PROFESSIONAL QUALIFICATIONS

Admitted: 1978, Texas.

Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization

Education: University of Texas (B.A., with highest honors, 1975; J.D., with high honors, 1978). Phi Beta Kappa; Order of the Coif; Chancellors; Texas Law Review, 1976-1977; Teaching Quizmaster in Legal Research and Writing, University of Texas School of Law, 1977-1978; Law Clerk to the Honorable Irving L. Goldberg, U.S. Court of Appeals, Fifth Circuit, 1978-1979.

REPRESENTATIVE EXPERIENCE

• Preparation of simple and complex wills and trusts
• Asset protection and wealth preservation planning
• Marital property planning, including prenuptial and postnuptial planning
• Federal gift, estate, and generation-skipping transfer tax planning, including preparation of gift and estate tax returns
• Life insurance and retirement planning
• Gifts to minors, incapacitated persons, and others, including charitable planning
• Probate, guardianship, estate, and trust administration
• Assisting executors in the administration of decedent’s estates and trustees in the administration of trusts
• Representing guardians in the administration of guardianship estates
• Transfer tax controversies with the Internal Revenue Service, including private letter ruling requests
• Planning for incapacity, including management trusts, powers of attorney, and advance directives
• Establishing and advising non profit organizations and obtaining their tax exempt status

PROFESSIONAL AFFILIATIONS

• Austin Bar Association (Probate and Estate Planning Section)
• American Bar Association (Real Property, Probate and Trust Law Section)
• State Bar of Texas (Real Estate, Probate and Trust Law Section)

AWARDS AND HONORS

• Listed in The Best Lawyers in America® published by Woodward/White, Inc., Trusts and Estates, 2006-2010
• Listed as a Texas Monthly "Super Lawyer," Estate Planning and Probate, 2008

COMMUNITY

Family Eldercare, Board of Directors, 2008-present