"Wolfish & Newman is the gold standard for complete estate planning services in this area. We send them our most discriminating clients because they will meet those clients’ needs and make us look good in the process."

- Ike Vanden Eykel
President, Dallas Bar Association Managing Partner, Koons Fuller
Wolfish and Newman, P.C. includes, from left, Laurie Kmieciak, Pam Huskey, Kristen Sillers, Lawrence M. Wolfish, Lisa R. Newman, Susan Silberberg, Kathy Busby and Roxanna Olvera Hall.
Comprehensive Estate Planning & Probate Legal Services in the
North Texas Area

The firm's specific areas of expertise include:

  • Review, analysis and development of sophisticated estate plans for high net worth individuals and the preparation of wills, trust agreements and related documents necessary to implement such plans
  • Estate, gift, and generation-skipping transfer tax planning
  • Multi-generational estate planning and trusts
  • Techniques to avoid probate
  • Revising beneficiary designations for life insurance and retirement plans
  • Planning for incapacity
  • Financial powers of attorney
  • Living Wills (Directive to Physicians), Medical Powers of Attorney, and HIPAA Medical Authorizations
  • Charitable giving, including donor advised funds, charitable trusts, and private foundations
  • Lifetime giving programs
  • Irrevocable Life Insurance Trusts
  • Grantor Retained Annuity Trusts
  • "Defective" Grantor Trusts
  • Qualified Personal Residence Trusts
  • Preparation and/or review of federal estate tax returns and federal gift tax returns
  • With other tax practitioners, negotiation with, and litigation against, the Internal Revenue Service involving federal estate and gift tax issues
  • The review, analysis and development of succession plans for closely held businesses and the preparation of the documents necessary to implement such plans
  • Formation of limited partnerships, limited liability companies, and corporations for protection, management and transfer of assets
  • The opening, administration, distribution and closing of large and complex estates including gathering asset and liability information, valuing the estate’s assets, preparing an inventory, preparing estate tax returns, paying debts and taxes, resolving claims, making distributions, and re-titling assets.

Contact Us

One Bent Tree Tower
16475 Dallas Parkway
Suite 395
Addison, Texas 75001
972 248-7448 voice
972 248-6023 facsimile