
Legacy Tax Services

As one of the largest estate and gift tax practices in Houston, Briggs & Veselka offers the blend of technical skills, personal attention, and sensitivity needed to guide you through complex financial matters surrounding legacy estate planning, gifting, and other transfers of family wealth.
Services
Legacy Tax
- Business Succession Planning
- Community Property Divisions
- Divorce Settlement Tax Analysis
- Eldercare Planning
- Expert Witness Reports
- Tax Controversy
Tax Compliance (Federal & State)
- Family and Closely-held Businesses (LLC’s, C Corps and S Corps)
- Estate Tax and Gift Tax Return Preparation
- Family Limited Partnership and Foundations
Tax and Financial Planning
- Estate and Gift Tax Planning
- Education Savings
- Charitable Giving Strategies
- Insurance Needs Evaluation
- Income Tax Projections for Individuals, Estates and Trusts