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Board certified in Estate Planning and Probate Law, Mark Jacob focuses on estate planning, asset protection planning and income tax planning for individual and corporate clients. He has implemented sophisticated estate planning and asset protection planning techniques for clients, including family limited partnerships, intentionally defective grantor trusts, charitable remainder trusts, grantor retained annuity trusts and self-settled spendthrift trusts. Mr. Jacob also represents individual and corporate clients on aviation matters, including advising on tax and structuring issues when purchasing an aircraft. Mr. Jacob is a frequent speaker and presenter on these topics.Education J.D., with honors, The University of Texas School of Law, 1994 B.A., summa cum laude, Westminster College, 1991Bar Admissions Texas, 1994 Representative Experience Prepare wills, trust agreements and other estate planning and incapacity planning documents for individual clients.Create family limited partnerships and implement more sophisticated estate planning and charitable planning techniques for individual clients, including defective grantor trusts, charitable remainder trusts and grantor retained annuity trusts.Represent clients in probate and estate administration matters, including preparing estate tax returns.Advise clients purchasing and selling airplanes, including structuring transactions to minimize or eliminate sales and use tax and qualify for like-kind exchange treatment.Advise clients regarding asset protection issues and techniques, including limited partnerships and asset protection trusts. Establish charitable organizations, including private foundations, public charities and supporting organizations, and advise clients regarding the administration of organizations.Publications & Presentations Speaker: "Fiduciary Liability," Texas Bankers Association Trust School, 1999 Speaker/Author: Current Issues in Trust Law, South Texas College of Law Wills & Probate Institute, 2000 Speaker/Author: Drafting and Exercising Powers of Appointment, State Bar of Texas Advanced Drafting: Estate Planning & Probate Course, 2001 Speaker/Author: Asset Protection Planning,Deloitte Family Office Roundtable, 2004 Speaker/Author: Drafting and Exercising Powers of Appointment, Houston Bar Association Probate, Trusts & Estates Section Meeting, 2005 Speaker/Author: Basic Asset Protection Planning for Texans after the 2005 Bankruptcy Reform, Houston Business and Estate Council, 2006 Author: Asset Protection Planning after the 2005 Bankruptcy Reform, Houston Estate and Financial Forum, 2006 Speaker/Author: How to Ensure a Safe Landing When Purchasing an Aircraft, LLS and JPMorgan Chase Business Luncheon, 2007 Speaker/Author: How to Ensure a Safe Landing When Purchasing an Aircraft, LLS and JPMorgan Chase Business Breakfast, 2007 Speaker/Author: Powers of Appointment, South Texas College of Law, Will & Probate Course, 2007 Articles An Estate Planning Summary - What You Really Need to Know in 2006 5/1/2006 Asset Protection Planning After The 2005 Bankruptcy Reform 4/24/2006 Drafting and Exercising Powers of Appointment 3/5/2005 Press Release Locke Liddell & Sapp Partners Recognized Among The Best Lawyers In America 2008 9/24/2007 Half of Locke Liddell & Sapp's "Rising Stars" Are Women/Minorities 7/11/2005 Texas Monthly Names 20 Locke Liddell & Sapp Attorneys as Rising Stars for 2005 6/27/2005 Aviation Symposium and Reception Professional History Partner in the law firm of Locke Liddell & Sapp Professional Affiliations Member, State Bar of Texas (Real Estate, Probate and Trust Law Section) Board Member, Houston Estate and Financial Forum Member, Generation X Estate Forum Study Group. | 