John O. Brentin
& Associates, L.L.P. offers a wide variety of services for
individuals and their families related to estate planning, asset
protection, probate and trust administration as well as business
law. Our experience includes a full range of planning and estate
administration matters, from basic Wills and trust agreements
to complex business structuring, the preservation of family
wealth and minimization of taxes. Our clients include business
owners, physicians, lawyers and other professionals, entrepreneurs,
investors, executives, retirees, and families.
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- Wills, Trusts, and Powers of Attorney
- Estate and Gift Taxation
- Living Trusts, Insurance Trusts, and Charitable
Trusts
- Charitable Planning
- Tax Planning
- Asset Protection and Wealth Preservation
- Retirement Benefits Planning
- Elder Law Issues
- Probate of Decedent’s Estates
- Trust Administration
- Estate and Inheritance Taxation
- Business formation, including Corporations,
Family Limited Partnerships (FLP), and Limited Liability Companies
(LLC)
- Business Dissolution, Liquidation, and Reorganization
- Assistance with Annual Compliance Requirements
as set by Texas Law
- Buying or Selling a Business
- Tax Planning
- Buy-Sell Agreements and Business Succession
Planning
- Asset Protection and Wealth Preservation
- Special Issues for Physicians and Health-Care
Professionals
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Our clients are ordinary people
who face a variety of legal planning issues. Below is a sample
of client matters and situations we handle. Each situation
requires a plan tailored to the needs, goals, and objectives
of the client.
- The parents of minor children who want
to select guardians and establish trusts.
- The executor of an estate which includes
retirement assets, life insurance, real estate and business
holdings
- The recently retired couple with 3 children
and 5 grandchildren
- A successful small business owner who
wants to sell his business
- Parents who are concerned about providing
for their disabled child
- A buy-sell agreement for owners in a successful
business who are concerned about the transition of ownership
at each death or if a partner wants to leave the business
- The blended family with children from
prior marriages and other children born of the current marriage
- The foreign national living and working
in this country
- The sole proprietor who wants to set up
a family limited partnership
- A probate matter for an out-of-state decedent
with Texas real estate holdings
- The closely-held business owner concerned
about taxes and whose outdated planning has not kept pace
with the growth of her successful business
- The physician who wants to protect his
estate from potential lawsuits by using established asset
protection planning techniques
- The recently divorced mother of two young
children
- The high net worth couple with significant
holdings in different states and outside the U.S. facing
a potential $25 million estate tax liability
- An elderly couple, one in the beginning
stages of Alzheimer’s
- The successful small business owner who
wants to pass on his business to his two children who are
both strong-willed and seldom agree on anything
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