Private Client Group

Private Client Group

Oaks, 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 consists of family fortunes spanning generations, the attorneys of OHD’s Private Client 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.

With offices in Houston and Austin, our attorneys represent clients throughout Texas and beyond. We welcome you to learn more about our services below or to contact OHD for more information about how we may serve you.

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… Read More

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. The Texas busine… Read More

Charitable Planning

OHD’s Private Client Group advises individuals and charities on giving. Our Texas charitable planning attorneys can assist you in structuring and implementing planned gifts to charity and charitable trusts, as well as by forming and obtaining tax… Read More

Estate Planning

Whether you own a successful business, enjoy a productive career, are a frugal saver, or are a successful investor, your estate represents a lifetime investment of your energy and resources. Having made that investment, you owe it to yourself to care… Read More

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 Texas guardianship attorneys have experience in handling contested matters in this… Read More

International Tax and Trust Planning

The firm advises non-United States Resident Aliens when investing in the United States, immigrating to the United States, or providing for their children who are U.S. citizens or Residents. The practice includes foreign corporation and foreign trust… Read More

Probate, Trust and Tax Litigation

OHD’s Private Client Group represents executors, trustees, heirs and beneficiaries in disputes involving probate, estates and trusts. We have experience with the legal and emotional issues that can accompany an intra-family dispute, so we can… Read More

Trust and Estate Administration

The probate process is not enjoyable and can be a very emotional and tedious process. OHD’s Private Client Group makes every effort to take the burden off of you and handle the process with experienced trust and estate administration professi… Read More