Wealth Preservation

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 innovative and comprehensive planning strategies to address clients' wealth transfer and asset protection objectives in a tax-efficient manner.  

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

  • Estate Planning
  • Probate, Trust and Estate Administration
  • Marital Property Planning
  • Executive Planning
  • Emerging Business Planning
  • Tax Options and Stock Planning
  • Charitable Planning
  • Asset Protection Planning
  • Business Succession Planning
  • Buy/Sell Agreements, Transfer Restrictions and Rights of First Refusal

Among our attorneys are (1) four Fellows of the American College of Trust and Estate Counsel (ACTEC), (2) a Council Director of the ABA’s Tax Section, (3) former Chair of the ABA's Estate and Gift Taxes Committee, and (4) former Chairs of the Houston and Dallas Bar Associations' Probate, Trusts and Estates Sections.  We remain in the forefront of developing and implementing defense of emerging wealth preservation and transfer strategies.  We are frequent speakers before professional associations throughout the United States.

The Wealth Preservation Practice Group's services are enhanced by Winstead’s firmwide knowledge resources in other practice areas such as corporate, tax, litigation, securities, executive compensation, finance, oil and gas, and real estate law.

We recognize that super affluent clients have numerous advisors (such as investment management, insurance, accounting professionals) 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, most coordinated, and most defensible gift, estate, asset planning and business planning possible—while endeavoring to protect clients' privileges.

Estate Planning Questionnaire

If you would like to visit with us about your 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 - Husband & Wife (PDF file)
Married Persons - Spouse (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 may have questions or prefer not to answer.  Please then provide a copy of your questionnaire to one of the attorneys in our Wealth Preservation Practice Group.

Search Tips:

You may use the wildcard symbol (*) as a root expander.  A search for "anti*" will find not only "anti", but also "anti-trust", "antique", etc.

Entering two terms together in a search field will behave as though an "OR" is being used.  For example, entering "Antique Motorcars" as a Client Name search will find results with either word in the Client Name.


AND and OR may be used in a search.  Note: they must be capitalized, e.g., "Project AND Finance." 

The + and - sign operators may be used.  The + sign indicates that the term immediately following is required, while the - sign indicates to omit results that contain that term. E.g., "+real -estate" says results must have "real" but not "estate".

To perform an exact phrase search, surround your search phrase with quotation marks.  For example, "Project Finance".

Searches are not case sensitive.

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