Estate Planning and Probate
Board Certified, Estate Planning and Probate Law – Texas Board of Legal Specialization
Background and Education
- The University of Texas School of Law (J.D. with honors, 1976)
- Oklahoma State University (B.S. in Accounting, 1973)
- State Bar of Texas, 1976
- U.S. District Court for the Northern District of Texas, 1986
Professional Affiliations and Recognition
- Member, Sections on Real Estate, Probate and Trust Law (REPTL Council, 2017 to present) and Business Law, State Bar of Texas
- Member, Power of Attorney and Advance Directives Committee, Real Estate, Probate and Trust Law Section, State Bar of Texas (January 2014 to present)
- Member, Section on Probate, Trusts and Estates, Dallas Bar Association
- Adjunct Professor of Business Law, LeTourneau University (1991 through 1999)
- Member, Trinity Bible Church, Richardson, Texas
- Co-Author/Panelist, Dallas County Bar Association Probate, Trust & Estates Section (September 2017), Highlights of the New and Improved Texas Durable Power of Attorney Act: A Panel Discussion.
- Author/Speaker, Corpus Christi Estate Planning Council (February 2016), Planning for Incapacity with Powers of Attorney and Revocable Living Trusts.
- Author/Speaker, 39th Annual Advanced Estate Planning and Probate Course, State Bar of Texas (June 2015), Just What Powers and Provisions Should Be Included in Powers of Attorney and Revocable Trusts?
- Author/Panelist, Estate Planning Council of North Texas (May 2015), Drafting, Defending and Attacking Premarital and Post-marital Agreements.
- Author/Speaker, Estate Planning Council of North Texas (January 2014), Portability vs. Credit Shelter Trust: Making Decisions with Your $2-10M Clients
- Author/Speaker, Texas Association of Bank Counsel (October 2012), Death of a Customer: Who Do We Pay? How Do We Collect?
- Author/Panelist, 36th Annual Estate Planning and Probate Course, State Bar of Texas (June 2012), Uniform Power of Attorney Act
- Author, Real Estate Probate and Trust Law Reporter, Vol. 49, No. 2 and 3, Drafting Powers of Attorney Your Banker Will Love (or at Least Honor).
- Author/Speaker, Texas Association of Bank Counsel (October 2011), Drafting Powers of Attorney the Banker Should Love (Or at Least Honor)
- Author/Speaker, Estate Planning Council of North Texas (March 2011), Drafting Powers of Attorney Your Banker Will Love (or at Least Honor) or I Don't Need a Power of Attorney, I've Got a Revocable Trust!
- Author/Speaker, Austin Bar Association Estate Planning and Probate Section CLE (May 2008), Multiple-party Accounts in Financial Institutions: Special Issues in Estate Planning and Estate Administration
- Author/Speaker, Financial Institutions Section of the Austin Bar Association (April 2008), Death of a Customer: Who Do We Pay? How Do We Collect?
- Author/Speaker, Collin County Bar Association (November 2007), Multiple-party Accounts in Financial Institutions: Special Issues in Estate Planning and Estate Administration.
- Author/Speaker, Dallas Financial Institutions Legal Counsel Network (April 2007), Powers of Attorney and Deposit Accounts: What Bankers Should Know.
- Author/Speaker, TSCBA/IBAT 31st Annual Legal Conference (April 2005), Death of a Customer: Who Do We Pay? How Do We Collect?
- Author/Speaker, TSCBA/IBAT 30th Annual Legal Conference (Feb. 2004), On the Horns of a Dilemma: Bank Responses to Requests (And Demands) for Customer Information.
- Author/Speaker, TSCBA/IBAT 26th Annual Legal Conference (Feb. 2000). UCC Update: Forgeries, Unauthorized Signatures, and Recent Article 3 and 4 Developments.
- Author/Speaker, Heart of Texas Estate Planning Council (May 2000), Multiple-Party Accounts in Financial Institutions.
- Author/Speaker, TSCBA/IBAT 24th Annual Legal Conference (Feb. 1998), Probate Code Potpourri: Recent Changes in the Probate Code and Other Statutes Affecting Banks.
- Account Documentation Manual, published by The Bank Store, Inc. (a subsidiary of Texas Bankers Association) (1993 – 2014).
Client references will be provided upon request.