Bill Wollard, Attorney, C.P.A., LL.M. (Tax) - McKinney, TX

Comprehensive Estate Planning, Probate, and Tax Counsel in McKinney

Protecting hard-earned wealth and ensuring that family assets transfer smoothly requires meticulous legal preparation and thorough tax insight. At the Law Office of Bill Wollard, clients throughout McKinney, Plano, and the greater Dallas-Fort Worth area receive guidance grounded in more than three decades of professional practice. Attorney Bill Wollard brings a distinctive multidisciplinary background to estate and business matters. Licensed as an attorney in Texas since 1993 and certified as a public accountant since 1981, he also earned an advanced Master of Laws in taxation from the University of Houston. This powerful combination of financial accounting proficiency and legal skill allows him to craft estate plans that preserve wealth, protect beneficiaries, and significantly minimize state and federal tax liabilities.

Core Estate and Business Planning Practice Areas

A sound estate plan encompasses far more than simple document drafting. The firm provides tailored solutions designed to protect families against lawsuits, probate delays, and unnecessary taxation:

• Wills and revocable living trusts: Structuring customized wills and living trusts that designate beneficiaries clearly, avoid probate court, and ensure responsible asset distribution over time.
• Estate planning and asset protection: Designing comprehensive plans that shield family assets from future creditor claims, divorce proceedings, and catastrophic healthcare costs.
• Probate administration and estate settlement: Assisting executors and administrators in probating Texas estates, validating testamentary documents, clearing creditor claims, and transferring title to heirs.
• Powers of attorney and healthcare directives: Preparing statutory durable powers of attorney, medical powers of attorney, living wills, and HIPAA authorizations to protect decision-making during incapacity.
• Guardianship representation: Establishing legal guardianships for minor children and vulnerable adults with special needs to ensure lifelong care and safety.
• Business formation and succession: Assisting entrepreneurs with limited liability company formation, partnership agreements, and structured ownership succession to maintain business continuity.
• Estate and income tax planning: Utilizing advanced tax shelters, charitable trusts, and gifting strategies under federal tax codes to eliminate or reduce capital gains and transfer taxes.

The Integrated CPA and Legal Master of Laws Advantage

Many traditional estate planning attorneys lack deep accounting acumen, while many accountants cannot draft binding legal instruments. When families choose to hire an estate planning lawyer who is also a CPA and tax scholar, they eliminate costly blind spots between legal structures and tax consequences. Bill Wollard examines every estate plan through both lenses, ensuring that trusts function as intended without triggering unexpected income or inheritance tax burdens. Whether administering a complex probate estate or organizing a new commercial enterprise, clients gain peace of mind knowing their financial legacy rests on solid legal foundations.

Schedule a Free Estate Planning Consultation

Proactive estate planning spares loved ones from contentious probate disputes and financial uncertainty. Individuals seeking to find an attorney can consult an attorney during a free initial case evaluation. Evening and weekend appointments are readily accommodated for families throughout McKinney and North Texas.