FizerBeck provides a full range of estate planning and estate administration services. We educate clients about sophisticated estate planning matters, and assist them in formulating plans to achieve their objectives with minimum tax liability. In our estate planning practice, we advise individuals and prepare all types of instruments effecting lifetime giving and testamentary dispositions. The firm has extensive experience in estate planning for owners of closely-held businesses. In this context, our estate planners collaborate with our business attorneys in overseeing corporate planning and administration, general business succession planning, coordinating employee benefits and life insurance with estate plans, designing stock purchase arrangements, and structuring intra-family transfers for estate-planning purposes
In our estate administration and probate practice, we represent executors, trustees, heirs and beneficiaries in matters involving probate, estates and trusts. We prepare probate documents and provide post-mortem income and estate tax planning. We prepare and assist in the preparation of federal estate and gift tax returns. We also represent clients before the Internal Revenue Service in controversies involving such tax returns. In addition, we assist many clients in reforming or modifying existing trust documents. Our practice in this area includes assisting with and/or preparing:
• Personal estate tax planning and advice
• Wills and trusts
• Management (living) trusts
• Bypass trusts
• Gift trusts
• Grantor trusts
• Generation skipping trusts
• Life insurance trusts
• Grantor retained annuity trusts (GRATs)
• Qualified personal residence trusts (QPRTs)
• Judicial modification of trusts
• Family limited partnerships (FLPs)
• Asset protection planning
• Planning for disability and incapacity
• Qualified benefit plan and IRA tax planning
• Texas Probate and estate administration
• Disclaimers
• Estate and gift tax returns
• Post-mortem estate and tax planning
• IRS and related controversies
• Financial powers of attorney
• Medical powers of attorney
• Living wills
• HIPAA powers of attorney