The Firm offers a broad array of legal services for individuals and businesses throughout Texas, including:
* wills and trusts * business transactions and contracts * tax matters
* probate * business succession planning * charitable giving
* real estate * purchases and sales of businesses * estate management
* farm & ranch legal & tax matters * entity selection and formation (LLCs, S Corps, LPs)
If you have a legal matter that is of a type outside of our practice areas, we will be pleased to either provide you with a list of other professionals with whom we have experience or to the Lawyer Referral Service.
There are fundamentally three aspects involved in making an estate plan, which are almost always in tension with one another. There is the legal aspect (i.e. the Will, any trusts, limited partnerships, LLCs, etc.), the tax aspect (i.e. minimizing income taxes, gift taxes, estate taxes, etc.), and the investment aspect (i.e. maximizing return and minimizing risk or volatility). Many people have experienced the frustration of iterating among their estate planning attorney, their CPA, and their investment advisor, trying to get all three to agree on an estate plan. Our attorneys are either practicing CPAs or MBAs and have extensive experience in financial coaching. Due to the depth and breadth of its professionals, the firm offers either "one stop" efficiency, or competent coordination with your existing financial advisor. Tax preparation services for individuals, trusts, and business entities are available through the CPA firm of
Scofield Drake & Company, P.C.