Trusts and Estates

Recognized by U.S. News & World Report
and Best Lawyers®

National Tier 1, Trusts & Estates Law

Metropolitan Tier 1, Dallas/Fort Worth
Trusts & Estates Law

Metropolitan Tier 2, Houston
Trusts & Estates Law

Gardere’s trusts and estates attorneys provide sophisticated counsel to clients on strategies for planning the accumulation, management and transfer of wealth, while maintaining an understanding of the personal nature of this practice. We are knowledgeable and up-to-date on the laws concerning estate planning and the administration of estates and trusts. Our team is also skilled in the complicated state and federal laws governing will and trust litigation and tax controversies.

Our areas of practice include:

  • Estate Planning
  • Estate and Trust Administration
  • Will and Trust Litigation and Tax Controversy

Estate Planning

Estate Planning requires a careful weighing of personal and family goals against the fulfillment of legal, financial and tax requirements. Our team is expert in assisting clients with all forms of estate planning, from traditional estate planning techniques – wills and revocable trusts – to the most advanced level of tax-saving strategies – family limited partnerships, grantor retained annuity trusts and sales to defective grantor trusts.

In addition, we are a full-service law firm with extensive experience representing corporations and other businesses. Therefore, our attorneys are expert in assisting business owners with their estate planning needs from strategies for transition events in the business – sales or initial public offerings – to succession planning for a business owner’s death or retirement.  We also provide counsel on techniques for charitable giving, such as private foundations, charitable remainder trusts and charitable lead trusts.

Estate and Trust Administration

Our team of attorneys is skilled in providing guidance to executors and trustees in all aspects of their fiduciary responsibilities. Our experience in administering estates and trusts, coupled with our experience with the local courts and tax authorities, is designed to streamline and simplify what otherwise might be a very difficult and time-consuming process for our clients.

We represent executors in the administration of estates and can provide assistance with the required legal and tax work associated with administering a large estate. We represent beneficiaries of estates and trusts who want legal advice during the administration. Our team also represents existing trusts and their trustees, providing guidance to the trustee so that taxes are reduced, trust assets are preserved, and the intent of the trust grantors and needs of the trust beneficiaries are effectively served over time.

Will and Trust Litigation and Tax Controversies

Our team has experience in handling contested and complex trust and estate matters. Representation includes defense of executors and trustees in proceedings challenging the manner in which they have administered an estate or trust. We are also experienced in representing beneficiaries of substantial estates and trusts in litigation seeking to assert their rights in response to acts or omissions by fiduciaries. Furthermore, we have extensive experience representing clients in tax controversies.

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