Peter L. Shaw is a Board Certified attorney specializing in Tax Law and Estate Planning and Probate Law by the *Texas Board of Legal Specialization, and represents individuals and businesses in Houston and Harris, Fort Bend and Montgomery Counties in connection with:
- Estate Planning
- Probate Administration
- Trust Administration
- Deferred Compensation and Retirement Planning
- Taxation, Tax Compliance and Tax Controversy
- Business Entity Formation, Business Planning and Transactions
- Tax Matters for Real Estate Transactions and Investments
Mr. Shaw prepares wills, trusts, financial and health care powers of attorney, living wills and other instruments to insure a client's desires are met while addressing potential estate and gift tax, generation skipping transfer tax and income tax issues. He carefully crafts estate plans are also designed to address the issue of potential future incapacity of an individual, while avoiding the need for probate administration. Mr. Shaw has particular expertise in planning for high net-worth individuals, and is well-versed in sophisticated inter vivos trust planning and planning involving complex tax issues. For further information, see the estate planning page.
Mr. Shaw represents executors and administrators in the probate administration process. Mr. Shaw has the knowledge and expertise to effectively handle the administration of estates of any size, ranging from simple estates to large and complex estates, including estates involving significant wealth, interests in ongoing businesses, and assets located in multiple states.
Trustees are fiduciaries and therefore have certain duties and legal obligations they are required to comply with. Mr. Shaw has significant experience in the administration of trusts, and can advise you on any issue that may arise during the course of the administration of a trust, including the duties, powers and standards of a trustee; accounting and recordkeeping; investing and managing trust assets; modification, revocation or termination of a trust; resignation or removal of a trustee; creditor's rights; subtrust funding; taxation of trusts and fiduciary income, gift and estate tax returns.
Deferred Compensation and Retirement Planning
Mr. Shaw leverages his background as a CPA and Board Certified* attorney specializing in Tax Law to provide consultation on deferred compensation, retirement planning and strategies, Required Beginning Date (RBD) requirements, and annual Minimum Required Distribution (MRD) benefits. As a Board Certified* attorney specializing in Estate Planning and Probate Law, Mr. Shaw also provides comprehensive retirement benefit planning services, including careful coordination of beneficiary designations and the use of Conduit Trusts.
Taxation, Tax Compliance and Tax Controversy
Mr. Shaw represents clients in connection with tax compliance matters, including the preparation of complex tax returns; IRS examination of income, estate and gift tax returns; representation in tax collection issues, including trust fund recovery, offers in compromise, and installment payment agreements; and assistance with failure to file issues and voluntary disclosure/amnesty programs. For further information, please see the taxation, tax compliance and tax controversy page.
Business Entity Formation, Business Planning and Transactions
With a Master of Business Administration degree and a wealth of experience in the area of business law, Mr. Shaw offers representation in the following areas: assistance with "choice of entity" decisions, formation of business entities and organizations, corporate reorganization, buy-sell agreements, executive compensation planning, and retirement benefit planning.
Real Estate Transactions and Investments
Mr. Shaw has substantial experience in representing clients in connection with tax matters for the sale or purchase of residential or commercial real estate, commercial leasing and mortgage loans.
Contact Peter L. Shaw for Assistance
Mr. Shaw welcomes your inquiry regarding his services. Contact the Law Office of Peter L. Shaw to discuss a consultation.