be determined by Texas law, and may not reflect your wishes. Our attorneys can help you create an estate plan that is tailored to the unique needs of your family. We understand that end-of-life planning can be emotional and stressful, and we will provide the empathetic counsel you need, while also ensuring your best interests are protected.
Once our lawyers understand a client's goals, they create estate plans that are tailored to the client's needs, including a combination of the following estate planning tools:
- Wills
- Trusts
- Durable powers of attorney
- Medical directives