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Areas of Practice |
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Private Clients GroupOaks, Hartline & Daly offers a wide range of services to individual clients and closely-held family companies in the areas of estate and tax planning, asset protection planning, estate and trust administration, business succession planning, charitable gift planning and probate, trust and tax litigation. Whether your estate is small or large, newly created or family fortunes spanning generations, the attorneys of OHD’s Private Clients Group can provide a broad range of services, with particular emphasis on the preservation of wealth, asset protection and the minimization of wealth transfer and income taxation. Estate Planning Whether you own a successful business, enjoy a productive career, are a frugal saver, or a successful investor, your estate represents a lifetime investment of your energy and resources. Having made that investment, you owe it to yourself to carefully devise a plan which meets your needs and desires. Whether your estate is large or small, you can be assured that our attorneys can create a plan tailored to your needs. We realize that planning your estate can be a stressful process and that every individual client has different needs and goals. Your ease and peace of mind is our goal when we work together to develop your estate plan, and our estate planning attorneys make it easy. We also do not just draft documents and send you on your way; we are there to assist you with the implementation of your estate plan. The work of OHD’s Estate Planning & Probate attorneys extends beyond the preparation of wills, trusts and disability planning documents. We are able to advise you in the preparation and implementation of an array of sophisticated estate planning strategies. We often charge our clients a flat fee for estate planning services, and our initial meeting with you is done at no charge. After we have had an opportunity to visit with you about your estate planning needs, we will quote you our flat fee before beginning any work, so that you know what your plan will cost. Probate, Trust and Estate Administration The probate process is not enjoyable and can be a very emotional and tedious process. We make every effort to take the burden off of you and handle the process with experienced professionals. We prepare probate documents and handle the probate process for you and provide post-mortem income and estate planning while ensuring that key deadlines and documents are handled in a timely and proper manner. If needed, we also prepare and assist in the preparation of federal estate and gift tax returns. Asset Protection Planning We live in a litigious society. Many individuals work in high risk professions such as physicians, real estate developers, engineers, attorneys and executives at public companies. Family issues, such as divorce and substance abuse, can create a need for family wealth protection planning. OHD’s Private Client attorneys believe that asset protection planning and estate planning go hand-in-hand. We can develop a simple plan or a very sophisticated asset protection plan to give you peace of mind that the resources you’ve worked so hard to accumulate will be preserved for generations. We are also experienced in both domestic and international asset protection planning. Business Succession Planning The closely-held business is a unique asset. Most often, it has substantial value but has only limited marketability for its ownership interests. Its owners are also unique and have a strong sense of identification with the business. We are able to develop tax-efficient strategies for transferring ownership and control through family generations without an adverse impact on the business itself. Charitable Planning OHD’s Private Client Group advises individuals and charities on giving. We can assist you in structuring and implementing planned gifts to charity and charitable trusts and by forming and obtaining tax-exempt status for private foundations and supporting organizations. Probate, Trust and Tax Litigation We represent executors, trustees, heirs and beneficiaries in disputes involving the probate, estates and trusts. We have the experience with the legal and emotional issues that can accompany an intra-family dispute, so we can assist in obtaining a timely and just resolution for our clients. Additionally, we represent clients in controversies concerning federal estate and gift tax before the United States Tax Court and in the United States District Court. Guardianships OHD’s Private Client Group can assist you with obtaining a guardianship over a proposed ward or finding alternatives such as court-created trusts. In addition, our attorneys have experience in handling contested matters in this area. Corporate, Tax, General Business, Banking, Real Estate and Bankruptcy GroupOur corporate and tax practice emphasizes planning for complex business transactions, including formation of entities, business combinations, business divisions, acquisitions, sales and contested tax matters. We structure transactions for many types of entities, including publicly traded and closely- held corporations, S corporations, trusts, general and limited partnerships, limited liability companies, joint ventures, tax-exempt organizations and foreign entities, as well as transactions for individuals and sole proprietorships. We handle corporate reorganizations and acquisitions, venture capital financing, real estate and oil and gas syndications, master limited partnerships, tax controversies and litigation and state margin, property and sales taxes. Attorneys in the banking, real estate and bankruptcy practice are involved in the acquisition and sale of real property, real estate financings and refinancings, loan workouts, restructures, foreclosures and bankruptcy. Litigation GroupThe Litigation Practice of OHD represents clients in the State of Texas and throughout the nation before administrative agencies and arbitration tribunals. Our litigators are committed to working closely and collaborating with our clients in order to develop litigation strategies that best suit their individual needs. At the same time we provide clients with the highest quality of representation by implementing years of experience, ingenuity, the use of cutting edge technology and a strong work ethic. Litigation Areas:
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