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Texas Estate, Tax, Trust, Retirement, or
Medicaid Planning

 

Allen TX - Texas tax planning and trusts -- Friesland Law Firm , Collin County      Click to request assistance
Amarillo TX - Texas trust asset management -- Susan L Brunette Atty, Potter County      Click to request assistance
Amarillo TX - Texas charitable remainder trusts -- John M Brown, Potter County      Click to request assistance
Angleton TX - Texas living wills and medical directives -- Crenshaw & Purvis , Brazoria County      Click to request assistance
Angleton TX - Texas estate taxes, income taxes and capital gains -- Faye Gordon Atty, Brazoria County      Click to request assistance
Arlington TX - Texas end of life bereavement -- David S Kohm & Associates Attys, Tarrant County      Click to request assistance
Arlington TX - Texas tax planning and trusts -- Dismuke & Waters PC , Tarrant County      Click to request assistance
Austin TX - Texas trust asset management -- Leslie C Giordani, Travis County      Click to request assistance
Austin TX - Texas charitable remainder trusts -- Susanna Bond, Travis County      Click to request assistance
Austin TX - Texas living wills and medical directives -- Phillip Ervin Atty, Travis County      Click to request assistance
Austin TX - Texas estate taxes, income taxes and capital gains -- Patricia T Barnes, Travis County      Click to request assistance
Austin TX - Texas end of life bereavement -- Elizabeth G Deleery, Travis County      Click to request assistance
Austin TX - Texas tax planning and trusts -- Gail S Parr Atty, Travis County      Click to request assistance
Austin TX - Texas trust asset management -- Donald F Carnes, Travis County      Click to request assistance
Austin TX - Texas charitable remainder trusts -- Julie R Frey, Travis County      Click to request assistance
Austin TX - Texas living wills and medical directives -- Rhonda H Brink, Travis County      Click to request assistance
Austin TX - Texas estate taxes, income taxes and capital gains -- Thomas O Barton Atty, Travis County      Click to request assistance
Baytown TX - Texas end of life bereavement -- Dick Dawson, Harris County      Click to request assistance
Baytown TX - Texas tax planning and trusts -- Weston Cotton, Harris County      Click to request assistance
Beaumont TX - Texas trust asset management -- Dean P Brinkley, Jefferson County      Click to request assistance
Beaumont TX - Texas charitable remainder trusts -- Coffey & Browne Llp , Jefferson County      Click to request assistance
Beaumont TX - Texas living wills and medical directives -- Joseph E Broussard, Jefferson County      Click to request assistance
Beaumont TX - Texas estate taxes, income taxes and capital gains -- Frances Blair Bethea, Jefferson County      Click to request assistance
Bedford TX - Texas end of life bereavement -- Benenati Carroll & Kocian , Tarrant County      Click to request assistance
Brownwood TX - Texas tax planning and trusts -- Mark T Bessent Atty, Brown County      Click to request assistance
Burleson TX - Texas trust asset management -- Aiken & Ribitzki Law Firm Old Town Burleson , Johnson County      Click to request assistance
Canton TX - Texas charitable remainder trusts -- Roxie Cluck Atty-Mediator, Van Zandt County      Click to request assistance
Dallas TX - Texas living wills and medical directives -- Mary Ann Beaty, Dallas County      Click to request assistance
Dallas TX - Texas estate taxes, income taxes and capital gains -- Calloway Norris Burdette & Weber , Dallas County      Click to request assistance
Dallas TX - Texas tax planning and trusts -- Sam Ferro Atty, Dallas County      Click to request assistance
Deer Park TX - Texas trust asset management -- Kenneth R Bradshaw Atty, Harris County      Click to request assistance
Denton TX - Texas charitable remainder trusts -- David Fox Atty, Denton County      Click to request assistance
Denton TX - Texas living wills and medical directives -- Thad R Finley, Denton County      Click to request assistance
Dickinson TX - Texas estate taxes, income taxes and capital gains -- Benson and Anderson LLP , Galveston County      Click to request assistance
El Paso TX - Texas end of life bereavement -- Karin Carson Atty, El Paso County      Click to request assistance
El Paso TX - Texas tax planning and trusts -- Sanford C Cox Jr PC, El Paso County      Click to request assistance
Fort Worth TX - Texas trust asset management -- Ronald L Adams, Tarrant County      Click to request assistance
Fort Worth TX - Texas charitable remainder trusts -- Karen H Gordon, Tarrant County      Click to request assistance
Fort Worth TX - Texas living wills and medical directives -- Jim Morrison Atty, Tarrant County      Click to request assistance
Fort Worth TX - Texas estate taxes, income taxes and capital gains -- Law Office Of Bob Leonard Jr , Tarrant County      Click to request assistance
Fort Worth TX - Texas end of life bereavement -- Catherine H Goodman, Tarrant County      Click to request assistance
Fort Worth TX - Texas tax planning and trusts -- Lucy Brants, Tarrant County      Click to request assistance
Fort Worth TX - Texas trust asset management -- Marvin Blum, Tarrant County      Click to request assistance
Fort Worth TX - Texas charitable remainder trusts -- Bailey & Galyen Attorneys At Law , Tarrant County      Click to request assistance
Fort Worth TX - Texas living wills and medical directives -- Perry Law Firm LLP The , Tarrant County      Click to request assistance
Fort Worth TX - Texas estate taxes, income taxes and capital gains -- Catherine Goodman , Tarrant County      Click to request assistance
Fredericksburg TX - Texas end of life bereavement -- Connie Eckhardt CSA, Gillespie County      Click to request assistance
Friendswood TX - Texas tax planning and trusts -- James T Fletcher, Galveston County      Click to request assistance
Friendswood TX - Texas trust asset management -- Bradshaw D Channing , Galveston County      Click to request assistance
Galveston TX - Texas charitable remainder trusts -- Christopher Cahill, Galveston County      Click to request assistance
Georgetown TX - Texas living wills and medical directives -- Rick Akins, Williamson County      Click to request assistance
Georgetown TX - Texas estate taxes, income taxes and capital gains -- Wendi Lester & Associates PC , Williamson County      Click to request assistance
Georgetown TX - Texas end of life bereavement -- Charles Lance Elder Law Services, Williamson County      Click to request assistance
Georgetown TX - Texas tax planning and trusts -- Nancy F Arenson, Williamson County      Click to request assistance
Grapevine TX - Texas trust asset management -- Wayne Frank, Tarrant County      Click to request assistance
Grapevine TX - Texas charitable remainder trusts -- Law Office Of John Greuner , Tarrant County      Click to request assistance
Harker Heights TX - Texas living wills and medical directives -- Silverblatt Law Office , Bell County      Click to request assistance
Houston TX - Texas estate taxes, income taxes and capital gains -- Foster Law Firm , Harris County      Click to request assistance
Houston TX - Texas tax planning and trusts -- Kritzer Law Firm , Harris County      Click to request assistance
Houston TX - Texas trust asset management -- Ray J Black Jr Atty, Harris County      Click to request assistance
Houston TX - Texas charitable remainder trusts -- Caldwell Law Firm , Harris County      Click to request assistance
Houston TX - Texas living wills and medical directives -- Willrodt & Associates , Harris County      Click to request assistance
Houston TX - Texas estate taxes, income taxes and capital gains -- Laird Harris Goldsberry Tarlow & Valdez LLP , Harris County      Click to request assistance
Houston TX - Texas end of life bereavement -- Foster Law Firm , Harris County      Click to request assistance
Houston TX - Texas tax planning and trusts -- Richard L Doehring, Harris County      Click to request assistance
Houston TX - Texas trust asset management -- Charles A Cocker, Harris County      Click to request assistance
Houston TX - Texas charitable remainder trusts -- Fox & Associates Llp , Harris County      Click to request assistance
Houston TX - Texas living wills and medical directives -- Theresa M Frierson, Harris County      Click to request assistance
Houston TX - Texas estate taxes, income taxes and capital gains -- Kyle Simmons , Harris County      Click to request assistance
Houston TX - Texas end of life bereavement -- Banieh Law Firm PLLC , Harris County      Click to request assistance
Houston TX - Texas tax planning and trusts -- Jeannine C Flynn, Harris County      Click to request assistance
Houston TX - Texas trust asset management -- Randall E Evans, Harris County      Click to request assistance
Houston TX - Texas charitable remainder trusts -- Sally S Andrews, Harris County      Click to request assistance
Houston TX - Texas living wills and medical directives -- Law Offices Of James H. Hard , Harris County      Click to request assistance
Humble TX - Texas estate taxes, income taxes and capital gains -- Lester R Buzbee III, Harris County      Click to request assistance
Hurst TX - Texas end of life bereavement -- Leach & Fox Attys PC , Tarrant County      Click to request assistance
Katy TX - Texas tax planning and trusts -- Adams Law Firm LLP The , Harris County      Click to request assistance
Katy TX - Texas trust asset management -- Donald M Crane, Harris County      Click to request assistance
Kerrville TX - Texas charitable remainder trusts -- Robert W Goff Jr Atty, Kerr County      Click to request assistance
Kerrville TX - Texas living wills and medical directives -- John W Carlson PC, Kerr County      Click to request assistance
Kingwood TX - Texas estate taxes, income taxes and capital gains -- Celia A Brown PC, Harris County      Click to request assistance
La Porte TX - Texas end of life bereavement -- Askins & Askins PC , Harris County      Click to request assistance
League City TX - Texas tax planning and trusts -- Diane D Clark Atty, Galveston County      Click to request assistance
League City TX - Texas trust asset management -- Stephen G Chudleigh, Galveston County      Click to request assistance
Liberty TX - Texas charitable remainder trusts -- Mangum-Merendino Michelle , Liberty County      Click to request assistance
Longview TX - Texas living wills and medical directives -- Florence & Florence Atty , Gregg County      Click to request assistance
Longview TX - Texas estate taxes, income taxes and capital gains -- Gregory J Wright, Gregg County      Click to request assistance
Lubbock TX - Texas end of life bereavement -- John Crews, Lubbock County      Click to request assistance
Lubbock TX - Texas tax planning and trusts -- Larry Elms Atty, Lubbock County      Click to request assistance
Lubbock TX - Texas trust asset management -- Donna L Courville, Lubbock County      Click to request assistance
Lufkin TX - Texas charitable remainder trusts -- Jeffery P Bates Atty, Angelina County      Click to request assistance
Lufkin TX - Texas living wills and medical directives -- Larry G Byrd, Angelina County      Click to request assistance
Lufkin TX - Texas estate taxes, income taxes and capital gains -- Jason S Armstrong Law Offices, Angelina County      Click to request assistance
Mansfield TX - Texas end of life bereavement -- Mark R Danielson Law Office, Tarrant County      Click to request assistance
Manvel TX - Texas tax planning and trusts -- Michael A Culling, Brazoria County      Click to request assistance
Marshall TX - Texas trust asset management -- Phillip B Baldwin Jr PC, Harrison County      Click to request assistance
Marshall TX - Texas charitable remainder trusts -- Carl Henry Franklin, Attorney At Law , Harrison County      Click to request assistance
McAllen TX - Texas living wills and medical directives -- David Crook Atty, Hidalgo County      Click to request assistance
McAllen TX - Texas estate taxes, income taxes and capital gains -- Bill Ellis Jr, Hidalgo County      Click to request assistance
McAllen TX - Texas end of life bereavement -- Allen Nicondra Chargois Atty , Hidalgo County      Click to request assistance
McKinney TX - Texas tax planning and trusts -- Karen C Caton, Collin County      Click to request assistance
Midland TX - Texas trust asset management -- Richard Booth Atty, Midland County      Click to request assistance
Midland TX - Texas charitable remainder trusts -- Cotton Bledsoe Tighe & Dawson PC , Midland County      Click to request assistance
Montgomery TX - Texas living wills and medical directives -- Joslynn Anderson Atty, Montgomery County      Click to request assistance
Paris TX - Texas estate taxes, income taxes and capital gains -- Law Offices Of Sydney Young , Lamar County      Click to request assistance
Pasadena TX - Texas end of life bereavement -- Shari L Glover Atty, Harris County      Click to request assistance
Pasadena TX - Texas tax planning and trusts -- Richard A Shuman PC Atty , Harris County      Click to request assistance
Pearland TX - Texas trust asset management -- Attorney Offices Of RT Willis PC , Brazoria County      Click to request assistance
Pearland TX - Texas charitable remainder trusts -- Marita A Irmiter, Brazoria County      Click to request assistance
Plano TX - Texas living wills and medical directives -- Robert H Botts Jr, Collin County      Click to request assistance
Plano TX - Texas estate taxes, income taxes and capital gains -- Bryan K Gallerson Atty, Collin County      Click to request assistance
San Angelo TX - Texas end of life bereavement -- Law Offices of Jody A Fauley, Tom Green County      Click to request assistance
San Antonio TX - Texas tax planning and trusts -- Edgar M Duncan, Bexar County      Click to request assistance
San Antonio TX - Texas trust asset management -- Frederick Deyeso Atty, Bexar County      Click to request assistance
San Antonio TX - Texas charitable remainder trusts -- William D Bailey, Bexar County      Click to request assistance
San Antonio TX - Texas living wills and medical directives -- Gutierrez & Heath , Bexar County      Click to request assistance
San Antonio TX - Texas estate taxes, income taxes and capital gains -- Carroll & Hinojosa , Bexar County      Click to request assistance
San Antonio TX - Texas end of life bereavement -- Kelly M Cross, Bexar County      Click to request assistance
San Antonio TX - Texas tax planning and trusts -- Rick Drury Atty, Bexar County      Click to request assistance
San Antonio TX - Texas trust asset management -- Pamela R Craig, Bexar County      Click to request assistance
San Antonio TX - Texas charitable remainder trusts -- Lisa Gonzales Atty, Bexar County      Click to request assistance
San Antonio TX - Texas living wills and medical directives -- John E Bakke III, Bexar County      Click to request assistance
San Antonio TX - Texas estate taxes, income taxes and capital gains -- Roland Echavarria , Bexar County      Click to request assistance
San Antonio TX - Texas end of life bereavement -- James R Bass, Bexar County      Click to request assistance
San Antonio TX - Texas tax planning and trusts -- Margaret Corning Boldrick, Bexar County      Click to request assistance
San Antonio TX - Texas trust asset management -- Patricia Ann Bauer, Bexar County      Click to request assistance
San Marcos TX - Texas charitable remainder trusts -- Barton W Bailey PLLC Law Offices Of , Hays County      Click to request assistance
San Marcos TX - Texas living wills and medical directives -- Rick Gillham, Hays County      Click to request assistance
San Marcos TX - Texas estate taxes, income taxes and capital gains -- Mike Gossett, Hays County      Click to request assistance
Sherman TX - Texas end of life bereavement -- Adam B Lecrone PC , Grayson County      Click to request assistance
Sherman TX - Texas tax planning and trusts -- Benjamin A Baker Atty, Grayson County      Click to request assistance
Sherman TX - Texas trust asset management -- Samuel W Graber, Grayson County      Click to request assistance
Southlake TX - Texas charitable remainder trusts -- Law Office of Shannon M Sears PC , Tarrant County      Click to request assistance
Southlake TX - Texas living wills and medical directives -- Justice & White PLLC , Tarrant County      Click to request assistance
Sugar Land TX - Texas estate taxes, income taxes and capital gains -- Richard T Bell & Associates PC, Fort Bend County      Click to request assistance
Sugar Land TX - Texas end of life bereavement -- William Engelhaupt, Fort Bend County      Click to request assistance
Sugar Land TX - Texas tax planning and trusts -- Nancy S Arnt Atty, Fort Bend County      Click to request assistance
Sugar Land TX - Texas trust asset management -- Andreason Law Firm , Fort Bend County      Click to request assistance
Sugar Land TX - Texas charitable remainder trusts -- Louis A Barrelli Atty, Fort Bend County      Click to request assistance
Sulphur Springs TX - Texas living wills and medical directives -- Frank Bauer Attorney at Law, Hopkins County      Click to request assistance
Temple TX - Texas estate taxes, income taxes and capital gains -- William T Wilson Atty, Bell County      Click to request assistance
Temple TX - Texas end of life bereavement -- Jim D Bowmer Atty, Bell County      Click to request assistance
Tyler TX - Texas tax planning and trusts -- Adams & Coker Atty , Smith County      Click to request assistance
Tyler TX - Texas trust asset management -- Thomas M Alleman, Smith County      Click to request assistance
Tyler TX - Texas charitable remainder trusts -- Jon K Alexander, Smith County      Click to request assistance
Victoria TX - Texas living wills and medical directives -- David Coffey, Victoria County      Click to request assistance
Waco TX - Texas estate taxes, income taxes and capital gains -- Joshua S Tetens, McLennan County      Click to request assistance
Waco TX - Texas end of life bereavement -- Terry L Vanderpool, McLennan County      Click to request assistance
Waco TX - Texas tax planning and trusts -- Donald J Baker, McLennan County      Click to request assistance
Waco TX - Texas trust asset management -- Nita Fanning, McLennan County      Click to request assistance
Waco TX - Texas charitable remainder trusts -- Wesley J Filer, McLennan County      Click to request assistance
Weatherford TX - Texas living wills and medical directives -- Bailey & Galyen Attorneys At Law , Parker County      Click to request assistance
Weatherford TX - Texas estate taxes, income taxes and capital gains -- Gary F Westenhover, Parker County      Click to request assistance
West Columbia TX - Texas end of life bereavement -- Doug Colvin, Brazoria County      Click to request assistance
West Lake Hills TX - Texas tax planning and trusts -- David Claflin, Travis County      Click to request assistance
West Lake Hills TX - Texas trust asset management -- Amy Bloomquist, Travis County      Click to request assistance
Wichita Falls TX - Texas charitable remainder trusts -- Robert W Goff Jr Atty, Wichita County      Click to request assistance
Wichita Falls TX - Texas living wills and medical directives -- Erwin Davenport, Wichita County      Click to request assistance
Wichita Falls TX - Texas estate taxes, income taxes and capital gains -- Dan C Campbell, Wichita County      Click to request assistance
Wimberley TX - Texas end of life bereavement -- Bill Cline, Hays County      Click to request assistance

 

Contact Texas Estate, Tax, Trust, Retirement, or Medicaid Planning

For the convenience of the public, care providers are listed on this page to show services available in a particular area. We cannot verify the business practice or the background of providers listed on this page. As a result, we do not provide contact information. Members of the Care Planning Council of Texas, listed on this site, have agreed to abide by a code of ethics. If you wish to contact a member of the Care Planning Council of Texas regarding any of the eldercare services listed on this page, please fill out the form below and a council member will contact you. Please be aware that your information may be shared with other members of the Care Planning Council who might be able to help you as well. Read Our Disclaimer.

 

CPCTx

Let Us Help You with Your Eldercare Problems or Questions

The Care Planning Council of Texas (CPCTx) lists companies and individual providers on this website who help families deal with the crisis and burden of long term care. One purpose of this website is to educate the public on the need for care planning before a crisis occurs. A second purpose is to provide, in one place, all of the available government and private services for eldercare. Finally, our ultimate mission is to offer a trusted listing service that the public will recognize and turn to for expert help in dealing with the challenges of long term care.

 
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About Estate Planning and Trust Management

Estate Planning
Trust Management

Estate Planning

A key deficiency in the process of planning for long term care occurs when seniors fail to provide for orderly distribution of assets at death and fail to let their family know what to do when the senior can no longer handle his or her own affairs.

Estate planning from a qualified estate planning attorney, a financial adviser who specializes in estate planning or a CPA planner is the design of documents to provide the orderly transfer of assets and property to the next generation. Wills, living trusts and a myriad of other trust documents or business arrangements to avoid estate taxes, income tax and real estate capitol gains are some of the principal documents used. Estate planning also concerns issues of business succession or disability of a business owner.

Many estate planners are also adding final directive or end-of-life documents such as living wills, powers of attorney and special medical directives. But often these are considered secondary to the process of transferring assets or property. Unfortunately, these documents are much more important to family caregivers dealing with the needs of elderly loved ones.

Estate planners also need to become more involved in the planning process for long term care by helping in the production of a written long term care plan. This should also include meetings with potential family caregivers and instructions or checklists for these people. This important aspect of planning is often overlooked.

Elders or their families who are assisting them should insist on more careful planning for long term care issues when doing an estate plan.

Some advisers have recognized this need and have put together a team of experts such as attorneys, care managers and financial planners who provide a more complete and comprehensive approach to estate planning, long term care and end-of-life issues.

Trust Management

Many people who create trusts or wills or both will designate a trust company or bank to be a trustee for their property instead of using a member of the family or close friend to do this. The reason is that, all too often, assets are mismanaged or even stolen by family members or friends. Using a trust company that has a legally mandated, public fiduciary responsibility avoids this problem.

Trust companies are valuable partners in the management of trusts and in the process of estate planning. These companies, for a small fee, will manage and invest assets, maintain escrow accounts, hold property pending an exchange sale, provide life insurance and income annuities and provide safekeeping of valuables.

A trust is a legal document that "entrusts" property to a trustee (a bank, attorney, individual or trust company) to manage for a person or persons (beneficiaries of the trust) whom the maker of the trust wants to benefit. In most cases, the maker of a trust is creating a benefit for a loved one that will be distributed after the death of the creator or maker of the trust. Trusts usually involve very specific and detailed instructions on how a trustee is to carry out the duty of managing or distributing the property on behalf of a beneficiary.

A trustee will manage investments, keep records, manage assets and prepare court accountings, paying bills and (depending on the nature of the trust) medical expenses, charitable gifts, inheritances or other distributions of income and principal.

A trust relationship is also created in a will when the maker of the will specifies an entity to be an executor or personal representative of the estate. This person or company then becomes a trustee for the deceased individual who made the will. The responsibilities of an executor in settling the estate of a deceased person include collecting debts, settling claims for debt and taxes, accounting for assets to the courts and distributing wealth to beneficiaries.

A third party trust officer such as a bank, attorney or trust company may also assume the role of a guardian for a minor child, distributing assets in a prearranged manner when the child becomes an adult. Or the trust officer may also act on behalf of a developmentally disabled or mentally retarded person distributing assets under a special needs trust.

Trusts are most often used with estate planning. The purpose of estate planning is to minimize the cost and streamline the process of distributing assets to the next generation. Here are some of the more common reasons people create trusts in estate planning.

  • To avoid probate
  • To minimize or eliminate estate taxes
  • To create life insurance trusts
  • To avoid capital gains taxes on the sale of property
  • To create an annuity income through charitable gifting
  • To receive a charitable gifting income tax deduction
  • To manage assets on behalf of a minor or someone who can't handle his or her own affairs