







EDUCATION
• University of Denver (LL.M. in Taxation, 2003)
• South Texas College of Law (J.D., 2002)
• St. John’s College (M.A., Liberal Arts, 1998)
• University of Texas at Austin (B.A., English, 1996)
PRACTICE AREAS
• Estate Planning & Asset Preservation
• International Trust & Estate Planning
• International Litigation
PROFESSIONAL MEMBERSHIPS AND HONORS
• Fellow, The American College of Trust and Estate Counsel
• Academician, The International Academy of Estate and Trust Law (Member, Membership Committee)
• Member, Society of Trust and Estate Practitioners (Chair, Board of Directors; Texas Chapter)
• Member, Private Client Global Elite (2017 – present)
• Recognized by Best Lawyers® for Trusts and Estates (2018 – present)
• Member, International Bar Association (Vice Chair, Private Client Tax Committee; Founding Editor, International Estate Planning Guide)
• Member, State Bar of Texas
• Member, American Bar Association
• Member, Austin Bar Association
• Member, The College of the State Bar of Texas
• Member, Estate Planning Council of Central Texas
PUBLICATIONS AND PRESENTATIONS (SELECTED)
• Presenter/Co-Author, “Asset Protection Trust Planning for Accountants,” Saville Dodgen & Company, PLLC CLE, Dallas, Texas (2021)
• Panel Co-Chair, “Where is the safest place for your asset protection trust upon your divorce?” IBA 2020 Virtually Together Conference, International Bar Association (2020)
• Presenter/Co-Author, “Asset Protection: Strategies and Recent Developments,” 17th Annual Sophisticated Trusts and Estates Law Institute, New York State Bar Association, New York, NY (2019)
• Panel Co-Chair, “Protecting your Children from their Future Spouses,” 24th Annual International Private Client Conference, International Bar Association, London, England (2019)
• Presenter, “Impact of Creditor Issues on Administering Structures,” 7th Annual Private Client Forum Americas Conference – The New World, Legal Week, Newport Beach, California (2019)
• Panel Co-Chair, “See no evil, hear no evil, speak no evil… unless, of course, it’s evil,” 23rd Annual International Wealth Transfer Practice Conference, International Bar Association, London, England (2018)
• Presenter/Co-Author, “Asset Protection Trust Planning,” Planning Techniques for Large Estates, American Law Institute CLE, Austin, Texas (2018)
• Presenter/Co-Author, “Asset Protection: Strategies and Recent Developments,” 62nd Annual Estate Planning Seminar, University of Washington School of Law, Seattle, Washington (2017)
• Panelist, “Recent Developments in International Trust Litigation,” The International Academy of Estate and Trust Law Annual Meeting, Chicago, Illinois (2017)
• Panel Co-Chair, “Hands-off those assets: cross-border strategies and vulnerabilities to protecting family wealth from civil creditors,” 22nd Annual International Wealth Transfer Practice Conference, International Bar Association, London, England (2017)
• Author, “Chapter 9: Asset Protection Trusts for U.S. and Foreign Persons,” International Estate Planning (Second Edition), Pub. 482, H. Christensen III (Ed.), New York, NY: LexisNexis (2016)
• Presenter/Co-Author, “Asset Protection: Strategies and Recent Developments,” 14th Annual Sophisticated Trusts and Estates Law Institute, New York State Bar Association, New York, New York (2016)
• Panel Co-Chair, “I want my plan in good shape – Health checks and spring cleaning your estate planning documents and tax strategies,” 21st Annual International Wealth Transfer Practice Conference, International Bar Association, London, England (2016)
• Presenter, “International Trusts Update,” 4th Annual Private Client Forum Americas Conference – Turn and Face the Strange: Changes, Legal Week, Bermuda (2016)
• Presenter/Co-Author, “Domestic Asset Protection Trusts,” 64th Tulane Tax Institute, Tulane University Law School, New Orleans, Louisiana (2015)
• Presenter/Co-Author, “Asset Protection Strategies and Recent Developments,” 2015 Advanced Estate Planning, Texas Society of Certified Public Accountants, San Antonio, Texas (2015)
• Presenter/Co-Author, “Offshore Asset Protection Trusts,” 31st Annual Advanced Course International Trust and Estate Planning Conference, American Law Institute CLE, San Francisco, California (2015)
• Presenter/Co-Author, “Panel Discussion on Asset Protection,” Annual Summer Program at the University of Wisconsin – Estate Planning in Depth, American Law Institute CLE, Madison, Wisconsin (2015)
• Panel Chair, “FATCA in Action – Building an Empire on Which the Sun Never Sets,” 20th Annual International Wealth Transfer Practice Conference, International Bar Association, London, England (2015)
• Presenter/Co-Author, “Asset Protection: Strategies and Recent Developments,” 12th Annual Sophisticated Trusts Estates Law Institute, New York State Bar Association, New York, New York (2014)
• Session Co-Chair, “Til the sooner of death and divorce do us part: the use of trusts, marital agreements and other structures in the protection of wealth upon the termination of marriage,” Annual Conference, International Bar Association, Tokyo, Japan (2014)
• Presenter/Co-Author, “Panel Discussion on Asset Protection,” 50th Annual Summer Program at the University of Wisconsin – Estate Planning in Depth, The American Law Institute CLE, Madison, Wisconsin (2014)
• Session Chair, “The Past, Present and Future Relationship of Onshore and Offshore Jurisdictions,” 19th Annual International Wealth Transfer Practice Conference, International Bar Association, London, England (2014)
• Author/Presenter, “A Comprehensive Approach to Asset Protection Planning,” 2013 Stanley M. Johanson Estate Planning Workshop, The University of Texas School of Law, Austin, Texas (2013)
• Panelist, “Estate Planning Workshop,” 2013 Stanley M. Johanson Estate Planning Workshop, The University of Texas School of Law, Austin, Texas (2013)
• Presenter/Co-Author, “Foreign Account Tax Compliance Act and Other Foreign Reporting,” 31st Annual Advanced Tax Law, State Bar of Texas, Dallas, Texas (2013)
• Presenter/Co-Author, “Offshore Account Reporting Requirements,” Linn Thurber LLP, Continuing Education Seminar, Houston, Texas (2013)
• Session Chair, “Big Brother is Watching You – What Information Does the Taxman Have,” 18th Annual International Wealth Transfer Practice Conference, International Bar Association, London, England (2013)
• Presenter/Co-Author, “Asset Protection Trust Planning,” Attorneys in Tax and Probate, Houston, Texas (2013)
• Presenter/Co-Author, “Offshore Account Reporting Requirements,” 59th Annual Texas CPA Tax Institute, Texas Society of Certified Public Accountants, Dallas, Texas (2012)
• Presenter/Co-Author, “Offshore Account Reporting Requirements,” 59th Annual Texas CPA Tax Institute, Texas Society of Certified Public Accountants, San Antonio, Texas (2012)
• Editor, International Bar Association, International Estate Planning Guides http://www.ibanet.org/internationalestateplanningguides.aspx
• Presenter/Co-Author, “Offshore Account Reporting Requirements,” 30th Annual Advanced Tax Law, State Bar of Texas, Dallas, Texas (2012)
• Presenter, “The Skies Are Clear: Is Now a Good Time For Asset Protection Planning?” 17th Annual International Wealth Transfer Practice Conference, International Bar Association, London, England (2012)
• Author/Panelist, “Offshore Account Reporting Requirements FBAR and §6038D,” 59th Annual Taxation Conference, The University of Texas School of Law, Austin, Texas (2011)
• Presenter/Co-Author, “Asset Protection: Trust Planning,” 9th Annual Sophisticated Trusts Estates Law Institute, New York State Bar Association, New York, New York (2011)
• Author/Presenter, “Asset Protection (Simple to Complex) – Will Texas Law Protect Your Special Interests?” 35th Annual Advanced Estate Planning & Probate Course, State Bar of Texas, Fort Worth, Texas (2011)
• Presenter/Co-Author, “Asset Protection: Trust Planning,” 8th Annual Sophisticated Trusts Estates Law Institute, New York State Bar Association, New York, New York (2010)
• Presenter/Co-Author, “Asset Protection: Trust Planning,” Wichita Estate Planning Council, Wichita, Kansas (2010)
• Panelist, “So You Don’t Want to Leave it to the Kids – Use of Trusts and Other Planning Tools- How to Plan the Multinational Estate When Constrained by Forced Heirship and Other Issues of Controlling the Family Jewels,” Annual Conference, International Bar Association, Madrid, Spain (2009)
• Author/Presenter, “Tax Compliance and Asset Protection,” International Forum on Asset Protection Planning, Las Vegas, Nevada (2007)
• Author/Presenter, “Tax Compliance and Asset Protection,” International Forum on Asset Protection Planning, New York, New York (2007)
• Author/Presenter, “What To Do When a Spouse is Confronting Health Issues – The Estate Plan,” Resolving Legal and Financial Issues in Elder Care, Dallas, Texas (2006)
• Author/Presenter, “What To Do When a Spouse is Confronting Health Issues – The Estate Plan,” Resolving Legal and Financial Issues in Elder Care, Fort Worth, Texas (2006)
• Co-Author, “The U.T.C.: A Continued Threat to Special Needs Trusts – Part II, The Creation of an Enforceable Right in Almost All Discretionary Trusts,” Journal of Retirement Planning (2006)
• Co-Author, “The Uniform Trust Code: A Continued Threat to Special Needs Trusts – Part II,” Journal of Practical Estate Planning (2006)
• Co-Author, “After the Uniform Trust Code, Does a Family Limited Partnership Provide More Asset Protection Than a Non-Self Settled Trust?” Journal of Passthrough Entities (2005)
• Co-Author, “The Uniform Trust Code: A Continued Threat to Special Needs Trusts, Even After Amendment,” Journal of Practical Estate Planning (2005) and Journal of Retirement Planning (2005)