Estate Planning

Incapacity Planning

Planning for incapacity is an essential part of the estate planning process. At Karen S. Gerstner & Associates, we guide you through incapacity planning to ensure that you and your assets are fully protected in the event of temporary or permanent inc… Read More

Estate Planning For Retirement Plans

At Karen S. Gerstner & Associates, P.C., we assist clients in providing for the distribution of their retirement plans on their death in a manner designed to minimize both income taxes and estate taxes and to ensure long-term preservation of thes… Read More

Wills and Trusts

In a comprehensive estate plan, wills and trusts are the primary vehicles that transfer your assets and property to your loved ones and other beneficiaries after your death. At Karen S. Gerstner & Associates, we apply our estate, trust, and tax l… Read More

Estate and Trust Administration

Post-Death Tax Planning and Compliance

In the post-death period of an estate, the executor and the successor trustee of a revocable living trust must fulfill significant fiduciary duties relating to legal and tax matters of the decedent’s estate, regardless of whether the decedent had a… Read More

Probate

The Texas Estates Code establishes legal requirements that apply to probate and estate administration for settlement and distribution of a Texas resident’s estate after his or her death. Other detailed state and federal laws and regulations apply a… Read More

Trust Administration

When a trustee or successor trustee assumes responsibility for management of a living trust or another type of trust, Texas law imposes substantial fiduciary duties on the trustee in administering, managing, and distributing the trust property and as… Read More