Areas of Practice:

• Employee Benefits
• Estate Planning, Wills, Trusts & Probate
• Closely Held and Family Business Planning

Represents clients (primarily personal services business such as medical groups and law firms) in general business matters and in the following particular areas:

• qualified and non-qualified tax retirement plans
• mergers
• acquisitions
• ERISA plans /curative remedies
• dispositions of business
• buy-sell agreements

Tax Planning

Represents owners of privately held proprietorships, partnerships and corporations in structuring and documenting federal income and estate tax savings devices,as well as federal and state tax planning matters.

Family Planning

Advises clients on estate planning, including the use of life insurance, structuring of living trusts, charitable foundations and charitable trusts. Represents clients in the probate administration of wills.

Examples of clients represented: Capitol Anesthesiology Association, Cardiothoracic & Vascular Surgeons, P. A., The Orthopaedic Group, P. A., Medical Park Orthopaedic Associates, Central Texas Neurology Consultants, Moe Freid Marble & Granite, Benold's Jewelers, Bank of America, N.A., Austin Trust Company, Capital Land & Livestock Company, Capital Pediatric Group, Jerald Winetroub Company

Biographical Information: born Fort Worth, Texas, September 21, 1941; admitted to bar, 1966, Texas. Preparatory and legal education, University of Texas (B.B.A., 1963; LL.B., 1966). Certified Public Accountant, Texas 1966. Listed in The Best Lawyers in America, Employee Benefits Law, (1987 to date).