About Robert M. Herman PC
<p>Board-certified in Estate Planning and Probate Law in Texas and also a CPA, Robert M. Herman brings a rare mix of legal and accounting background to client work at Robert M. Herman PC.</p> <p>Headquartered in Dallas in the Dallas–Fort Worth metro, the firm advises individuals, families, and business owners on estate planning and administration matters. Its practice includes probate, trusts, wills, and guidance for executors and beneficiaries during estate administration, with a focus on clear documents and practical next steps.</p> <p>The firm also handles employee benefits work, including ERISA counsel tied to qualified plans. Clients often work with the firm on plan-related legal questions alongside broader wealth-planning needs such as asset protection and family wealth planning.</p> <p>With 40 years of experience, Robert M. Herman PC is a fit for clients who want estate and ERISA advice from a lawyer who also understands the tax and accounting details.</p> <ul> <li>Estate planning: wills, trusts, and family wealth planning</li> <li>Probate and estate administration for executors and beneficiaries</li> <li>Irrevocable trusts and charitable trusts</li> <li>Business planning, including buy-sell agreements</li> <li>Employee benefits and ERISA counsel for qualified plans (<a href="/erisa-attorneys">ERISA attorneys</a>)</li> </ul>
Website: https://www.robertmherman.com/
Office Locations
- Dallas, TX (Headquarters)