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Areas of Practice
Director practicing in income taxation and estate planning. Experienced in family and business tax planning, asset protection and representation of taxpayers before the Internal Revenue Service and the United States Tax Court. Specifically involved in structuring family estates to maximize the amount of assets that pass to succeeding generations through the use of various types of trusts and business entities, as well as minimizing the estate and gift tax pertaining to such transfers. Legal consultation and structuring of business and family investment entities to protect key family assets from litigation risks.
Education
Juris Doctor - Southern Methodist University
Bachelor of Business Administration, with honors - Baylor University
Professional History
Admitted to Texas Bar - 1994
Admitted to practice before U.S. Court of Appeals, Fifth Circuit
Admitted to practice before U.S. District Court for the Northern District of Texas
Admitted to practice before U.S. Tax Court
Licensed as a Certified Public Accountant
Licensed as a Certified Financial Planner
Professional Affiliations
Member, State Bar of Texas
Member, American Institute of Certified Public Accountants
Member, Estate Planning Council of North Dallas | 