An NFL veteran traded in the offseason, a wife with a growing business and a Texas residence, and an estate plan that predated both kids. We rebuilt the family's legal structure before training camp opened.
The Calhouns were traded out of Texas to a team in a different state with different tax treatment three months before training camp. His wife ran a wellness business with a growing national footprint and wanted to keep operations in Texas.
Their estate plan was drafted before either of their two children were born. A prior trustee was their brother-in-law, with whom the family was now estranged.
The financial advisor had a plan. The new team's transition services had a plan. No one had the family's plan.
We redrafted the estate plan top to bottom: a new revocable trust with the Calhouns as co-trustees, a new corporate successor trustee, new pour-over wills, updated healthcare directives, and an irrevocable education trust for the kids. We kept the family's Texas home as the wife's primary business base, titled into a holding LLC to separate business and residential use, and coordinated with a local property manager to handle offseason maintenance.
On the new-state side, we vetted the purchase contract for a second home, structured a rent-to-own during a 90-day residency-evaluation window, and coordinated with the family's CPA on residency establishment for the athlete, keeping the wife's Texas residency intact. We reviewed the athlete's existing endorsement contracts for state-specific clauses and renegotiated two that contained restrictive post-trade provisions.
"They asked about my business in the first meeting. That is when I knew we had the right firm."
— Spouse, Calhoun Family
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