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 Estate planning is a very personal
process. We want to establish a long-term relationship with you and your family
so we can be there for you when a loved one dies, or if critical situations
arise that call for professional legal assistance.
We will meet with you to determine
your goals and concerns. We will explain applicable tax and other laws that
apply in your situation. We will help you evaluate all of your options. Then,
together, we will craft an estate plan—be it simple, conservative,
sophisticated or complex—to fit your own unique needs and desires.
OUR CORE
VALUES:
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Excellence |
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Integrity |
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Service |
OUR PHILOSOPHY:
First and foremost, we believe in communicating with
you in plain English so you can understand all of the issues involved in estate
planning, and all of your available options. Together we can review the
advantages and disadvantages of different choices. We believe in preventing
problems, and we know that our many years of working exclusively in the estate
planning field and staying on top of developments in the law will enable us to
provide you with expert advice and insight.
OUR PROMISE:
We promise to listen carefully to what
you say, in order to understand your needs, goals and desires; to take into
account your concerns, fears and frustrations; to keep everything you tell us
confidential; to understand who you are and what you seek to accomplish; and to
use our best efforts on your behalf.
OUR PLEDGE:
We will be good stewards of your time and money. We
will use all of our knowledge, skills and expertise to assist you in achieving
your estate planning and wealth transfer objectives. Above all, we will treat
you with dignity and respect.
OUR EXPERIENCE AND EDUCATION:
Karen S. Gerstner is Board Certified
in Estate Planning and Probate Law by the Texas Board of Legal Specialization,
and has been since 1986. She is also a fellow of the American College of Trust
and Estate Counsel. Further, she is a past president of the Houston Bar
Association's 600+ member Probate, Trusts and Estates Section. Since becoming a
licensed attorney in 1980, she has assisted over 2,000 clients with tax and
estate planning, probate and estate administration and related matters. Karen
Gerstner is recognized state-wide for her expertise relating to estate planning
for retirement plan benefits. She also has a sub-specialty in advising and
representing lottery winners.
Our firm's
attorneys have nearly 27 years of combined experience in the estate planning
and probate area of law. By concentrating in this area, we are able to offer
experience and expertise comparable to that of the largest law firms in the
state of Texas, while providing a level of personal service that may be
difficult to find at a large law firm.
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