Probate Law and Estate Planning
Probate law dictates the distribution for an estate of someone who has passed away. Its purpose is to determine the wishes of the deceased, pay their final debts and expenses and distribute their property. San Antonio Business Lawyers have experience helping clients through this burdensome time, managing all items necessary to move forward with the probate process. While the probate process and conservatorship issues can be stressing, we alleviate difficulties to make the process as seamless as possible.
To open an estate in Texas for probate, an individual or organization must be court appointed to act on behalf of the estate. This entity is called a personal representative (PR), also known as an executor if there is a will or an administrator if there is no will. You have a choice whether or not you want to serve as the personal representative. You are not obligated to do so if you are unwilling or unable, even in the circumstances that you were named to serve as the executor in the last will and testament of the deceased.
We assist individuals and families with the administration and settlement of decedent’s estates and trusts. We provide clients with information and resources to minimize taxes and costs. Our clients include individuals for whom we are able to solve estate settlement issues using Small Estate proceedings as well as personal representatives of large and complex estates. We also represent trustees of revocable and irrevocable trusts with the administration and distribution of trust estates.
- Preparation and Filing of Required Statutory Documents: Our clients rely on us to prepare and file all necessary notices and proceedings in a timely manner in order to avoid unnecessary expense and delay.
- Preparation of Accountings: We work with our clients to make sure that all claims and expenses are paid in a timely manner. We prepare and file with the Court and the appropriate beneficiaries all required accountings.
- Taxes: Where appropriate and necessary, we prepare and file all federal estate and state inheritance tax returns, or where such returns are prepared by the client’s accountant we work with these professionals to be sure that expenses and deductions are utilized so as to minimize all taxes.
- Post Mortem Planning: We work with clients using a variety of planning techniques to minimize costs and enhance benefits to estate beneficiaries, including the transfer and reorganization of business interests.
- Probate Litigation: We represent clients in those situations, either as a plaintiff or a defendant, where claims, distributions or other matters must be determined through the litigation process.
Do I need an attorney to handle my probate law matters?
Most cases of probate law in Texas benefit greatly from a probate attorney. While you are legally allowed to represent yourself, Texas probate law involves complex legal requirements and fiduciary duties. Improper handling of these duties can significantly damage your situation. Texas probate courts routinely recommend engaging a Texas probate attorney for management of your estate.
San Antonio Business Lawyers offer the full range of legal services in probate and estate administration. She strives to efficiently wrap up any outstanding issues. Her experience in the field gives her the ability to identify potential problems and effectively perform the necessary probate tasks, while guiding you through the process efficiently and with compassion.
The loss of a loved one can be one of the most difficult situations you’ll ever face. Unfortunately, dealing with the distribution of your loved one’s assets–especially if he or she did not leave behind a will–can add stress to an already emotional time. Probate administration is the legal process by which assets from a deceased individual are distributed among beneficiaries.
Compassionate, Competent Representation
Probate law is a unique and complex field. That’s why it’s important to work with a lawyer who’s ready to handle probate cases. If you need help from a probate lawyer in San Antonio, TX, call Law Offices. With an in-depth understanding of the complexities and requirements involved in probate cases, San Antonio Business Lawyers offer the competent legal representation you need while handling your case with the respect and compassion you deserve.
If you’re dealing with the distribution of a deceased loved one’s assets, San Antonio Business Lawyers are here to help. Call today to schedule your consultation.