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ESTATE PLANNING

Underwood Perkinsís Estate Planning section assists families and business owners in creating and preserving wealth, in part to pass that wealth on to future generations. In helping our clients achieve these goals, our attorneys advise them on estate and tax planning, including the areas of wealth preservation, multi-generational tax and estate planning, asset protection, business succession planning, charitable and related legal matters. In the estate planning process, our attorneys work closely with outside accounting, investment, insurance and financial planning professionals.

To accomplish each clientís estate planning goals, an attorney needs to listen closely to the desires of the client. Accordingly, our attorneys plan to spend sufficient time in preliminary meetings to fully understand the clientís objectives so that we can structure the estate and asset protection plan to meet those objectives. Our knowledgeable estate planning attorneys have a wide variety of experience and ability to employ basic and sophisticated estate planning techniques such as:

  • Basic Estate Planning Documents,
    • Wills and Revocable Living Trust
    • Financial and Health Care Powers of Attorney
    • Physicians Directives (Living Wills)
  • Asset Protection Vehicles,
    • Family Limited Partnerships
    • Family Limited Liability Companies
    • Pre-Marital Agreements
    • Partition and Community Property Agreements
    • Buy-Sell Agreements
  • Trust Vehicles, and
    • Generation Skipping Tax Trusts
    • Irrevocable Life Insurance Trusts
    • Dynasty Trusts
    • Intentionally Defective Grantor Trusts
    • Grantor Retained Annuity Trusts
    • Qualified Personal Residence Trusts
  • Charitable Planning Vehicles
    • Private Charitable Foundations
    • Charitable Remainder Trusts
    • Charitable Lead Trusts.

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5420 LBJ Freeway, Two Lincoln Center, Suite 1900  •  Dallas, Texas 75240       Phone 972.661.5114  •  Fax 972.661.5691
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