For Families

Protecting your legacy.

Estate, tax, and succession planning for families whose needs have outgrown basic wills — often those with $3 million or more in assets, a closely held business, real estate, or concentrated or inherited wealth, or with comparable planning complexity.

Board Certified — Estate Planning & Probate Law

Texas Board of Legal Specialization

How we work

Clarity in complex transitions.

Listen first

We begin by understanding your family's unique dynamics, goals, and concerns before drafting a single document.

Design carefully

We build structures that minimize tax exposure while maximizing control and flexibility for the next generation.

Coordinate broadly

We work seamlessly with your wealth advisors, CPAs, and family office professionals to ensure alignment.

Execute precisely

We handle the technical details of funding trusts and transferring assets so the plan actually works when needed.

Practice areas

Comprehensive family advisory.

Estate Planning

Wills, revocable trusts, powers of attorney, and foundational documents for families of all net worths.

Wealth Transfer

Advanced strategies including SLATs, ILITs, GRATs, and QPRTs to move assets efficiently across generations.

Business Succession

Buy-sell agreements, voting trusts, and transition planning for family-owned operating companies.

Asset Protection

Family limited partnerships (FLPs) and LLCs designed to protect family wealth from external risks.

Tax Planning

Gift, estate, and generation-skipping transfer (GST) tax planning and return preparation.

Probate & Admin

Independent administration, muniment of title, and trust administration following the loss of a loved one.

Led by of counsel Paula Flowerday.

Secure your family's future.

Contact us to schedule a confidential consultation regarding your estate planning needs.

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Own a business too?

We plan the business and the estate in the same engagement.

When a closely held business sits inside the family balance sheet, the sale, the succession, and the estate plan all affect each other. We handle both sides together.

Counsel for business owners →