At Stuart Green Law, PLLC, we are an estate and tax planning boutique law firm that uses our knowledge to protect the best interests of our clients. Whether you need assistance with income and estate tax planning, estate and trust planning, trusts and estate planning, domestic assets protection trusts, or family office legal services, we have got you covered. We are in a unique position to serve clients not just in Texas, but across the nation. You can depend on our Conroe, TX estate tax lawyer to provide you with excellent legal services and solutions for your estate and tax planning needs. For more information about how we can assist you, contact us today!
Estate Tax Planning Strategies
The intention of estate tax planning is to ensure that our assets do not get taxed unnecessarily. Through our approach, our estate tax attorney can create a comprehensive tax plan that protects your estate and structures it in a way that limits estate taxes so more wealth can be distributed to future generations. We can help you understand the importance of minimizing tax implications on estates. Our estate tax attorney takes full advantage of favorable tax laws, which can offer substantial savings and benefits for generations of your family. Whether you are wanting to sell your business, planning for your family’s future, or want to know more about asset appreciation, we can assist you. Strategies our Conroe estate tax lawyer may suggest using to protect your wealth include:
- Grantor Retained Annuity Trusts
- Installment Sale to Intentionally Defective Grantor Trusts
- Gifting Strategies
- Spousal Lifetime Access Trusts
- Irrevocable Life Insurance Trusts
- Valuation Discounts and Freezes
State Taxation Of Trusts
Using a trust in a state that does not have taxes for income, such as South Dakota, can offer a chance for the trust assets to grow without state income tax across multiple generations. When formerly, you may have needed to deal with undistributed trust income getting retained in a trust and taxed in most taxes. A Resident Trust is a trust established other than where the settlor, beneficiaries, co-trustees, or reside. It is unconstitutional for a state to tax non-sourced, undistributed trust income for a resident trust. Other trusts our estate tax attorney can help you with include but is not limited to:
- Dynasty Trusts
- Community Property Spousal Trust
- Incomplete Non-Grantor Trust(ing)
- Special Needs Trust
- Life Insurance Trust
- Charitable Lead Trust
- Marital Trusts
- Revocable Trust
- Irrevocable Trust
- Grantor Retained Annuity Trust
- AB Trust
- Qualified Personal Residence Trust
Stuart Green Law, PLLC
The founding and managing attorney, Stuart Green, J.D., began his career focused on estate planning through a small regional law firm. He mastered the nuances of tax compliance, which led him to gain invaluable insight at an Big 4 public accounting firm. Since then, our Conroe estate tax lawyer has remained steadfast in serving a range of clients, using diligence to protect client’s assets and maximize on their monetary goals. If you are interested in learning more about how we can help you, contact Stuart Green Law, PLLC at your next convenience.