- Personal planning, including wills, trusts, disability planning and pre and post marital planning
- International planning
- Private foundations & planned giving
Trust & Estate Administration
- Counsel individuals and corporate fiduciaries serving as executor or trustee
- Representation of beneficiaries of trusts and estates
- Probate and trust administration
- Preparation of estate and gift tax returns
Business and Tax Planning
- Closely-held business entity planning, formation and reorganization (LPs, LLCs and corporations)
- Business succession planning
Foundations, Public Charities & Other Tax-Exempt Organizations
- Formation, governance, funding, and related planning matters
- Qualification and reporting matters
- General representation of charitable entities, officers
Frost Bank Tower
401 Congress Avenue
Austin, Texas 78701
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