Estate & Gift Tax Planning & Other Services

Whitley Penn works to build relationships with clients from the initial design stage of an estate plan, through implementation, compliance, and beyond to the beneficiaries. We help clients transition from the simple to the complex structures that often come with advanced estate planning. However, no single solution works for all clients. Whitley Penn takes a consultative approach to each situation understanding there are complex family issues and multiple factors that will make up the financial landscape. The fundamentals are viewed as:

• Wealth preservation and estate planning
• Structuring of trusts and other entity choices
• Use of family limited partnerships and other family-controlled entities
• Multiple-generation planning
• Business succession planning
• Integration of charitable giving goals with income and estate tax planning
• Estate tax and gift tax compliance
• Practical daily operations