Where Clients’ Wishes and Estate Planning Work. Together.

In our counsel to high net worth individuals, fiduciaries, financial institutions and charities, Winstead attorneys develop and implement innovate approaches that meet clients’ objectives in a tax efficient manner.

With a particular focus representing the super affluent, Winstead’s Wealth Preservation Practice Group counsels business owners and executives, families and closely held businesses in all aspects of wealth preservation, protection and transfer. Our practice experience and background includes:

• Business Succession Planning
• Charitable Planning
• Creditor Planning
• Emerging Business Planning
• Estate Planning
• Executive Planning
• International Planning
• IRS Controversy
• Marital Property Planning
• Probate, Estate and Trust Administration
• Tax Options and Stock Planning
• Trust and Estate Litigation

Among our practice group attorneys are a Fellow of the American College of Trust and Estate Counsel (ACTEC), Chairman of the ABA’s Estate and Gift Taxes Committee and former Chairs of the Houston and Dallas Bar Associations' Probate, Trusts and Estates Sections. We remain in the forefront of emerging issues and planning in wealth preservation and are frequent speakers before professional associations around the country. 

The Wealth Preservation Practice Group's services are enhanced by Winstead’s entire firmwide knowledge resources in areas such as corporate, tax, litigation, securities and real estate law.

We recognize that super affluent clients have numerous advisors (investment management, insurance, accounting), and that clients are best served when all of their advisors work together. We focus on a "team approach" – working with clients' other advisors to ensure each client receives the best and most coordinated estate and business planning possible. 

Estate Planning Questionnaire

If you would like to visit with us about your estate planning needs, please take a moment to complete our estate planning questionnaire for single persons or for married persons.

Single Persons (PDF file)
Married Persons (PDF file)

The questionnaire will help you organize your thoughts about estate planning and provide us information about your family and finances. Completing the questionnaire in advance of an initial conference with one of the attorneys in our practice group will allow the initial conference to be much more productive. If you choose to complete it, please fill it out as much as possible, either skipping or placing question marks on those items that seem inapplicable or about which you have questions or simply don't know the answer. Please bring your questionnaire to your appointment with one of the attorneys in our Wealth Preservation Practice Group.