Member
Current• Counseling clients on all phases of estate planning and the preparation of wills and various forms of trusts to effect property transfer goals and minimize estate and gift taxes.• Analyzing and advising clients recently relocated to Texas on revising or updating wills and trusts from other states.• Representing clients in numerous uncontested Will probates and in administration of the estate.• Representing executors, trustees, and beneficiaries in various estate and trust controversies.• Representing trustees or beneficiaries in trust modification and/or termination proceedings• Representing beneficiaries and executors in family settlement agreements in lieu of will probate proceedings or to settle contests.• Designing and implementing multiple family limited partnerships and other entities for family owned assets.• Representing business owners in negotiating and drafting buy-sell agreements.• Advising business owners on implementation of nonqualified benefit plans and deferred compensation plans.• Analyzing client at-risk assets and designing and implementing asset protection arrangements prior to liability claims.• Counseling clients on and preparing premarital agreements and separate property and community property agreements and on maintenance of separate property interests.• Counseling clients in organizing and in managing tax exempt charities.• Preparing estate tax and gift tax returns.• Representing taxpayers in gift, estate and income tax audits and appeals.
