Establishing Trusts to Accomplish Your Goals
Tax Planning • Special Needs Planning • Charitable Giving
Whatever your estate planning objectives, the Law Offices of Lawrence Brown offers sophisticated legal counsel and tailor-made documents to put your goals in motion. Our attorney has deep experience in tax planning, and he is familiar with the creation and maintenance of all types of lifetime and testamentary trusts.
Lawrence Brown represents professionals, owners of closely held or family-owned businesses, and other clients with substantial and diverse assets. He serves the Dallas-Ft. Worth area, as well as clients through Texas and nationwide who need advanced estate planning instruments. Contact us at 888.870.0025.
Tax Planning and Asset Management
Mr. Brown applies 20 years of experience in tax law and litigation to guide clients to appropriate vehicles to manage portfolios, provide income and minimize federal or state taxation when wealth passes to a spouse or the next generation:
- Qualified personal residence trusts (QPRT)
- Qualified terminable interest trusts (QTIP)
- Grantor-retained annuity trusts (GRAT)
- Grantor-retained income trusts (GRIT)
- Irrevocable life insurance trusts (ILIT)
- Family limited partnerships (FLP)
- Limited liability companies (LLC)
Placing assets in trust avoids probate, which speeds the transfer of wealth and keeps the transaction private. We can also devise stipulations for inheritance, to protect heirs from themselves, or arrange an asset protection trust to shield assets from creditors.
Special Needs Trusts
A trust fund specifically constructed for a disabled child or a vulnerable adult assures they are cared for when you are gone, and protects those assets from creditors (or family members) while still allowing the beneficiary to qualify for government aid (Social Security, Medicaid).
Charitable Trusts
Many clients want to leave a legacy for a favorite cause. We can discuss a charitable lead trust or charitable remainder trust to benefit an existing charity, or help clients establish a private foundation and a bequest.
Mr. Brown provides comprehensive estate planning, and works closely with you to choose the appropriate tools and tax planning strategies to meet your goals. Call 888.870.0025 or contact him online to arrange a consultation.
