Whitlow, Robert, Houston & Straub’s Trust & Estates practice offers a wide range of legal services dedicated to meeting the needs of individuals, families, and businesses. Our personalized approach allows us to tailor our services to meet the specific goals and desires of our clients.
Our services include:
Estate Planning
Federal Estate, Gift, and Generation-Skipping Tax Planning
Inheritance Tax Planning
Prenuptial Agreements
Probate and Estate Administration
Family Business Representation
Elder Law and Medicaid Planning
Guardianship Appointment and Administration
Trust and Estate Litigation
Estate Planning
Our attorneys offer a range of basic to sophisticated estate planning services depending on the needs and desires of each client. We assist clients with the preparation of Wills, Powers of Attorney, Living Will Directives, HIPAA authorizations, Prenuptial Agreements, and a wide range of revocable and irrevocable trusts, such as grantor trusts, IRA trusts, insurance trusts, special needs trusts, and charitable and educational trusts. Additionally, we assist clients with preparation and implementation of family limited partnerships, family limited liability companies and other planning vehicles tailored to each client’s goals. We offer estate tax guidance for portability planning and also assist individuals and families with business formation and succession planning.
Estate Administration
We advise and represent executors, administrators, trustees, and beneficiaries with regard to their rights and responsibilities throughout the estate administration process. We assist with the appointment of fiduciaries, the filing of probate documents, the collection and distribution of assets, and the preparation and filing of estate and inheritance tax returns.
Family Business Representation
We offer extensive business planning services for individuals and families. We provide assistance with the formation of appropriate business entities to assist multi-generational farms and other family businesses in meeting long-term goals. We offer guidance on succession planning and assist with the preparation and implementation of business succession documents, such as operating agreements, buy/sell agreements and stock restriction agreements.
Elder Law
Our attorneys also provide assistance to elderly individuals and their families as they plan for long term care needs. We advise clients with regard to the Medicaid qualification and application process and draft, as appropriate, special needs trusts, qualifying income trusts, and other asset protection documents. We provide guardianship advice to our clients and have experience obtaining guardianship appointments and representing parties in incompetency court proceedings.
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