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Planning with Grantor Trusts
Speeches & PresentationsSalt Lake Estate Planning Council
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Practices
- Corporate
- Estate and Business Planning
- Estate, Gift and Generation-Skipping Transfer Taxes
- Estate Tax
- Marital Property Issues Law
- Tax Exempt Organizations
- Tax
- Trust and Estate Law
Education
J.D., The University of Texas School of Law 1994with honorsOrder of the Coif
Chancellors
M.B.A., The University of Texas 1994
B.B.A., Business Honors Program & Finance, The University of Texas 1989with highest honors
Admission & Affiliations
American College of Trust and Estate Counsel, Fellow, 2008-present; Business Planning Committee, 2011-2015; Estate and Gift Tax Committee, 2011-present
Cambridge Forum on Private Wealth Law, 2018-present; Co-Chair of Inaugural Steering Committee, 2018; Co-Chair of Steering Committee, 2018-2022
Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization, 2002-present
American Bar Association, Real Property, Probate and Trust Law Section, 1994-present
State Bar of Texas, Real Estate, Probate and Trust Law Section, 1994-present
Houston Bar Association, Probate, Trusts and Estates Section, 1994-present; Council Member, 2008-2018; Officer Rotation, 2013-2017; Chairman, 2017-2018
Houston Business and Estate Planning Council, 2002-present
Houston Estate and Financial Forum, 1995-present
Estate Forum - The Next Generation, 1998-present