At Marjorie S. Schultz & Associates, we provide estate planning, family business planning and estate administration services to Houston-area families. We strive to meet our clients' personal, legal and financial goals as efficiently and cost effectively as possible.
We offer a wide range of estate planning services including:
- Family wealth transfers — The firm assists individuals and families create valuable estate plans, integrating essential legal and tax components that reflect important family, business and social objectives.
- Estate administration — The firm advises executors, trustees and beneficiaries on a wide range of legal matters relating to the estate administration process including handling court hearings, probate documents, preparation of inventory filings and asset transfers.
Our Practice
At Marjorie S. Schultz & Associates, our attorneys are Certified Estate Planning and Probate Law Specialists and have many years of estate planning experience.
We understand that every family and family owned business is unique, and collaborate with our clients to craft plans to meet their objectives.
EDUCATION
- B.S. magna cum laude, Southwestern University 1970
- J.D. with honors, Duke University School of Law 1980
PROFESSIONAL ACTIVITIES
- Managing Partner - Schultz, Farner & Perrin / Marjorie S. Schultz & Associates, 1994-present
- Estate Planning Section - Fulbright & Jaworski LLP 1980-1994
- Board Certified in Estate Planning and Probate Law, Texas Board of Legal Specialization, 1985-present
- Fellow of the American College of Trust and Estate Counsel
- Past President of Planned Giving Council of Houston
- Former member of the Board of Trustees of Southwestern University
- Former member of the Board of Directors of the National Committee on Planned Giving
- Named one of the "Texas Super Lawyers" for 2003-2009 by Texas Monthly Magazine
Contact Marjorie S. Schultz
REMINDER: This listing is a free service of LandCAN.
Marjorie S. Schultz is not employed by or affiliated with the Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.