Wealth Transfers

Estate Planning ♦ Planning With Family Businesses

At Marjorie S. Schultz & Associates, we provide wealth transfer planning services to Houston-area families. We also assist limited liability companies, partnerships, and corporations with business development plans that include initial entity selection, contract drafting and business succession planning.

Estate Plans

Our attorneys help to create valuable estate plans for individuals, families and businesses. Whether you want to create a plan tailored to the needs of your children, are interested in enhancing your charitable giving, or need help with family legacy planning, we have the knowledge and experience to help.

We focus our estate planning practice in the following areas:

• Wills
• Trusts
• Family limited partnerships and other closely-held entities
• Charitable giving, including private foundations
• Retirement asset planning
• Business continuity planning
• Life insurance planning

Family Business Planning

We assist family businesses in the following ways:

• Entity selection and design
• Incorporating for-profit and tax-exempt organizations
• General and limited partnerships
• Limited liability companies
• Drafting employment agreements and salary continuation agreements
• Negotiating and drafting buy-sell agreements
• Handling stock purchases
• Estate planning for family business owners

Our Experience

At Marjorie Schultz & Associates, our attorneys have assisted families and business with their estate planning and family business planning for over 30 years. Attorney Laura Devitt has a Masters Degree in social work and Attorney Schultz is a Certified Estate Planning and Probate Law Specialist by the Texas Board of Legal Specialization. Marjorie Schultz has special expertise in the area of charitable planning.

Our Approach

Our attorneys strive to always make sure our clients understand the process and feel comfortable with every decision made. Specifically, we sit down with our clients, talk with them about their unique situation and work with them to formulate a plan to meet their objectives and goals. When important documents are drafted, we take the time to review the information and answer any questions.

To learn more about the history and background of our attorneys visit our attorney profiles page. If you have questions or would like to speak with one of our experienced estate planning attorneys please call our office at 713-521-3434.

Marjorie S. Schultz & Associates

1604 Bissonnet St
Houston, Tx 77005
Phone: 713-521-3434
Fax: 713-521-1633
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