Estate Planning & Wealth Preservation
Bespoke estate planning, revocable living trusts, probate administration, and generational wealth succession.
Elite Representation in Estate Planning & Wealth Preservation
Generational wealth preservation requires thoughtful foresight and meticulous legal execution. Our estate planning attorneys design comprehensive asset protection plans tailored to your family's unique dynamics and charitable ambitions. From minimizing federal estate tax exposure to establishing special needs trusts, we ensure your legacy endures seamlessly across generations.
$4.5M Estate Tax Savings
Multigenerational Family Ranch Trust Restructure
Structured generation-skipping transfer trusts and conservation easements preserving a 2,000-acre Texas Hill Country ranch intact for three generations.
Group Benchmark
$600M+
Family Estates Structured through our Austin legal team.
Sub-Disciplines & Areas of Focus
Explore the specialized services provided by our estate planning & wealth preservation trial and advisory group.
Revocable Living Trusts & Wills
Bypassing public probate court delays and ensuring confidential, immediate distribution of real estate and financial holdings.
Irrevocable Asset Protection Trusts
Shielding family assets from future creditor claims, business risks, and high-rate estate transfer taxation.
Healthcare Directives & Powers of Attorney
Designating trusted fiduciaries to make financial and medical decisions during sudden cognitive incapacity.
Probate Administration & Will Contests
Guiding executors through Travis County Probate Court and defending estate integrity against undue influence claims.
Attorneys Leading Our Estate Planning & Wealth Preservation Group
Meet the seasoned partners who personally handle initial evaluations, strategy sessions, and courtroom advocacy for this group.
Partner
Sarah Rodriguez
Distinguished family law advocate recognized for high-asset martial dissolution, complex forensic tracing, and compassionate child conservatorship solutions.
Of Counsel
Elena Vasquez
Senior authority on Central Texas commercial land acquisition, municipal entitlements, and multi-generational family estate structuring.
Frequently Asked Questions: Estate Planning & Wealth Preservation
Objective guidance on key statutes, realistic timelines, and fee considerations.
Why should I use a revocable living trust instead of just a will in Texas?
While Texas has an efficient independent probate process, a trust provides total privacy (wills become public records), immediate asset management upon incapacity without court guardianship, and avoids ancillary probate for out-of-state property.
When should I review or update my existing estate plan?
We recommend reviewing your estate documents every 3-5 years, or immediately following significant life events such as marriage, divorce, birth of grandchildren, substantial business liquidity events, or moves into Texas.
Discuss Your Estate Planning & Wealth Preservation Matter Confidentially
Schedule a free initial case review with our lead practice partner today.