Paige Ben-Yaacov's practice focuses on estate planning and estate administration. High net worth individuals, particularly those who have complex trust structures or who own interests in closely-held businesses, family limited partnerships, real estate and oil and gas assets, rely on Paige's experience to help them minimize federal gift and estate taxes, preserving assets in the client's family for future generations. She often helps clients with defined-value formulas, sales to intentionally defective trusts, reorganizing closely-held businesses, the creation of generation-skipping trusts, GRATs, QPRTs, family limited partnerships, buy-sell agreements, etc.
In Ms. Ben-Yaacov’s estate administration practice, she helps fiduciaries and beneficiaries understand, fulfill and exercise their rights and responsibilities. Executors of estates find Paige’s assistance in securing appraisals of hard-to-value assets, filing estate tax returns and funding trusts to be extremely helpful. Clients appreciate that Paige brings a very personal approach to her practice, building trusted relationships with her clients and their families that provide her with a deep understanding of their needs and desires for their estate planning.
Ms. Ben-Yaacov is a sought-after speaker on estate planning and administration topics, and has been quoted in articles appearing in The New York Times.
- Assisted owners of closely-held oil and gas business in reorganizing business in order to transfer non-voting stock to trusts for descendants
- Assisted owners of real estate business in consolidating control of various subsidiaries in order to effectively address business succession issues and transfer wealth to next generation
- Advised trust beneficiaries regarding rights to distributions from trusts and powers to determine manner in which trust assets pass upon beneficiary’s death
- Represented co-executors of estate holding oil & gas investments, ranches, other real property, and interests in various closely-held entities; particular aspects of representation included forming entities post-death to hold various assets, obtaining numerous appraisals of hard-to-value assets, preparing estate tax return, and assisting in favorable settlement of audit of estate tax return
Awards & Community
Recognized for Private Wealth Law by Chambers High Net Worth, 2016 & 2017
Listed in The Best Lawyers in America, (Woodward/White Inc.), 2013-2017
Recognized as a Texas Super Lawyer-Rising Star (Thomson Reuters), 2005-2012
Publications, Speeches & Presentations
Texas Bankers Association Advanced Trust Forum, San Antonio, Texas (with Katie Custer)
Structuring Defined Value Claims in Trust Transfers: Formula Allocations and Price Adjustment ClausesWebinars - Recorded
Strafford Webinar (with Jonathan Rikoon and Patrick Duffey)
Probate & Property, Real Property, Trust and Estate Law Section, American Bar Association