Maggie Giltner guides clients through the estate planning process with a focus on tax planning, asset protection, and orderly transition of wealth to the next generation.
Maggie advises clients on estate and gift tax planning techniques designed to minimize estate, gift, and generation-skipping transfer taxes, while also providing asset protection through the use of family limited partnerships and limited liability companies. Maggie counsels clients regarding wealth preservation issues, while also addressing business succession planning. In addition to planning for a client’s death, Maggie utilizes various methods of planning for a client’s incapacity. Maggie also advises clients with respect to marital property agreements and characterization issues relating to community and separate property under Texas law on death and divorce.
Maggie guides clients through probate and trust administration, and assists with procedural and substantive issues in both contested and uncontested estate and trust matters. She counsels individual and corporate fiduciaries with all aspects of the administration of decedents’ estates, including intestate estates, determination of heirships, probate of wills, and filing of estate tax returns. She also advises beneficiaries of estates and trusts regarding their rights as beneficiaries.
Maggie is Board Certified in Estate Planning & Probate Law by the Texas Board of Legal Specialization.
American Bar Association, Real Property, Probate and Trust Law Section
State Bar of Texas, Real Estate, Probate and Trust Law Section, Tax Section, Litigation Section
College of the State Bar of Texas
San Antonio Bar Association, Elder Law Section, Pro Bono Wills Clinic Mentor
Bexar County Women’s Bar Association
San Antonio Estate Planners Council, Board of Governors, Docket Call Seminar Planning Committee
Children’s Bereavement Center of South Texas, Former Governing Board Member