Gerhardt Law Firm PLLC

For individuals, businesses, and non-profit organizations across Texas, navigating the complexities of legal and financial regulations can be a formidable challenge. From structuring a new business and managing corporate transactions to planning for your legacy and addressing intricate tax matters, having highly specialized and versatile legal counsel is essential. For residents in the San Antonio area, Gerhardt Law Firm PLLC stands out as a dedicated resource offering a wide array of services designed to provide practical and comprehensive solutions. This article aims to offer a clear, engaging, and informative overview of Gerhardt Law Firm PLLC, highlighting their distinct expertise and why they are a valuable partner for locals seeking professional legal and financial guidance in Texas.

Gerhardt Law Firm PLLC is a highly specialized legal practice located in San Antonio, Texas, dedicated to advising and advocating for people, businesses, and non-profit organizations since 2002. The firm, led by attorney Trey Gerhardt, is distinguished by its versatile approach and deep expertise across several interconnected legal fields. Their primary areas of focus include business matters, corporate transactions, tax planning, IRS controversy, estate planning, asset protection, and bankruptcy filings. Whether you are an entrepreneur launching a new venture, a small business owner navigating complex agreements, an individual facing tax challenges, or someone planning for their financial future and the next generation, Gerhardt Law Firm PLLC is equipped to provide professional and steadfast advocacy. Their commitment is to offer practical and comprehensive legal solutions to help Texans achieve their goals.

Conveniently located in San Antonio, Gerhardt Law Firm PLLC ensures straightforward accessibility for clients throughout the city and the broader South Central Texas region. Their office is situated at:

4040 Broadway #425, San Antonio, TX 78209, USA

This address places the firm in a well-regarded and accessible part of San Antonio, making it convenient for clients to visit for consultations and meetings. For Texans, having a locally situated legal partner means reduced travel time and easier scheduling, which is particularly beneficial when dealing with complex business, tax, or estate planning matters. The firm's presence in San Antonio underscores its dedication to serving the immediate community and ensuring that expert legal guidance is readily available for locals.

Gerhardt Law Firm PLLC provides a comprehensive range of legal services, categorized into several key practice areas that often intersect, reflecting the firm's integrated approach:

• Business Matters & Corporate Transactions: This includes a full spectrum of services for businesses, such as business transaction and document drafting, entity structure and formation (covering various types like corporations, partnerships, S corporations, disregarded entities), drafting operating and shareholder agreements, bylaws, handling partnerships and joint ventures, mergers and acquisitions, corporate and partnership divisions, sale of business assets, and providing outside general counsel services. They also assist with exit strategy and succession planning, crucial for long-term business health in Texas.

• Tax Planning & IRS Controversy: Leveraging expertise in tax law, the firm assists clients with a variety of tax-related issues. This includes tax-free reorganizations, compensation, fringe and employee benefits (e.g., stock options, nonqualified deferred compensation), excise tax and tax credits, taxation of damages/settlements, foreign investment and FIRPTA, and information returns (1099, 1042-S). They also provide robust representation for IRS controversy matters, including exams/audits, appeals, collections (installment agreements, offers in compromise (OIC), innocent spouse relief), and tax litigation in U.S. Tax Court. They also handle Texas Franchise Tax, Sales Tax, and Nexus (Wayfair) issues.

• Estate Planning & Asset Protection: This area focuses on securing clients' legacies and assets. Services include drafting wills and trusts, estate administration and probate, community property and separation agreements, business succession planning, and estate & gift tax matters. They also work with specialized trusts like family limited partnerships (FLP), National Firearms Act (NFA) trusts, grantor trusts (GRAT, IDGT), charitable remainder trusts (CRT), and even pet trusts, and donor advised funds.

• Nonprofit & Tax Exempt Organizations: The firm provides specialized legal assistance for non-profit entities, including the formation of exempt organizations, obtaining IRS approval for various 501(c) statuses (e.g., 501(c)(2), (3), (4), (5), (6), (7), (8), (10), (13), (25)), handling private foundations, group exemptions, supporting organizations, for-profit subsidiaries, and issues related to unrelated business income tax (UBIT/UBTI). They also advise on governance, policies, compensation, and foundation grant agreements.

• Bankruptcy: Gerhardt Law Firm PLLC assists individuals and businesses in filing for bankruptcy, providing guidance through the process to help them achieve a fresh start or restructure their finances.

• Expert Witness Services: The firm also offers expert witness services, leveraging their in-depth knowledge in their specialized fields for complex legal cases.

The breadth of these services underscores the firm's capability to address intricate and often interconnected legal and financial challenges.

Gerhardt Law Firm PLLC distinguishes itself through several key features and highlights that make them a compelling choice for Texans:

• Dual Expertise in Law and Accounting: Attorney Trey Gerhardt's background includes extensive experience in both law and accounting firms. This unique combination allows him to offer a "specialist skill set" in tax law and provides a comprehensive perspective that benefits clients in business transactions, corporate law, estate planning, and bankruptcy.

• Versatility and Comprehensive Solutions: The firm's ability to handle multiple interconnected practice areas, from business formation to IRS controversies and complex estate planning, means clients can find integrated solutions under one roof. This versatility simplifies legal and financial challenges for clients.

• Client-Centric Philosophy: The firm is passionate about providing practical and comprehensive legal solutions tailored to individual client needs. They emphasize learning about a client's background and goals to help them achieve the best possible outcome, ensuring personalized and attentive service.

• Steadfast Advocacy: Especially when clients are "facing the IRS or bankruptcy," the firm commits to steadfast advocacy, providing robust representation to protect their interests during challenging periods.

• Local Presence and Knowledge: Operating in San Antonio and representing clients across South Central Texas, the firm possesses valuable insight into local legal frameworks, regional economic nuances, and specific challenges faced by Texans.

• Detailed Expertise in Niche Areas: The firm's highly specific service offerings, such as National Firearms Act (NFA) trusts, various 501(c) non-profit statuses, and detailed tax controversy services, highlight a deep level of specialized knowledge that can be crucial for complex client needs.

Publicly available information for Gerhardt Law Firm PLLC does not explicitly mention any specific promotions or special offers. Legal fees for the specialized services offered by the firm, such as complex corporate transactions, intricate tax planning, or detailed estate planning, are typically determined based on the complexity of the case, the time and resources required, and the specific expertise brought to bear. It is standard practice to discuss fee arrangements during an initial consultation. For Texans interested in their services, it is highly recommended to contact the firm directly to discuss their specific legal and financial needs and to inquire about their fee structure and any applicable consultation policies. Transparent communication about costs upfront can help clients make informed decisions.

For Texans looking to connect with Gerhardt Law Firm PLLC for expert legal and financial guidance, here is their contact information:

• Address: 4040 Broadway #425, San Antonio, TX 78209, USA

• Phone: (210) 239-1396

• Mobile Phone: +1 210-239-1396

• Website: gerhardtlawfirm.com (as found in search results)

When contacting the firm, providing a brief overview of your business, tax, or estate planning needs will help them understand how best to assist you and whether your situation aligns with their specialized practice areas.

For individuals, businesses, and non-profit organizations throughout Texas, particularly within the dynamic San Antonio area, Gerhardt Law Firm PLLC offers a highly suitable and invaluable legal resource. In a state with a thriving business environment and complex financial regulations, the ability to access deeply specialized expertise in business law, corporate transactions, tax planning, and estate planning is paramount. Texans navigating the intricacies of entity formation, IRS controversies, or designing sophisticated estate plans will find the firm's integrated approach and Trey Gerhardt's dual background in law and accounting exceptionally beneficial. Their commitment to providing practical, comprehensive solutions and steadfast advocacy ensures that clients receive thorough support through even the most challenging legal and financial events. With a local presence in San Antonio, Gerhardt Law Firm PLLC stands as a trusted and expert partner for Texans seeking to achieve their financial and legal goals with confidence and precision.