Probate Services
Tax Law Firm Located in the DFW Metroplex Serving Texas and the United States
When you are named as executor of an estate, you may feel honored, but when it comes time to administer the estate, you may feel overwhelmed. An experienced tax and probate attorney can guide you through the probate process, help you make the right decisions, and shield you from the resentment of those who may feel slighted.
Located in Dallas, Texas, and serving individuals and estates throughout Texas, Bruce E. Bernstien & Associates provides estate executors and beneficiaries with more than 30 years of experienced counsel in probate matters. In addition to his extensive experience as a practicing attorney, Mr. Bernstien is also a CPA. His experience and background can help you administer an estate in a manner that will be most advantageous to the beneficiaries. In certain cases, he may be able to identify ways to limit an estate’s tax liability.
Experienced Dallas/Fort Worth, Texas Probate Lawyer
Often, when engaging an attorney to assist with the administration of an estate, there will be many “hidden” fees or unanticipated expenses for services such as filing an estate tax return or income tax returns for an estate or trust. In addition to being an extra, unanticipated cost, such things can take an extraordinary amount of time (sometimes years).
Probate attorney and CPA Bruce Bernstien can include these extra services in his overall fee for probate services. His fee for probate administration services is competitive with the market fee for such services while including the preparation of the following tax returns that may be necessary to file during the probate administration process
- Form 706 – United States Estate (and Generation Skipping Transfer) Tax return
- Form 1041 – U.S. Income Tax Return for Estates and Trusts
- Form 1040 – U.S. Income Tax Return
In addition to understanding your costs up front, having an experienced tax lawyer and CPA handle your probate matter means that your matter will be handled professionally in an economical and efficient manner.
Contact an Experienced Dallas/Fort Worth, Texas Probate Lawyer and CPA
To discuss your matter in confidence with an experienced tax, probate 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.