Keith V. Novick Email & Phone Number

Experience representing many individual, business and institutional clients in matters and transaction within areas of practice. Representative matters on behalf of clients cover a broad range, including:- Client counseling and representation in (i) estate planning, including the preparation of sophisticated wills, revocable trusts, irrevocable trusts, and related documents that result in the reduction of estate taxes and generation-skipping transfer taxes; (ii) charitable planning, including the creation and implementation of charitable remainder trusts, charitable lead trusts, and private foundations; and (iii) marital property planning, including the preparation of pre-nuptial agreements and post nuptial agreements- Representation of executors or administrators in connection with administration of estates, including the probate of wills, the preparation of the federal “estate tax” return (IRS Form 706); the preparation of the estate inventory and/or accounting; will contests; and estate tax litigation- Representation of trustees in connection with administration of trusts and related matters, including the interpretation and construction of trust provisions, the appointment or removal of trustees, and trust accountings- Representation of beneficiaries of estates and trusts - Representation of individuals and families regarding the formation, operation and transfer of family business and property ventures, including corporations, partnerships (general and limited), limited liability companies and trusts - Representation of tax-exempt organizationsSpecialties: Practice concentration on estate planning, probate, charitable planning, asset protection planning, business entity formation, and business succession planning. Representation also includes fiduciaries and beneficiaries in estate and trust administrations and clients in tax controversies before the Internal Revenue Service.

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  Partner

  Foley & Lardner Llp

  Oct 2018 - Present - Dallas, Texas, United States