I have significant experience with the following types of legal matters:
-Reforming complex trusts to meet present-day needs in order to minimize tax exposure, preserve wealth and maximize intergenerational wealth transfers
-Assisting families who suspect an elderly loved one may be abused by a caregiver or institution
-Helping veterans receive the benefits they deserve (Certified by the Veterans Administration)
-Structuring family business succession planning, including gift and estate tax minimization and creditor protection
-Supporting families dealing with special needs children or elderly relatives or neighbors
-Providing efficient and effective services in both probate & guardianship estate administration and litigation matters
Phi Alpha Delta. Author: "Administration of the Estate in Texas;" "Elder Law in Texas;" "A Practical Guide to Estate Administration in Texas;" "Advanced Estate Planning Techniques in Texas;" "How to Draft Wills and Trusts in Texas, 2001 and 2004;" "Tax Aspects of Texas Limited Liability Companies." Speaker: Probate Trusts and Estate Section, Dallas Bar Association, 1985-1987; 1990, 1992, 1995 and 1996; Lorman Education Services, "Accounting For Estates & Trusts," 2006 "Medical Assistance Planning," 2006 "Top 10 Estate Planning, Wealth Transfer & Asset Protection," 2006, Lorman, 2007. NBI - Administration of the Estate in Texas; 1991, 1993, 1996, 1997, 1999, 2000, 2001, 2003 and 2004; NBI - Elder Law in Texas, 1992, 1994, 1996, 1997, 1999, 2001, 2002 and 2004; Estate Planning, 1998, 2000, 2001; Planning for Special Needs Trusts, 2002, 2003 and 2004; Tax Aspects of Limited Liability Companies in Texas, 2002 and 2003; "Probate Process From Start to Finish," 2006, 2007 and 2008; "Successful Wealth Transfer Strategies," 2008; "Estate Administration Process," 2008. NBI: Fundamental Issues in Elder Law, 2007; Financial Statement Analysis: Understand and Interpret Financial Results for Better Management, Investment and Credit Decisions; Trained Arbitrator and Mediator, American Arbitration Association. Certified Guardian Ad Litem. Participating Attorney in the AARP Legal Services Network. Member: College of the State Bar of Texas, 2000-; Texas Pro Bono College, 2004-; National Academy of Elder Law Attorneys, 2000-. Sustaining Member, Pro Bono College of the State Bar of Texas, 2003.
American, Texas and Dallas Bar Foundations. Accredited Estate Planner, 1995-; National Association of Estate Planning Councils, 1995-.