Practice Areas

A revocable living trust is the cornerstone of an effective estate plan. Unlike a will, it allows you to maintain complete control of your assets during your lifetime while ensuring a seamless, private transfer to your beneficiaries after death, without the need for probate court.

A pour-over will works in tandem with your living trust. It acts as a backstop, directing any assets that were not transferred into your trust during your lifetime to "pour over" into the trust upon your death. It also allows you to designate guardians for minor children.

Incapacity planning documents allow someone you trust to make financial and medical decisions on your behalf if you become unable to do so. This helps avoid the need for a court-appointed guardianship and ensures your wishes are respected.

Once your trust is created, your Texas real estate must be formally transferred into the trust through a properly prepared and recorded deed. We prepare and record Warranty Deeds or Deeds Without Warranty to ensure your property is correctly titled in the name of your trust. For clients who prefer to retain certain lifetime rights while avoiding probate on specific properties, we also offer Enhanced Life Estate Deeds (Lady Bird Deeds) where appropriate.

We form Texas LLCs structured to actually work: proper registered agent, thoughtful operating agreement from day one, and a member/manager structure that fits how you'll really operate. No filing-mill output. We treat formation as the first chapter of an ownership plan, not a checkbox.

Texas law requires licensed professionals (physicians, dentists, architects, engineers, CPAs, attorneys, therapists, veterinarians, and others) to form a Professional Limited Liability Company rather than a standard LLC. We handle the Texas PLLC formation, confirm the professional-licensing requirements that apply to your field, and draft an operating agreement that contemplates member-license changes and professional liability separately from commercial liability.

The operating agreement is where the real decisions live: management structure, member contributions, distributions, transfer restrictions, and what happens on death, incapacity, or exit. We draft single-member and multi-member agreements tailored to the actual business, not pulled from a template library.

An S-corp is not a separate entity, it's a tax election. A Texas LLC or PLLC files IRS Form 2553 and is taxed as a small-business corporation going forward. The election has eligibility rules (one class of equity, 100-member cap, U.S.-person members, reasonable compensation discipline) and it only makes sense in certain distribution patterns. We draft the operating-agreement language the election requires, prepare the Form 2553 filing, and coordinate with your CPA on ongoing compliance.

If your LLC was formed in another state and your center of operations is now Texas, statutory conversion (domestication) is usually the cleanest path. The entity keeps its EIN, bank accounts, and contracts; it becomes a Texas LLC governed by Texas law. We coordinate the out-of-state withdrawal, prepare the Texas filing, and draft a new Texas-law operating agreement.

Whether you're assigning your LLC membership interest into your revocable trust, transferring a percentage to a co-owner, or documenting a founder's IP contribution to the entity, the paperwork needs to match the entity's governing documents and your broader estate plan. We draft assignments, consents, and amended operating agreements as a clean set.