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Complex Estate Planning

Complex Estate Planning

Tax Law Firm Located in the DFW Metroplex Serving Texas and the United States – Dallas Tax Attorney + CPA


Whether you have a palatial estate, oil rights, or a humble residence, you should have an appropriate estate plan. In addition, as your family or assets change, you should update your estate plan accordingly. An experienced estate planning attorney can help you establish the right estate plan to meet your goals and address your concerns.

Located in Dallas, Texas, and serving individuals throughout Texas and the rest of the United States, Bruce E. Bernstien & Associates is led by Bruce Bernstien, an attorney with a master’s degree (LL.M.) in tax law and more than 30 years of experience as a tax attorney and CPA. In complex estate planning situations, he can explain a client’s options to them and provide sound legal advice about establishing a comprehensive estate plan.

Experienced Dallas/Fort Worth, Texas Complex Estate Planning Attorney + CPA

Complex estate planning requires advice from an experienced attorney who is familiar with the tax laws, the legal system, and the capabilities and limitations of various estate planning tools. Tax attorney and CPA Bruce Bernstien can explain,  tax advise and execute a comprehensive estate plan.

We have extensive experience in all aspects of estate planning, including the following:

  • Asset Protection: Complex estate planning attorney Bruce Bernstien utilizes his tax and accounting background to assist you in formulating a comprehensive estate plan, and at the same time, protecting your assets and make you as judgment-proof as possible.
  • Wills and Trusts: Dallas estate planning attorney + CPA Bruce Bernstien also utilizes his background as a certified public accountant and skilled tax attorney to help you limit your tax liability using carefully crafted wills and trusts.

Contact an Experienced Dallas/Fort Worth, Texas Estate Planning Attorney + CPA

To discuss your estate plan in confidence with an experienced tax and estate planning attorney who is also a CPA, schedule a confidential consultation with Mr. Bernstien by calling (214) 706-0837, or fill out our intake form and we will contact you.

Take advantage of our knowledge, skill, experience and connections. Call today.

We are available 24/7 for your convenience. After hours, call (214) 616-5320 (cell). As an attorney, Mr. Bernstien understands legal issues do not arise on a schedule, and he does his best to be available when you need him. All calls will be promptly returned if Mr. Bernstien is in Tax Court, at the IRS, in a client meeting or otherwise indisposed.

Please note that other attorneys may be retained to assist on certain matters and some matters may be referred to another law firm.

Located in Dallas, Texas, Bruce E. Bernstien & Associates represents individuals and small-to-medium-sized companies throughout the Dallas-Fort Worth area, the rest of Texas and the United States in a wide range of legal matters, from business startup, individual and business tax planning, tax disputes, and estate planning. We represent clients in tax matters throughout the communities in and around Dallas, Fort Worth, Austin, San Antonio, Houston, Galveston, Plano, and Irving, Texas, as well as nationwide.