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ESTATE PLANNING

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:

  • Wills
  • 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
Care is also taken to assist our clients in planning for incapacity with the use of Powers of Attorney, Medical Powers of Attorney, Directives to Physicians and HIPPA Authorizations Forms. We assist those who place a priority on charitable giving by establishing and assisting with the operation of private foundations, including non-profit corporations. Finally, our estate planning attorneys are prepared to assist our clients with pre-marital agreements and often advise regarding marital property characterization issues.
Having been with the firm since 1977, David C. Lamon leads the estate planning practice group at Reagan Burrus. [See detailed BIO...]
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Mason Standley

Mason has over 30 years of practice experience.  He is board certified by the Texas Board of Legal Specialization in Tax law and in Estate Planning and Probate Law.  He works with a wide array of clients ... [See detailed BIO...]
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Jason M. Leach is an associate with Reagan Burrus, and practices in many of the firm's different areas. Recently, his practice has been more focused on estate planning and probate, probate litigation, and general civil litigation.

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