TRADITIONAL PLANNING

Wills, Health Care Proxies, Living Wills, Powers of Attorney, Revocable and Irrevocable Living Trust, Children Protection Plan

TAX & FINANCIAL PLANNING

Tax return assessment, Retirement, Investment & Risk management planning

MEDICAID PLANNING

Pre-crisis & Crisis planning pertaining to protection of assets from Nursing Homes and ensure eligibility for Medicaid if needed

ASSET PROTECTION

Protection of assets from the Government, Taxes, Lawsuits, Nursing Homes, Divorce, Bad Business Venture and Predators

BUSINESS SUCCESSION PLANNING

Protection of business interests and ensure effective plan in place to continue business if unanticipated incapacity or death of principal.

PROBATE

Affidavit of Heirship

Small Estate Affidavit

Letter of Testamentary

MISSION STATEMENT

Our mission is to educate and guide individuals, families, and businesses to make informed decisions to protect and preserve their financial wealth for future generations with peace of mind. 

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Every case is different from others.  We fully understand that each client's case is unique and requires careful attention to detail at every step of the tax planning and estate planning procedures.  We analyze each client's situation individually and determine where to focus on achieving the best result.  

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OUR ATTORNEY

ANDY HENGSUN CHO

ATTORNEY-CPA

EDUCATION

Santa Clara University School of Law, J.D.; CA. 2001

University of Texas at Austin, CE-BS; TX  1990

DCCCD, Accounting, TX

EXPERIENCE

Partner at Cho & Kim, PC, San Jose, CA

Law Office of Andy Cho, Dallas & Houston, TX

MEMBERSHIPS, COMMUNITY INVOLVEMENT & RECOGNITION

Tax Master Network

New Song Church, Dallas - General Counsel

LICENSES & CERTIFICATIONS

State Bar of Texas, since May 2002

State Bar of California, since Dec 2001

CPA, State of Texas

Texas Real Estate Broker

 Mr. Cho completed his undergraduate studies at the University of Texas at Austin in 1990 and earned his J.D. from Santa Clara University School of Law, CA in 2001.  Mr. Cho is a licensed attorney in Texas and California, as well as a Certified Public Accountant in Texas and provides tax and estate planning advisory services throughout Texas.

The intricacies around tax and estate planning are complicated.  An Advisor needs a thorough knowledge of tax law, trust & estate law, probate law, real estate law, and business law.  These areas are intertwined and have a significant impact on an individual's tax and estate planning.  With over 10 years of diverse experience in business and 19 years of legal experience, Mr. Cho is committed to helping his clients through complex tax and estate planning matters.  When selecting a professional to protect you legally or financially, choose a professional who is able to view and solve problems with the ingenuity of an attorney combined with the resourcefulness of a CPA.

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