El abogado especializado en planificación patrimonial Keith Novick centra su práctica en fideicomisos y patrimonios, así como en asuntos sofisticados relacionados con el patrimonio privado, a menudo para empresarios, profesionales y ejecutivos del área de Dallas en los sectores del petróleo y el gas, los bienes raíces y otros. Los clientes institucionales y empresariales de Keith, desde empresas del mercado medio hasta empresas de la lista Fortune 500, confían en él para una amplia variedad de servicios y asuntos transaccionales, entre los que se incluyen:

• Business succession and disposition
• Servicios de administración fiduciaria
• Marital property planning, including the preparation of pre-nuptial agreements and post-nuptial agreements
• Multigenerational, family-owned businesses
• Estate planning, including the preparation of sophisticated wills, revocable trusts, irrevocable trusts and related documents that result in the reduction of estate taxes and generation-skipping transfer taxes
• Sucesiones
• Estate litigation
• Charitable planning, including the creation and implementation of charitable remainder trusts, charitable lead trusts and private foundations
• Planificación de la protección de activos
• Business entity formation and business succession planning

Keith represents fiduciaries and beneficiaries in estate and trust administration services, and clients in tax controversies before the Internal Revenue Service. In addition, he represents executors and administrators in the handling of estates, including will probate, preparing the federal “estate tax” return (IRS Form 706), preparing the estate inventory and/or accounting, will contests and estate tax litigation. He works with trustees on the administration of trusts and related matters, including the interpretation and construction of trust provisions, the appointment or removal of trustees, and trust accounting.

Keith also represents beneficiaries of estates and trusts, individuals and families, regarding the formation, operation and transfer of family business and property ventures, including corporations, partnerships (general and limited), limited liability companies, trusts and tax-exempt organizations.