Estate Tax

A well-crafted estate plan is made up of two distinct yet interrelated parts:  a plan for the passage of your assets and the documents that will put your plan into effect, both while you are alive and at your passing. Our professionals will work with you and your legal counsel to develop a comprehensive estate plan that considers all aspects of your financial situation.

When considering estate planning, there are many solutions:

  • Annual and lifetime gifting programs
  • Revocable (living) and irrevocable (permanent) trusts
  • Charitable planning and trusts

Each individual situation is unique, involving your family, business and legacy. Our discovery process will help you arrive at specific goals to be achieved through the identification of proven estate-planning strategies implemented with well-crafted documents.

Teal Dakan

Partner

Teal Dakan

Partner

Private Client Services

1201 Walnut Street, Suite 1700
Kansas City, MO 64106-2246

Kansas City
816.221.6300

Patricia Quintana-Perron

Partner

Patricia Quintana-Perron

Partner

Private Client Services

10001 Reunion Place, Suite 400
San Antonio, Texas 78216-4137

San Antonio
210.341.9400

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