Wills, Trusts & Estates

Estate plans, probate, guardianship, tax filings and controversies.

• Gay, Lesbian, Bisexual, Transsexual, Transgender (LGBT) Rights

• Estate Taxes & Gift Taxes
• Income Taxes
• IRS Disputes
• IRS Filing & Compliance
• Negotiating IRS Payments & Settlements
• Tax Planning

• Charitable Trusts
• Drafting Trusts
• Drafting Wills
• Estate Administration
• Estate Planning
• Living Trusts
• Living Wills
• Probate
• Power of Attorney
• Business Succession Planning
• Special Needs Trust
• Revocable Trust & Irrevocable Trust

TX, Apr 1974
Bar Number: 07791500

All Federal Courts and all Courts of the State of Texas.

Texas Bar Association, Dallas Bar Association.

State Bar of Texas CLE Seminars.

• Author, "The Waiver Doctrine," Houston Law Review - 1973
• Author/speaker, "Using the Personal Computer as a Lawyer's Personal Workstation," Dallas Bar Association's Computer Use & Technology Section - October, 1989
• Author/speaker, "Using Your Computer to Communicate with the World: Communications: The Basics, Dallas Bar Association's Computer Use & Technology Section" - March, 1990
• Author/speaker, "Advanced Office Practice - Using the Personal Computer as a Lawyer's Personal Workstation," State Bar of Texas Practical Computer Use Seminar - June, 1990
• Co-author, Automation Insights, 1989-92
• Author/speaker, Dallas Bar Association's First Annual Document Assembly Shoot Out - September, 1990
• Author/speaker, "Bringing You and Your Desk Into the Twenty-first Century," Continuing Legal Education Section of Dallas Bar Association - March, 1991
• Moderator/author/speaker, "Advanced Office Practice - Word Processing," State Bar of Texas 2nd Annual Practical Computer Use Seminar - June, 1991
• Speaker, Advanced Family Law Course Computer Exposition - August, 1991
• Author/Speaker, Computers: Overview of Technology, Texas District and County Attorneys Association Civil Law Seminar - May 1992

I handle estate planning, wills, trusts and ancillary documents. I also handle complex tax issues.

1

Texas

The goal of our firm is to provide the highest level of technical expertise and professionalism in a comfortable, service-oriented atmosphere.

We believe that the practice of law is a service business. We want you to hold us to standards of service that you may not have come to expect from other firms.

Specifically, expect us to:

• Listen to you and put your needs first
• Be available to answer your questions
• Offer solutions, not riddles
• Communicate clearly and thoroughly about every aspect of what we do on your behalf

Our practice is limited to Estate Planning and Taxation. We are dedicated to giving you the legal solutions and tools you'll need to plan and build your future with confidence.

Since 1974, I have been in the private practice of law, limiting my practice to Tax, Estates and Probate as well as Business Organizations.

• Founder and Chairman of Dallas Bar Association's Computer Use & Technology Section - 1989-1990
• Past Chairman, Dallas Bar Association's Computer Use & Technology Committee - 1991
• Member State Bar of Texas Computerization of the Profession Committee - 1991-1994
• Member State Bar of Texas Professional Efficiency and Economic Research Committee - 1991
• Council Member, Computer Committee, State Bar of Texas - 1990-1994
• Member Economics and Law Practice Committee of Dallas Bar Association - 1990
• Member Continuing Legal Education Committee of Dallas Bar Association - 1990
• Board of Governors, Landmark Club - 1989-1993
• Vice Chair, Board of Governors, Landmark Club - 1991-1993
• Member Jewish Federation of Greater Dallas Computer Committee - 1991
• Chairman, Law Practice Management Committee of Dallas Bar Association - 1992
• AV Rated Firm by Martindale-Hubbell

(972) 446-7976

Monday through Friday
9:00 a.m. to 5:00 p.m.

Yes

We offer fixed fees for certain estate plans and probate matters. We do offer discounts to clients mentioning Nolo or other advertising sources.

Simple wills for married couple (nuclear family) -- $950 (total cost for both spouses)
Simple will for single person -- $600
Wills with bypass trust provisions -- $1,600 (total cost for both spouses)
Simple living trust with pourover wills -- $2,500 + additional fees per asset
Living trust with bypass trust provisions and pourover wills -- $2,800 + fees per asset
Life insurance trust -- $2,500
Qualified Personal Residence Trust -- $2,500

$250 and up.

Yes, for approximately one hour.

No typical retainer.