Protecting Your Legacy Through Estate Planning And Probate

Planning for the future — and for the unknown — is an important life step. When you establish a careful estate plan and asset protection strategy, your assets and legacy become protected for future generations. At the law office of Stephen Kaplan, P.C., we are dedicated to helping clients build this foundation for the future.

Providing For The Financial Security Of Your Family

We provide comprehensive estate planning and probate services to our clients across the Dallas and Metroplex area. Our firm regularly drafts estate plans for Texas estates of all sizes. The types of documents that we help clients establish include:

  • Wills
  • Trusts (including testamentary trusts, living trusts, Crummey trusts, ILITs, dynasty trusts, GST trusts and other types of trusts)
  • Family limited partnerships
  • Durable powers of attorney
  • Health care planning documents
  • Asset protection strategies and arrangements

We prepare premarital agreements to assist clients with estate planning before they marry. Additionally, we prepare annual partition agreements after the marriage, if that is part of the estate plan.

Another important aspect of estate planning is asset protection. Through strategic planning, you can take advantage of various legal tools to shield your assets from legal liability. We assist clients with this critically important process.

Understanding The Tax Implications

Estate planning and asset protection involve important tax considerations. By anticipating these implications, we work to minimize the burdens of estate and gift taxes to the fullest extent possible. If necessary, we will also enlist the assistance of accountants and other tax professionals to ensure that we carefully address all tax ramifications.

Trust And Probate Litigation

Our attorney represents clients in estate-related disputes between beneficiaries. We also handle disputes involving executors and trustees as well as claims of undue influence, breach of fiduciary duty and will contests. Drawing on nearly 40 years of litigation experience, lawyer Stephen Kaplan has the advocacy skills necessary to protect your interests in court.

For more information about any of these areas, please contact our firm at 214-346-6048. Your initial phone consultation is free of charge.