• Tax Law, Estate Planning, Business Law
  • American Bar Association, Real Property, Probate, and Trust Law Section, American College of Trust and Estate Counsel, Fellow, Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization, DePelchin Children's Center, Planned Giving Task Force, 2003; Board of Directors, 2006-2008; Fund Development Committee, 2006; Planned Giving Advisory Council, 2006-2007; Programs Committee, 2007-2008; Risk Management Committee, Chairperson, 2008, Estate Forum–The Next Generation, Houston Bar Association, Probate, Trusts, and Estates Section, Houston Business and Estate Planning Council, Houston Estate and Financial Forum, State Bar of Texas, Real Estate, Probate, and Trust Law Section, Texas, Texas
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Practice Areas
  • Tax Law
  • Estate Planning
  • Business Law
Additional Practice Areas
  • particularly designing
  • Trust and Estate Administration
  • Tax-Exempt Organizations
  • Private Clients
  • primarily $15 million and higher
  • Partnership Tax
  • All facets of estate planning and administration at various levels of client net worth
  • as well as strategies to transition ownership of family businesses from one generation to the next
  • Marital Property Issues
  • implementing
  • Gift Tax
  • Generation-Skipping Transfer Tax
  • Estate Tax
  • defending strategies to save federal gift and estate taxes
Jurisdictions Admitted to Practice
American Bar Association, Real Property, Probate, and Trust Law Section
American College of Trust and Estate Counsel, Fellow
Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization
DePelchin Children's Center, Planned Giving Task Force, 2003; Board of Directors, 2006-2008; Fund Development Committee, 2006; Planned Giving Advisory Council, 2006-2007; Programs Committee, 2007-2008; Risk Management Committee, Chairperson, 2008
Estate Forum–The Next Generation
Houston Bar Association, Probate, Trusts, and Estates Section
Houston Business and Estate Planning Council
Houston Estate and Financial Forum
State Bar of Texas, Real Estate, Probate, and Trust Law Section
Texas
Texas
Professional Experience
Education
The University of Texas School of Law
J.D
with honors
The University of Texas
M.B.A.
The University of Texas
B.A
with highest honors, double major in honors business and finance
Professional Associations
Texas State Bar # 00790618
Member
- Current
Certifications
Estate Planning and Probate Law
Texas State Bar
Websites & Blogs
Website
Website
Contact & Map
Shell Creek Ct
Houston, TX 77064
USA
Telephone: (713) 229-1204
Fax: (713) 229-2804