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Probate and Trusts

Experienced Texastrusts and probate attorney

With 40 years of experience, Robert M. Herman at Robert M. Herman, P.C. possesses in-depth knowledge about all aspects of trusts and probate issues, including:

  • Living trusts
  • Trust administration
  • Living wills
  • Probate
  • Probate and will disputes
  • Wills drafting and execution

Trusts

Once a trust is established by a grantor, its operation must be overseen by a qualified administrator. This trustee manages the investment of funds and distribution of assets according to the grantor’s design contained in the trust’s documents. Trust administration requires careful attention to each detail of the grantor’s wishes. A conscientious trustee must have comprehensive knowledge of the law and be scrupulous regarding client service. Robert M. Herman provides highly ethical and reliable administration to a variety of trusts, maintaining the fiscal strength of these entities to serve beneficiaries through the intended life of the trust. He is available to provide legal services to new clients on a wide variety of trusts, including:

  • Credit shelter trusts (CST)
  • Incentive trusts
  • Living trusts
  • Generation-skipping trusts
  • QTIP trusts
  • Charitable remainder trusts
  • Irrevocable life insurance trusts

Probate

Robert M. Herman applies his extensive knowledge about Texas probate court to guide you through the complex process of probating a will. He assists executors in all steps of the process, including:

  • Creating a plan of action to probate the estate fairly and expeditiously
  • Filing the will with the probate court in Texas
  • Closing and opening bank accounts
  • Transferring assets from the deceased to the estate
  • Valuating the estate
  • Managing and liquidating assets as appropriate
  • Paying taxes and other debts
  • Locating beneficiaries
  • Hiring professionals and experts when necessary

Contact a meticulous estate planning lawyer today.

Robert M. Herman, P.C. serves clients in Dallas and throughout Collin, Dallas and Denton Counties in Texas.

Call Robert M. Herman, P.C. at 214-692-5858 today to schedule a free initial consultation, or contact the firm online.