High Net Worth Estate Planning

The attorneys at Loveland & Hurley, PLLC understand that our high net worth estate planning clients require a more sophisticated level of planning. Kimberly Loveland and Cynthia Hurley are Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and are well-versed in the use of estate tax planning techniques including: the use of family limited partnerships (FLPs), grantor trusts, grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), Dynasty Trusts, 678 trusts, Irrevocable Life Insurance Trusts (ILITs), Charitable Trusts (CRTs and CLTs), planning for Family Foundations and Donor Advised Funds, Spousal Life Access Trusts (SLATs) and sales to Intentionally Defective Grantor Trusts (IDGTs). These types of asset protection plans are customized and implemented after carefully listening to our clients’ needs, identifying available options, and clearly explaining how the plan will operate to meet your goals.

In addition, our attorneys regularly prepare federal estate tax returns and federal gift and generation-skipping transfer tax returns at all levels of complexity. These returns are most frequently prepared in connection with our representation of an executor (in the case of an estate tax return) or in connection with a client’s planning transaction (in the case of a gift tax return). We also advise and aid other professionals who need assistance with the preparation of these returns.

Kimberly Loveland and Cynthia Hurley know that the uncertainty of federal tax law changes can wreak havoc on the tax liability of a family when proper tax planning is not contained in your estate plan. At Loveland & Hurley, PLLC, we believe in flexible tax planning to ensure a workable plan to account for tax law changes, and in helping our clients navigate the complexity of working through tax planning.

At Loveland & Hurley, PLLC, we know that you have worked hard to build your assets. You can rest assured that we will work just as hard to ensure that those assets stay in your family and are protected for future generations.

The attorneys at Loveland & Hurley, PLLC are here to help our high-net-worth clients minimize tax liability. The Estate Tax, the Gift Tax, and the related Generation-Skipping Transfer Tax affect many of our clients. We understand that the uncertainty of federal tax law changes can wreak havoc on the tax liability of a family when proper tax planning isn’t contained in your estate plan.

Our attorneys, Kimberly Loveland and Cynthia Hurley, are Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and are prepared to help provide advice and planning to help your family plan for lowering your tax liability and protecting your assets. We believe in flexible tax planning to ensure a workable plan for different changes in law, and we help our clients navigate the complexity of working through tax planning.

We know that you’ve worked hard to build your assets. We work hard to make sure that we keep those assets in the family and protect them for future generations.