Helping Clients & Their Families Preserve Their Wealth & Legacies During & After Their Lifetimes
Our firm helps families preserve their wealth for future generations, minimize estate taxes, and avoid the expense and nightmare of probate. We provide comprehensive, tailored estate planning services to meet all the needs of our clients. Below is a sampling of the type of services we offer.
We help families who have experienced the loss of a loved one with the ensuing Probate or Trust Administration process.
Legacy Planning is a more holistic approach to estate planning. We help clients preserve their financial wealth and their legacy, including their life stories and family heirlooms, for future generations. Our non-traditional planning methods include special provisions and protections in Living Trusts, Wills (simple & complex), Powers of Attorney, Living Wills, Irrevocable Trusts, Family Limited Partnerships, and Charitable Gifting Strategies. This planning also includes minimizing estate taxes, avoiding the expense and nightmare of probate, protecting against remarriage after death of the 1st spouse, and protecting beneficiaries from a possible future divorce.
Our law firm offers estate planning assistance for the unique needs of Family Businesses and Farms. We help clients preserve this important part of their legacy for future generations.
We offer guidance and assistance to members of the LGBT Community on their unique estate planning needs. This includes assistance in setting up Living Trusts, and Health Care Directives.
Our law firm helps clients create a plan to handle their affairs in the event of an incapacity before they pass away. This includes planning to avoid a Living Probate or Guardianship proceeding.
Our law firm has experience in the complex area of estate planning with IRAs and other retirement plans. We help ensure clients and their beneficiaries are protected by employing tax reduction techniques.
We help clients qualify for government medical benefits legally and ensure their estates are preserved for their families, instead of their nest egg being wiped out by high nursing home expenses.
We help clients who are small business owners and those who are most susceptible to being sued by assisting with Lawsuit and Asset Protection. We also assist with Business Succession Planning and Small Business Planning. Some of the tools and strategies used are Family Limited Partnerships, Limited Liability Companies and Buy-Sell Agreements.
We offer assistance to clients who have special needs family members by creating Special Needs Estate Plans. These tailored plans help them preserve government benefits while having their loved one cared for in all areas of their life: financial, educational and medical, and most importantly, their emotional and personal needs in the future.
We help clients preserve their wealth and achieve their long-term financial goals. Our attorneys work closely with the financial advisors of our clients to make sure their estate plan and their financial plan are coordinated and meet the goals of the client.
1155 Dairy Ashford Ste 104
Houston, TX 77079
Monday-Friday) 8:00 AM - 5:00 PM
Estate planning is the creation of a definite plan for managing your wealth while you are alive and distributing it after your death. These assets may be owned by you separately or jointly with others.
Estate planning is the preservation and the distribution of your assets, both during your life and upon your death. It is accomplishing your personal and family goals and easing the management of your financial and legal affairs, as well as minimizing taxes if your estate is large enough for taxes to be of concern.
When we talk about an estate, we mean all assets of any value that you own, including real property, business interests, investments, insurance proceeds, personal property and even your personal effects. An Estate Plan, generally, refers to the means by which your estate is passed on to your loved ones on your death. Estate planning can be accomplished through a variety of methods, including, but not limited to, the following:
-Revocable Living Trusts
-Last Will and Testament / Probate
Problems often arise when people do not coordinate all of these methods of passing on their estate. If you have a well-drafted estate plan in place, you increase the likelihood that your estate passes to whom you want, when you want, and is carried out in the manner you have chosen, regardless of whether the plan involves a probate administration or a trust administration. Furthermore, you can minimize, or even eliminate, the risk of the government trying take what you spent a lifetime procuring. But you need to be aware of the many options that exist in estate planning, and you must choose your estate planning attorney wisely.
We want you to feel confident about the choices you make. Let us be your guide on the path toward preserving your family's future
The best way to ensure that you carry out your duties and responsibilities as Executor and/or Trustee without making costly mistakes is to retain the assistance of an experienced Trust Administration and Probate attorney.
Probate is the name given to the legal process that is typically required after an individual dies. The probate process serves a number of important functions, including, but not limited to:
-Authenticating the Last Will and Testament of the decedent if one was left behind.
-Identifying, valuing and categorizing estate assets.
-Notifying creditors of the estate so that they can file claims against the estate.
-Providing the legal framework for challenges to the Will of the decedent.
-Ensuring that state and/or federal gift and estate taxes are paid
-Transferring estate assets to the intended beneficiaries and/or heirs of the estate.
If the decedent executed a Will prior to death, the estate is referred to as a testate estate. A testate estate is administered by the individual appointed as the Executor in the Will and is distributed according to the terms of that Will. If no Will was left behind, the estate is referred to as an intestate estate. In that case, any competent adult may volunteer to be the Personal Representative during the administration of the estate. Assets from an intestate estate are distributed according to the Texas intestate succession laws, which usually means to children, grandchildren, siblings, parents, etc. The duties and responsibilities involved in administering an estate often require a firm grasp of complex financial and legal concepts which is one reason why retaining an experienced Texas probate attorney to assist is a wise choice. If you have been appointed as an Executor or Trustee, the experienced Probate and Trust Administration attorneys at The Mendel Law Firm, L.P. are available to assist you with your duties and responsibilities. Contact the team today by calling 281-759-3213 or fill out the online contact firm at our website, http://www.mendellawfirm.com
Member/Attorney State Bar of Texas, Registered Architect, Texas. Licensed Real Estate Broker, Texas. Faculty Member, College of Technology, University of Houston, Central Campus, 1981-1987. Briefing Attorney, U.S. District Court, Hon. Hugh Gibson, Southern District of Texas, Galveston Division, 1987-1989. Litigation associate with a national law firm, 1989-1991; Litigation associate with a Houston boutique commercial litigation firm, 1991-1995. University of Houston, Central Campus, College of Technology, voted 1985 Teacher of the Year by the Students in Construction Related Industries. Co-Author, "Guiding Those Left Behind," 2006. Contributing Author: "Total Wealth Management," 2004; "Love, Money & Control," 2002; "Strictly Business," 2002. Author, "Negligent Infliction of Mental Distress Upon A Bystander In Texas," 26 S. Tex. L.J. 305, 1985.
Bar Number: 13930650
South Texas College of Law
J.D., Summa Cum Laude, 1986
University of Texas
B. Arch., High Honors, 1977
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