Whether a wealth and estate plan involves a simple will or a series of complex business entities and trusts, we help clients manage and protect their assets through effective tax, investment, and personal planning strategies. Our lawyers develop personalized estate planning solutions that are carried out the way each client intends, maximizing financial benefits while minimizing taxes and fulfilling fiduciary responsibilities.
These plans often involve the preparation of documents to effect lifetime and testamentary dispositions including:
- Management Trusts
- Trusts for children and grandchildren
- Life Insurance Trusts
- Grantor Retained Annuity Trusts
- Charitable Remainder Trusts
- Business Associations: Limited Partnerships, Limited Liability Companies, Corporations, etc.
- Asset protection planning
Reagan Burrus PLLC
401 Main Plaza, Suite 200 ♦ New Braunfels, TX 78130
Phone: (830) 625-8026