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Life Care Planning

Elder Law

Basic Estate Planning (Simple Wills)

Tax Planning Wills

Revocable Living Trust Planning

Elder Law--Asset and Benefit Protection

Estate Probate and Guardianship

Trust Funding Services

Irrevocable Trust Planning

Business Planning

Asset Protection Planning

 

BASIC ESTATE PLANNING (SIMPLE WILL)

            Basic planning customized to each client which can result in some or all of the following documents--Wills; Durable Powers of Attorney; Medical Powers of Attorney; Advanced Directive to Physicians; Declaration of Guardian; Anatomical Gift Form.          top of page

 

TAX PLANNING WILLS

            Basic Estate Planning with the addition of Credit Shelter and Bypass Trusts in Wills.  top of page

 

REVOCABLE LIVING TRUST PLANNING

            Basic Estate Planning with the addition of a Revocable Living Trust including, as required, Credit Shelter and Bypass Trusts, QTIP and reverse QTIP Trust; Generation Skipping Transfer Tax planning for children and grandchildren; bloodline protection; Affidavit of Trust.  top of page

 

ELDER LAW--ASSET AND BENEFIT PROTECTION

            Customized planning designed to protect assets from loss to nursing home costs through strategies of protection.  Various tools are employed in this planning as necessitated by the circumstances.   top of page

 

ESTATE PROBATE AND ADMINISTRATION

            Assisting clients who have not planned for probate avoidance through the intricacies of the Texas probate process at death and through administration of their estates and trusts for the benefit of their loved ones.   top of page

 

TRUST FUNDING SERVICES

            Assisting clients in the important process of transferring assets into trust.  Some or all of the following documents may be used:  Assignment of Personal Property; Real Estate Deeds; Mineral Deeds or Assignments; Instructions for Funding; Receipt, etc.   top of page

 

IRREVOCABLE TRUST PLANNING

            Advanced planning employing:  Insurance Trusts; Gifting Trusts; Special-purpose Trusts; Legacy Trusts for IRAs and Retirement Plans, etc.   top of page

 

ASSET PROTECTION PLANNING

            Customized planning designed to reduce the liability of clients and protect their assets from the encroachment of claims of inadvertent creditors arising from such things as tort claims, malicious lawsuits, accidents, etc.  Various tools are employed in this planning as necessitated by the circumstances. top of page

For further help with Comprehensive Estate Planning Terminology click The Alphabet Soup of Comprehensive Estate Planning

 

Biography

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Mark R. Ensign, JD, CPA
Copyright 2004 Ensign Law Firm, P.C. All rights reserved.
Revised: 8/12/09

          Not certified by Texas State Board of Legal Specialization