Private Clients and Wealth Management

Overview

Baker Botts’ Private Client and Wealth Management lawyers provide counsel on every aspect of estate and trust planning and administration, tax litigation, and fiduciary litigation. Our nationally renowned team of attorneys understands the intricacies of evolving tax laws and their impact on clients.

We are particularly adroit in navigating complex situations that involve vast wealth or unique challenges, providing strategic guidance to ensure your interests are protected. Our lawyers are well-versed in sophisticated family business structuring and restructuring, including the creation and management of closely held entities like family limited partnerships. Our team has a deep understanding of advanced asset transfer techniques, offering innovative strategies to help transfer wealth effectively while defending against IRS challenges when they arise. We have been involved in many of the most high-profile estate and gift tax cases in the last 30 years.

For those administering charitable trusts or private foundations, we offer practical advice to ensure compliance and further your charitable objectives.

We assist clients with preparing gift, estate, and generation-skipping transfer tax returns and defending them when necessary, drawing on the experience of our lawyers who focus on tax litigation.

While many of our clients are aware that Texas is one of nine community property states (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Washington and Wisconsin), it is rare that a client appreciates the nuances of a community property regime. We often counsel clients about these nuances and their practical application as a component part of their estate plans.

Emily Heasley Photo
Emmie Jeffus Special Counsel

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Ross Holley
Ross Holley Senior Associate

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Juliann Krolick
Juliann Krolick Senior Associate

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Tyler Murray
Tyler R. Murray Senior Associate

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Emily Heasley Photo
Emmie Jeffus Special Counsel

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Ross Holley
Ross Holley Senior Associate

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June 2023 Speeches & Presentations Estate and Gift Audit & Litigation Issues
June 2022 Speeches & Presentations Masterclass in Estate Administration - Part III
June 2023 Speeches & Presentations Estate and Gift Audit & Litigation Issues
June 2022 Speeches & Presentations Masterclass in Estate Administration - Part III