Estate Planning
Ross & Shoalmire's sophisticated estate and family wealth planning practice focuses on
maximum conservation and protection of our clients’ estates and related assets – with minimum
tax and other adverse consequences.
We handle the administration of trusts, estates and other related family entities, the drafting of
wills and estate plans, and the creation of succession plans for privately owned businesses. In
all such transactions, our expertise includes sophisticated structuring of alternatives involving
taxes, generation-skipping issues and redirection of legal liability risks.
By their nature, our estate planning services are tailored to the individual requirements of each
client. Depending upon client needs, our attorneys can counsel on a single estate planning
issue or can advise on a broad range of personal and business goals, and implement the steps
necessary to achieve them.
The minimization of taxes is a major objective of our estate planning services. Income taxes,
estate taxes, gift taxes and generation-skipping transfer taxes all have a significant impact on the
accumulation and disposition of our personal assets. The Economic Growth and Tax Relief
Reconciliation Act of 2001, with its complex changes to the tax code and phasing out of the
estate tax and generation-skipping tax, has made such tax considerations even more important
for estate planning. We understand the complexities of such a change and make sure our
clients are protected.
We can be especially helpful to the owners of family businesses. Working with the members of
our family law practice, Ross & Shoalmire estate planning attorneys can counsel clients
regarding the difficult matters of transfer of ownership or control and resolving liquidity concerns
while treating family members equitably. If divorce proceedings complicate the planning for
ownership transfer, we have the knowledge and experience to ensure that the business owner’s
wishes remain paramount.
Effective estate planning should be the culmination of a lifetime of hard work and achievement.
Ross & Shoalmire estate planning attorneys understand how important an effective wealth
transfer strategy is – and know how to represent each client's unique interests in creating one.
maximum conservation and protection of our clients’ estates and related assets – with minimum
tax and other adverse consequences.
We handle the administration of trusts, estates and other related family entities, the drafting of
wills and estate plans, and the creation of succession plans for privately owned businesses. In
all such transactions, our expertise includes sophisticated structuring of alternatives involving
taxes, generation-skipping issues and redirection of legal liability risks.
By their nature, our estate planning services are tailored to the individual requirements of each
client. Depending upon client needs, our attorneys can counsel on a single estate planning
issue or can advise on a broad range of personal and business goals, and implement the steps
necessary to achieve them.
The minimization of taxes is a major objective of our estate planning services. Income taxes,
estate taxes, gift taxes and generation-skipping transfer taxes all have a significant impact on the
accumulation and disposition of our personal assets. The Economic Growth and Tax Relief
Reconciliation Act of 2001, with its complex changes to the tax code and phasing out of the
estate tax and generation-skipping tax, has made such tax considerations even more important
for estate planning. We understand the complexities of such a change and make sure our
clients are protected.
We can be especially helpful to the owners of family businesses. Working with the members of
our family law practice, Ross & Shoalmire estate planning attorneys can counsel clients
regarding the difficult matters of transfer of ownership or control and resolving liquidity concerns
while treating family members equitably. If divorce proceedings complicate the planning for
ownership transfer, we have the knowledge and experience to ensure that the business owner’s
wishes remain paramount.
Effective estate planning should be the culmination of a lifetime of hard work and achievement.
Ross & Shoalmire estate planning attorneys understand how important an effective wealth
transfer strategy is – and know how to represent each client's unique interests in creating one.
| Download our Estate Planning New Client Form by clicking here: ESTATE PLANNING FORM |
Estate Planning Resources:
 Stay on top of the Elder Law issues you need to know about. Listen to Aging Smart on Elder Law Radio. 
|
 | 4112 McKnight Road | |
| Texarkana, Texas 75505-6063 | |
| (903) 223-5653 - Telephone | |
| (903) 223-5658 - Facsimile | |
| admin@rossandshoalmire.com | |
| Estate Planning and Elder Law |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |
| |
 |