Dallas TX Estate Planning specializing in the following areas of practice:
Business, Estate and Financial Planning: Counseling in all matters concerning estate and financial planning, including wills, living and testamentary trusts, life insurance trusts, corporations, partnerships including family limited partnerships, estate and gift taxation, charitable giving, wealth transfer programs, business continuation agreements; coordination of all planning techniques with other client advisors; periodic reviews.
Employee Benefits: Employee benefit counseling including ERISA compliance; salary continuation plans for select executives, split dollar life insurance arrangements; life, health and other group benefits; counseling in employment, trade secrets, confidentiality and non-compete agreements, severance agreements and other human resource matters.
Insurance: Counseling on all matters concerning life and health insurance; third party administration; insurance agency and company captive organizations; not-for-profit associations or trade organizations; multiple employer trusts, MEWAs, VEBAs, self-funded employee welfare benefit plans under ERISA; non-subscription to workers’ compensation in Texas; managed care organizations; re-insurance, co-insurance and fronting; licensing and other regulatory matters; pre-litigation counseling in matters involving breach of fiduciary duties under ERISA, violations of U. S. Department of Labor laws, rules and regulations, and unauthorized insurance practices. All areas of discount medical plan organizations and non-profit associations, including insurance and non-insurance products, multi-state compliance and licensing.
If you are looking for Estate Planning in Dallas TX or the surrounding areas, give us a call.
