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Business Law
Serving The Woodlands

Wealth Preservation

Wealth Preservation, Estate Planning & Probate

This probate group is led by Steven J. Clausen, who is a senior member of the firm. The attorneys at Hopkins Centrich Law who practice in the Wealth Preservation and Estate Planning Group focus their practice on many facets of wealth preservation planning, estate planning, legacy planning, probate and trust administration, asset protection planning, trust and estate litigation, charitable gift planning and related areas of tax, trust and fiduciary law. The Wealth Preservation, Estate Planning Practice and probate Group performs important estate, wealth preservation, and tax planning for clients of various economic means and family situations. Hopkins Centrich Law attorneys have represented a broad range of family businesses and individual clients ranging from those with assets valued at over one billion dollars to those with holdings of several hundreds of thousands of dollars.

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Hopkins Centrich Law

Asset Protection and Estate Planning

The attorneys at Hopkins Centrich Law advise individual and business clients in The Woodlands, Houston, San Antonio and Austin, Texas, as well as surrounding areas, about strategies for preserving wealth and transferring it to their families or their beneficiaries. Our clients have diverse backgrounds, professions, family circumstances and asset holdings. They include owners of closely-held businesses, senior executives of publicly-held corporations, individuals with substantial inherited wealth, professionals such as doctors, lawyers and educators and extended families with complex asset holdings and family offices. Our wealth transfer, tax and estate planning for these diverse clients must be customized to individual circumstances and objectives. Hopkins Centrich Law delivers its skilled services based on the needs of our clients.

Our many years of experience have exposed us to a wide variety of situations and have taught us to be good listeners and to respond timely to our client’s concerns. Our clients typically want more than strategies to minimize taxes. They seek our judgment about the protection of wealth from creditors, failed marriages and possible fiscal irresponsibility of beneficiaries. They want our views about the impact of wealth on younger family members and our suggestions about educating younger generations on wealth management and philanthropy.

Our wealth preservation and estate planning work generally leads to the preparation of wills, trust agreements, powers of attorney, and medical directives and in appropriate cases, limited partnership, limited liability company documents and buy-sell agreements. Our planning documents are drafted for the unique circumstances of every client and reflect emerging legal, estate planning and tax issues, and, most importantly, are customized to fit the particular circumstances of each client. If you need assistance, Please contact Mr. Clausen.

Business Law
Serving The Woodlands
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Business Law
Serving The Woodlands

Estate and Trust Administration, Probate Litigation and Related Services

Hopkins Centrich Law represents executors, administrators and trustees in their probate of wills and administration of estates and trusts. Our clients include family members who have no prior experience with fiduciary roles as well as large and sophisticated banks and trust companies.

Our work for these fiduciaries includes probating wills, assistance with the collection and valuation of assets, compliance with probate, estate and trust laws, preparation or review of income and estate tax returns, special legal issues that arise during the course of estate or trust administration, and proceedings at the end of estate or trust administration to discharge the fiduciaries from liability.

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Charitable Planning

The attorneys at Hopkins Centrich Law regularly represent clients in disputes involving estate and trust matters. We have appeared before the courts of Harris, Montgomery and Travis counties in Texas, as well as other counties around The Woodlands, Houston, San Antonio and Austin, Texas, and from time to time before other courts throughout the state. Estate and trust disputes can take a variety of forms. A few of the more common forms of contested case that we handle are:

  • Will and trust contests.
  • Will and trust construction cases.
  • Trust modification cases.
  • Breach of fiduciary duty cases.
  • Amount of an executor, aministrator or trusts.

Avoiding Conflict Between Spouses’ Interests

Many of our clients are charitably minded. They seek our advice about alternative strategies for their philanthropic giving and the tax consequences associated with it.

Business Law
Serving The Woodlands

We regularly prepare charitable remainder trusts and charitable lead trusts. We help clients to establish private charitable foundations and to secure IRS recognition of their tax-exempt status, as well as advising about legal and tax issues that arise during the ongoing administration of such foundations. If you need assistance with charitable planning, Please contact Mr. Clausen.

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Business Law
Serving The Woodlands

Estate Planning

  • Estate Planning
  • Asset Protection Planning
  • Beneficiary Controlled Trusts
  • Charitable Remainder & Lead Trusts
  • Creditors' Claims
  • Dynasty Trusts
  • Family Limited Partnerships
  • Generational Wealth Planning and Counseling
  • Grantor Retained Annuity Trust
  • Incentive and Educational Trusts
  • Income, Gift, and Estate Tax Minimization Strategies
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  • Installment Sales to Grantor Trusts
  • Integration of Employee Benefits, IRAs, and Life Insurance
  • Philanthropic Advice
  • Post Mortem Tax Planning
  • Powers of Attorney
  • Premarital Agreements
  • Private Annuities
  • Private Foundations
  • Qualified Personal Residence Trusts
  • Qualified Subchapter S Trusts
  • Revocable Trusts
  • Self-Cancelling Installment Notes
  • Spousal Access Trusts
  • Structuring Charitable Gifts & Scholarships
  • Valuation Planning
  • Wills
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Serving The Woodlands
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Business Law
Serving The Woodlands

Probate

  • Breach of Fiduciary Duty Suits
  • Probate
  • Determination of Heirship Proceedings
  • Expert Witness Services
  • Guardianship
  • Income Taxation of Trusts & Estates
  • IRS Audits, Appeals, Tax Litigation
  • Preparation of Federal Estate & Gift Tax
  • Probate Litigation
  • Removal of Executor or Trustee
  • Removal of Executors and Trustees
  • Representation of Beneficiaries of Trusts and Estates
  • Representation of Executors, Administrators, and Trustees
  • Service as Executor, Administrator, or Trustee
  • Will and Trust Interpretation Suits
  • Will and Trust Interpretation
  • Will Contests
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FAQ

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