San Antonio, TX
Estate planning Lawyer at San Antonio, TX
Practice Areas: Estate Planning, Trusts ... +4 more
OUTCOME: Successful asset protection and reduction in estate taxes
Clients had a large estate that would have resulted in huge estate taxes. By engaging in some advanced planning, we were able to structure their assets in a way that the estate tax exposure has been el ... iminated and the assets are protected from predators.
OUTCOME: Family Protected
A client who's father remarried in an assisted living facility came in because he did not want the same thing to happen in his family. We helped this couple to establish an estate plan that left everyt ... hing to the surviving spouse, but if the survivor remarried without a prenuptial agreement, they would lose the inheritance. As a result, the survivor is protected from predators, and the children will one day inherit from both parents.
OUTCOME: Successfully rearranged assets to qualify
Clients who served at least one day in the military, during wartime, with medical expenses and too many assets are often unaware that by careful use of irrevocable trusts, they can become entitled to a ... VA benefit of over $1,600 per month. There is even a similar benefit for their spouse or their widow.
OUTCOME: Successfully planned to protect inheritance
We have helped hundreds of families to make sure that when they leave an inheritance to their son or daughter, that the inheritance is protected from any future divorces that may occur. There is a comf ... ort in knowing that when your child dies, what you worked hard to leave them, will go to your grandchildren.