PEACE OF MIND, NOT PIECES OF PAPER

FAMILIES | TRUSTS | LEGACIES

 

YOUR PANDEMIC 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.

ESTATE PLANNING

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.

FAMILY LAW

We handle a variety of issues related to uncontested divorce, division of marital assets including prenuptial and postnuptial agreements, guardianship, and establishing family trusts.

MEDICAL PLANNING

We prepare families for the unexpected with living trusts, medical directives, and financial power of attorneys.

PRO BONO

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.

 

PRACTICE

AREAS

OUR VISION

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. 

 

YOUR TRUSTED ADVISOR

JackFan.png
Y. JACK FAN
ATTORNEY

Tel: 469-269-2783

jack@fanlawoffice.com

Licensed in TX, NY

American University Washington College of Law (2007)
Juris Doctorate

Indiana University (2002)

Bachelor of Science

Jack Fan brings a unique perspective ​about ​how his clients can preserve and increase wealth through long-term generational assets.  Jack is a third-generation business owner with experience in the import/export​, hospitality,​ 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 voted by the Board of Legal Aid of Northwest, ​a non-profit organization with over 150 lawyers and provides access to legal representation to 114 counties in Texas, to serve as its Treasurer and Chair of the Finance, Audit, and Budgeting Committee.  ​Jack also chairs the Estate Planning & Probate Section for the Collin County Bar Association and is a member of the working group for the State Bar of Texas that reviews and proposes legislation affecting Decedent's Estate.  ​He is a frequent speaker for local bar associations and community groups about DIY Estate Planning as well as Law and Technology.

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 ​establishing family trusts, probate administrations, and real estate ​business transactions.

Professional Leadership:

  • Treasurer and Chair of the Finance/Audit Committee, Legal Aid of Northwest Texas (2019-current)

  • Leadership Academy of the Real Estate, Probate & Trust Law SectionState Bar of Texas (2020-current)

  • Committee Member on the Standing Committee on Legal Services to the Poor - Civil Matters, State Bar of Texas (2019-current)

  • Board Member of the Estate Planning & Probate SectionCollin County Bar Association (2019-current)

  • Chair of the Connections CommitteeDallas Asian American Bar Association (2019-current)

  • Chair of Elder Law Committee, Dallas Association of Young Lawyers (2018-2019)

Speaking Engagements:

  • "Probating" Estates on a Dime - Tarrant County Bar Association (2021)

  • "Show Me the Money: Probate Administrations in Dallas County" - Dallas County Probate Summer School (2020)

  • "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
STORY

OUR ADDRESS

DALLAS (Principal Office)

5830 Granite Parkway, Suite 100

Plano, TX 75024​
Email: jack@fanlawoffice.com
Tel:  469-269-2783

Fax:  972-474-3347

Click Here to Find Us

Austin (By Appointment Only)

2301 West Anderson Lane

Austin, TX 78757

Houston (By Appointment Only)

3040 Post Oak Blvd, Floor 18

Houston, TX 77056

For any general inquiries, please fill in the following contact form:

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