Preserving Assets For Your Loved Ones
Whether you are the steward of inherited assets or have worked hard to be successful, making sure your grandchildren and future generations can fall back on your financial legacy is an important part of estate planning.
Livens & Reed, PLLC has been helping families in North Texas set up dynasty trusts for more than 25 years. We can show you options for living trusts that will allow you to control the distribution of assets during your lifetime, as well as testamentary trusts that take effect upon your death. In addition, the right irrevocable trust can help you take advantage of reducing taxes now while protecting your family from probate decisions later.
With two offices to serve you better, our attorneys and staff provide comprehensive asset protection services for clients in the Dallas-Fort Worth Metroplex area and communities throughout North Texas. Call us toll-free at 817-650-0178 or contact our offices by email to arrange a free initial consultation with an experienced Dallas dynasty trust lawyer today.
Your Wisdom Shapes Their Future. Let Us Help You Preserve It.
How We Can Help
What Is A Wealth Preservation Trust?
Many families of significant financial means are concerned about becoming targets for plaintiffs and attorneys who seek out the deepest pockets when filing litigation. A wealth preservation trust is a relatively new instrument for removing financial assets from the personal control of the family placing the money into a trust, making it unreachable for a lawsuit settlement or jury verdict. When the trust is set up correctly, the family has the right to establish the terms and conditions under which the trust is to be funded and the assets distributed to grandchildren and future generations.
Trusted Estate Planning Services For Over Two Decades
Our firm is a member of WealthCounsel, ElderCounsel and the Academy of Special Needs Planners. We have earned a reputation for integrity, backed by exceptional client service and responsive communication. You will find our fee structure competitive and our billing policies clear and fair
Contact An Experienced Lawyer Today
From wherever you are in North Texas, call us toll-free at 817-650-0178 to discuss your circumstances. You may also use our convenient contact email form to arrange a free initial consultation at one of our two convenient office locations in Bedford and Addison. Se Habla Español.
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Hear From Our Past Clients
Don’t just take our word, see what the people we’ve helped have to say.
Posted on Randy GrosenbachTrustindex verifies that the original source of the review is Google. Very helpful knowledgeable concering someone going into a Nursing home needing medicaid approval. They came highly recommended and now so will we highly recommend them.Posted on Rick LewellynTrustindex verifies that the original source of the review is Google. We engaged Livens & Reed to create a Supplemental Needs Trust for our adult special needs daughter, to ensure her financial needs were met but also done in a way to not disqualify her for Texas Medicaid benefits she currently receives. Shawn Crawford was excellent, along with Caleigh and Angie: very thorough, explaining every aspect and legalese in layman's terms, in a timely manner and what we thought was a very reasonable fee. We also consulted with Chad Reed on our aging parent's needs and what steps we might follow to have them qualify for Medicaid, when the time and need arises. Very friendly, spent all the time we needed with us during our free consultation. Highly recommend this law firm for anyone considering Trusts, Medicaid qualifications, and elder care. Thank you Livens & Reed!Posted on The Killian GroupTrustindex verifies that the original source of the review is Google. Fantastic law firm for all your needs. They helped my family set up our estate and will. Thank you so much.Posted on Rick SullivanTrustindex verifies that the original source of the review is Google. Nicole did a fantastic job walking me through the Medicaid process for my mom. She answered all my questions with kindness & respect keeping all parties in mind that were involved with the process.Posted on Kelly FincherTrustindex verifies that the original source of the review is Google. Wished we called sooner! Recommend highly!!Posted on Nancy KingTrustindex verifies that the original source of the review is Google. The legal team at Livens & Reed has proved to be nothing short of exceptional. From Chad Reed, Nicole Landrum and finally, today, Shawn Crawford. Talking about a dream team, I feel very fortunate and comforted knowing I have the right people on my side. Thank you for your warmth and professionalism! It’s reassuring to know our legal needs are in great hands. If I could rate higher than 5 stars I absolutely would.Posted on Julie RobinsonTrustindex verifies that the original source of the review is Google. We were very satisfied. We were well take care of. They are very professional and did a great job for us.Posted on Erika KoneckTrustindex verifies that the original source of the review is Google. I worked with Livens & Reed on a medicaid situation for my 93 year old mom. The paperwork, rules, timeline, can be stressful and intimidating at times, but Mehan Barbre & Nicole L. Harkins walked me through the paperwork, and doctuments that we needed and told me what to do and in the end sucess ! Thank you , again ! Erika Koneck