Estate Planning

Gray Reed’s Estate Planning practice is on the short list for high-net-worth families and individuals that need the most advanced, value-driven strategies for protecting sophisticated assets and business interests, preserving wealth through multiple generations, and minimizing estate, gift and generation-skipping taxes. Our depth and breadth of experience in complex estate planning are second to none, and we excel at achieving clients’ goals in highly-complicated cases where there’s no one-size-fits-all solution.

Estate Planning and Wealth Preservation Capabilities

Our estate planning team helps clients navigate the wide variety of challenges they may face, including unique family dynamics, multiple business interests, federal and state tax laws, large future liquidity events, charitable giving, special assets such as art and vacation homes, plus much more. We advise on every aspect of strategy and implementation, whether we’re creating a new comprehensive estate plan or modifying an existing one to address changes in our client’s goals and circumstances.

We counsel clients on the entire range of sophisticated estate planning and wealth preservation devices, including:

  • Wills
  • All types of revocable and irrevocable trusts
  • Trust modifications
  • Asset protection planning
  • Family limited partnerships
  • Limited liability companies
  • Business succession planning
  • Powers of attorney
  • Directives to physicians
  • Gift transfers
  • Beneficiary designations for life insurance and retirement accounts
  • Charitable planning and gift agreements
  • Pre-marital and post-marital agreements

Interdisciplinary Approach

Our estate planning clients value the convenience and efficiency of having access to the firm’s full-service capabilities. We collaborate with experienced colleagues across several practice areas, from taxation, corporate law and real estate to family law, oil and gas, intellectual property and many others. We also work with clients’ existing teams of family accountants, wealth advisers, life insurance professionals and other advisers to brainstorm ideas and optimize their estate planning and wealth preservation strategies.

Our Purpose is You.

Clients come to us when they’re facing complex or one-of-a-kind estate planning issues that can’t be solved with a simple will or boilerplate form. They need our firm’s considerable experience and diverse capabilities, and they know we’ll do everything we can to protect their interests. Clients also benefit from our commitment to delivering the highest quality legal services at a cost-effective price point that aligns with their resources.