Texas Trust Attorneys

Secure Your Legacy with a Personalized Trust Plan

At Looney Smith Conrad & Hefti P.C., we help individuals and families protect their assets, plan for the future, and simplify the transfer of wealth through customized trust solutions. Whether you’re just starting your estate planning journey or need guidance navigating complex trust options, our experienced trust attorneys are here to help.

Establishing a trust allows you to control how your assets are managed during your lifetime and distributed after your death—without the burden of court involvement. We guide clients through every step of trust creation, administration, and estate strategy with clarity and confidence.

Call (281) 597-8818 for a consultation today!

What Is a Trust?

A trust is a legal arrangement in which one party (the trustee) holds and manages property for the benefit of another (the beneficiary). Trusts can be created during your lifetime (living trusts) or through your will (testamentary trusts), and they can be revocable or irrevocable based on your goals.

There are many types of trusts, each designed to achieve different objectives—from minimizing taxes to caring for a loved one with special needs. We’ll help you determine the best trust structure for your unique situation.

Types of Trusts We Handle

  • Living Trusts are created while you’re alive and typically revocable, allowing you to modify them as needed. These trusts help avoid probate, provide continuity of asset management in the event of incapacity, and streamline distribution to your beneficiaries.
  • Irrevocable Trusts cannot be changed once established and offer greater asset protection and tax advantages. They are often used for gifting strategies or protecting wealth from creditors or lawsuits.
  • Special Needs Trusts are designed to provide long-term care for individuals with disabilities while preserving their eligibility for government benefits.
  • Testamentary Trusts are established through a will and only take effect after your death. These trusts are useful for minor children or managing complex distributions over time.
  • Discretionary Trusts give the trustee authority to determine when and how distributions are made to the beneficiary. This offers flexibility and protection in cases of financial immaturity or instability.
  • Credit Shelter Trusts allow married couples to reduce or eliminate federal estate taxes by maximizing each spouse’s estate tax exemption.
  • Grantor Trusts keep the trust’s income taxable to the grantor, which can be useful for specific income planning strategies.
  • Constructive Trusts are created by a court to remedy fraud or wrongdoing, ensuring assets are returned to their rightful owner.
  • Revocable Trusts are flexible arrangements that can be amended or terminated by the grantor. They are a popular choice for managing assets and avoiding probate.
  • Trusts for Privacy are valuable for individuals who want to keep financial affairs confidential. Unlike wills, which become public record in probate, trusts remain private.

Living Trusts vs. Wills: Which Is Right for You?

While both tools allow you to determine how your property will be distributed after death, there are key differences:

For many Texans, a well-drafted will is sufficient. But in cases involving out-of-state property, privacy concerns, or expected incapacity, a living trust may offer more protection and efficiency.

Our attorneys evaluate your specific needs and recommend whether a will, trust, or both is best suited to your goals.

When a Trust Might Be the Best Option

Consider a trust-based estate plan if any of the following apply:

In these situations, a trust can help protect your wishes, reduce costs, and provide peace of mind for your loved ones.

Estate Planning Tools That Work with Trusts

Trusts are powerful, but they are often part of a broader estate plan that includes

We ensure all documents in your estate plan work together seamlessly to reflect your intentions and reduce legal complications.

Work with an Experienced Texas Trust Attorney

At Looney Smith Conrad & Hefti P.C., our trust lawyers bring decades of experience in estate planning, probate, and asset protection. We take time to understand your priorities, family dynamics, and financial picture—so your plan is tailored to your exact needs.

Whether you’re setting up your first trust or updating a complex estate plan, our team is ready to help. Let us help you build a legacy that reflects your values and protects those you love.