Karen S Gerstner
Karen S. Gerstner & Associates, P.C., specializes in Estate Planning, Tax and Estate Planning for Retirement Benefits, Probate, Estate and Trust Administration and other areas relating to the protection and transfer of family wealth.
ESTATE PLANNING
* Wills and Trusts (Including Living Trusts)
* Gift Trusts (Including Related IRS Gift Tax Filings)
* Life Insurance Trusts (Including Related IRS Gift Tax Filings)
* Life Insurance Planning (Including Split-Dollar Arrangements)
* Retirement Benefit Distribution Planning
* Tax-Planned Charitable Giving
* Planning Relating to Disability and Incapacity
* Tax Planning and Advice
* Business Succession Planning
* Asset Preservation Planning
* Family Limited Partnerships
* Special Needs Trusts
ESTATE ADMINISTRATION
* Probate
* Estate Administration
* Estate Tax Compliance (Returns and Audits)
* Inheritance Tax Compliance (Returns and Audits)
* Trust Funding and Trust Administration
* Post-Mortem Estate Tax Planning
* Post-Mortem Personal Income Tax Planning
* Post-Mortem Dispute Resolution and Family Settlement Agreements
BUSINESS ORGANIZATIONS
* Business Tax Planning and Advice
* Entity Selection and Design
* Formation of Corporations and Partnerships
* Formation of Limited Liability Companies/Partnerships
* Buy-Sell Agreements
* Business Entity Sales
* Deferred Compensation Arrangements
* Employment Contracts
TAX-EXEMPT ORGANIZATIONS
* Non-profit Corporations
* Public Charities
* Private Foundations
* Charitable Trusts
ADVISING LOTTERY WINNERS
* Preparation of Documents and Claim Forms
* Related Tax and Estate Planning
Fellow - American College of Trust & Estate Counsel
Karen S Gerstner & Associates PC
5615 Kirby Dr #306
Houston TX 77005-2445
Tel: 713 520-5205
Fax: 713 520-5235
E-mail: karen@gerstnerlaw.com
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