Tom assists clients with virtually all aspects of estate, gift and generation-skipping tax transfer planning; probate; wealth preservation planning; community property issues; income taxation of estate and trusts; and fiduciary litigation.
He also counsels families with respect to complex non-tax aspects of wealth transmission to subsequent generations.
Tom has extensive experience in his practice area and has been board certified in estate planning and probate law by the Texas Board of Legal Specialization since 1978.
Represented individuals in the design and income, gift and estate tax consequences of wealth transfer plans, including lifetime and testamentary transfers.
Represented individuals in the formation, reorganization, and taxation of family businesses (corporate, partnership, and limited liability company) to achieve family wealth transfer and family ownership succession objectives.
Represented individuals in the design and tax consequences of trusts benefiting family members, charities or other desired beneficiaries.
Represented individuals in the design of private philanthropy, including design and implementation of private foundations and private gift funds with community foundations.
Represented individuals and corporate entities as executors in the administration of decedent’s estates and as trustees in the administration of both lifetime and testamentary trusts.
Represented executors and trustees in disputes with the Internal Revenue Service relating to estate, gift and generation-skipping taxation.
Represented individuals and entities in fiduciary litigation matters, including suits for alleged breaches of trust and abuse of discretion.
Represented individuals and entities in will and trust contests and construction and modification actions.
Represented individuals preparing to marry in the design of premarital agreements.
Member, American College of Trust and Estate Counsel, 1984-Present
Member, The International Academy of Estate and Trust Law, 1990-Present
Member, American Bar Association
Member, Dallas County Bar Association
Texas State Bar Association
Board certified, Estate Planning and Probate Law, Texas Board of Legal Specialization, 1978-Present
Awards & Recognition
Profiled as one of the leading Private Wealth Law lawyers in Texas, Chambers & Partners: High Net Worth Guide, 2017-2019
Selected as a Best Lawyer for Trusts and Estates, Best Lawyers in America, 1987-2019. A description of the selection methodology can be found on Best Lawyers’ webpage.
Selected as a Super Lawyer for Estate Planning and Probate, Texas Monthly, 2007-2018. A description of the selection methodology can be found on Super Lawyers’ webpage.
Selected as a Best Business Lawyer in Dallas, 2007-2011, and Best Personal Lawyer in Dallas, 2009, D Magazine. A description of the selection methodology can be found on D magazine’s webpage.
Listed among the Best Lawyers in Dallas, D Magazine, 2007-2015. A description of the selection methodology can be found on D magazine’s webpage.
Author, Estate Planning for the Owner of Oil and Gas Properties; An Overview of Judicial and Legislative Developments with Planning Considerations, Oil and Gas Tax Quarterly 26.1 Page: 10, 1977
Author/Speaker (Partial Listing): Texas State Bar Advanced Estate Planning Institute, SMU Symposium on Estate Planning, Texas CPA Foundation, Dallas Estate Planning Council, Texas International Law Symposium, Notre Dame Estate Planning Institute, University of Texas Annual Taxation Conference, Southwestern Legal Foundation Wills and Probates Institute, North Texas Audit Staff, IRS Estate and Gift Tax Board
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