FAMILIES | TRUSTS | LEGACIES
YOUR SHELTER-IN-PLACE CONTINUITY PLAN
In case you are hospitalized or quarantined, who else is authorized to make your medical decisions or access to your insurance & medical records? If you do not have online banking, who else can access your essential financial accounts to handle day-to-day expenses? Think through your with our Self-Guided Check List.
We advise how your family should work with your financial advisors to restructure your portfolio and assets in way that (1) maximizes growth, (2) minimizes your gift, estate, income, and capital gain tax consequences, and (3) will ultimately be distributed based on your intentions.
PROBATE & GUARDIANSHIP
We prepare wills, living trusts, or charitable trusts, and help families navigate through the probate court.
We handle a variety of issues related to uncontested divorce, division of marital assets including prenuptial and postnuptial agreements, guardianship, and establishing family trusts.
We prepare families for the unexpected with living trusts, medical directives, and financial power of attorneys.
We are active in serving our community through the Dallas Volunteer Attorney Program, Legal Aid of Northwest Texas, Senior Source, Advocates for Community Transformation, and other non-profit providers.
When we begin the planning process, we consider your objectives, your family relationships, charitable inclinations, and possible tax liabilities to accomplish your objectives. We then work with you and, in some cases, with your financial advisers to design the appropriate plan to meet your goals and objectives. We prepare the necessary documents to carry out your desired plan and assist you with the implementation of your long-term strategy.
We help you plan for the efficient and effective transfer of assets to your loved ones, including spouses, younger generation family members, and to charities or causes that you wish to support.
We believe that every family should be able to create their own legacy.
Y. JACK FAN
Licensed in TX, NY
Jack Fan brings a unique perspective how his clients can preserve and increase wealth through long-term generational assets. Jack is a third-generation business owner with experiences in the import/export and event marketing industries. Witnessing first-hand the challenges and difficulties faced with the sudden passing of a beloved family member, Jack realized the need within the Chinese community to become educated about succession planning.
Most recently, Jack was appointed as a board member to the Legal Aid of Northwest, which provides access to legal representation to 114 counties in Texas. The State Bar of Texas also recognized his work in the Dallas legal community by appointing him to the Standing Committee on Legal Services to the Poor. He also sits on the Property Standards Board for the City of Carrollton and is a board of director for the World Affairs Council of DFW and Sun Ray Education Foundation.
Jack graduated from the American University Washington College of Law and is licensed to practice law in Texas and New York. Jack routinely assists his clients with estate planning, probate, marital property agreements, corporate formations, and business transactions.
Committee Member, Standing Committee on Legal Services to the Poor - Civil Matters, State Bar of Texas
Chair of Elder Law Committee, Dallas Association of Young Lawyers
Board Member, Probate Section of the Collin County Bar Association
Chair of the Connections Committee, Dallas Asian American Bar Association
"Coordinating Your Estate Plan with Retirement, Elder Care, and Other Benefit Planning" - Dallas Bar Association (2019)
"Ensuring Your Wishes" - Senior Source (2018)
TELL US YOUR
North Dallas (Principal Office)
17772 Preston Road, Suite 204
Dallas, TX 75252
Frisco / Plano
5830 Granite Parkway, Suite 100
Plano, TX 75024
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