Farner & Perrin, L.L.P., offers the full array of expertise in estate planning, probate and related taxation and is committed above all else to providing a high level of service to its clients. The firm’s practice focuses on family wealth transfers and minimizing gift and estate taxes through the use of the following:

• wills (including testamentary trusts for minors and for tax and asset protection planning)
• trusts (revocable and irrevocable, including life insurance trusts, intentionally defective grantor trusts, grantor retained annuity trusts, qualified personal residence trusts, among many others)
• family limited partnerships
• retirement asset planning (including IRA-to-trust planning for maximizing post-death income tax deferral)
• charitable giving (including charitable lead trusts, charitable remainder trusts and private foundations)
• marital property agreements (and analysis and advice concerning marital property characterization)
• business continuity planning
• life insurance planning, and
• incapacity planning (including powers of attorney and revocable living trusts)

The firm’s practice also encompasses family business planning, involving entity selection and design, including the following:

• incorporations
• general and limited partnerships
• limited liability companies, and
• planning and drafting buy-sell and related stock purchase agreements

The firm also regularly prepares and files Federal gift and estate tax returns, and represents executors, trustees and beneficiaries on estate administration and trust matters.

The firm attorneys are Board Certified in estate planning and probate law by the Texas Board of Legal Specialization, and each of their practices encompasses the full range of planning techniques described above.