Planning with Grantor Trusts
Speeches & PresentationsSalt Lake Estate Planning Council
Salt Lake Estate Planning Council
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
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