Estate Planning, Wills, Trusts and Living Trusts

The Law Office of Michael P. O’Brien, P.C. provides a practical, efficient and comprehensive approach to the practice of Estate Planning, advising clients and implementing plans, involving the use of the one or more of the following:

Wills & Estate Planning

Clearly State your Wishes
Include Special instructions
Clearly Name and identify your Family and Beneficiaries
Clearly state how your assets are to be divided or distributed
Provide for an orderly and efficient Administration of your Estate
Reduce Estate Tax and Costs of Settling your Estate
Testamentary Trusts, if appropriate
Contingent Trusts for minor children or grandchildren, if applicable
Guardianship for minor children, if appropriate
Asset Protection Trust for single parents and blended families
Provisions the care and custody of Pets
Name a qualified people to manage and distribute your Estate
Shelter & Offer Asset Protection

Trusts & Living Trust

Revocable and Irrevocable Trusts
Trust and Living Trust Administration
Marital Deduction Trusts
By-Pass Trusts
Asset Protection Trust
Generation Skipping Transfers
Living Trusts
Trustee Misconduct & Accountability
Termination of Trust
Termination of Living Trust

Family Limited Partnerships
Business Organizations and Agreements for closely held family businesses
Pre-Marital and Post-Marital Agreements
In Depth Review and Planning for Probate and Non Probate Transfers Including:

Gift Deeds & Deeds with Life Estates
IRA Transfers and Beneficiary Designations
Bank Accounts and Beneficiary Designations
Brokerage Accounts and Beneficiary Designations
Joint Tenancy Accounts with Rights of Survivorship
Pay on Death (POD) Designations
Life Insurance Beneficiary Designations
Retirement and 401K Plans and related Beneficiary Designations
Coordination of Distributions
Out of State Real Estate and Property

Powers of Attorney or Living Wills

The Law Office of Michael P. O’Brien, P.C. provides practical and efficient approach to counseling clients regarding their needs for Powers of Attorney, advance medical directives, pre-need guardianships designations and organ donations. These Types of Documents allow clients to effectively plan for the future while maintaining responsible for their own affairs for as long as they are able.

STATUTORY DURABLE POWER OF ATTORNEY

A Durable Power of Attorney gives one or more people, the power and authority to manage your finances. This legal document names an "Agent" and outlines what authority you have given an Agent. The legal authority for this document is established by the Texas Legislature for designating an agent empowered to take certain actions regarding property and finances. “Durable” means that the Power of Attorney is still valid even if you later become disable. Texas Probate Code Section 490 describes this Power of Attorney.

HEALTH CARE POWER OF ATTORNEY

A Health Care Power of Attorney appoints a health care "Agent" and allows that Agent to make health care and medical decisions on your behalf in the event of your incapacity. This legal document allows your agent to discuss treatment options with your doctor and allows your agent to give permission for medical treatment. The legal authority for this document is established by the Texas Legislature for designating an agent empowered to take certain actions regarding health care and medical decisions and described in the Texas Health and Safety Code Sections 166.163 and 166.164.

DIRECTIVE TO PHYSICIANS, FAMILY AND FRIENDS

A Directive to Physicians, Family and Friends instructs the medical facility and staff whether you want your life sustained if it becomes improbable that you will regain quality of life, This document is also known as a “Living Will” or “Advance Directive.” The legal authority for this document is established by the Texas Legislature for designating an agent empowered to take certain actions regarding health care and medical decisions and described in Texas Health and Safety Code Section 166.033.

LIMITED POWERS OF ATTORNEY

Appointment of an Agent to Control Disposition of Remains - The legal authority for this document is established by the Texas Legislature for designating an agent empowered to take certain actions regarding the funeral arrangements and described in Texas Health and Safety Code Section 711.002.

Please contact the Law Offices of Michael P. O’Brien, P.C. to schedule an initial no-cost confidential consultation, you may call the office at (361) 851-8100 or email Michael P. O’Brien, P.C.