Wills and Trusts | Probate | Corporations, Partnerships, and Limited Liability Companies | Non-Profits | Churches
Wills and Trusts - Preparation of Wills, Preparation of Revocable Living Trusts, and more.
Probate - Handling of the probate of wills and all matters incident to the administration of estates, including complex estates.
Corporations, Partnerships, & LLC Laws - Business Formations, Business Governance & Operation, and more.
Non-Profits - Public charity vs. Private Foundation, IRS Form 1023, and more.
Churches - Formation of churches, Tax-Exempt Status, and more.
J.D. – Baylor University School of Law, 1985
B.B.A. Finance – Baylor University, cum laude, 1982
State Bar of Texas
5th Circuit Court of Appeals
Served hundreds of clients in planning their estates
Prepared hundreds of Wills
Prepared hundreds of Trusts
Guided executors and administrators through a myriad of probate and estate administration actions
Represented spouses and children as beneficiaries in Texas probate proceedings and assisted heirs in identifying and protecting their rights of inheritances in estate administrations and heirship proceedings
Successfully formed S-Corporations, limited liability companies, limited partnerships, and family limited partnerships
Advised numerous boards of directors and/or boards of elders in the establishment of non-profit corporations and churches
Obtained issuance of IRS Letters of Recognition of Tax Exempt Status for many non-profit organizations
Counseled sellers and buyers in the sale and acquisition of businesses and business assets
Publications and Presentations:
The Five Estate Planning Documents Every Texas Needs
Training Seminar for Non-profit Board of Directors
Asset Protection Under the Texas Property Code
Partner – Burdett, Morgan, Williamson & Boykin, 1990-present
Associate – Burdett, Morgan, Williamson & Boykin, 1988-1990
Associate – Culton, Morgan, Britain & White, 1985-1988
Greater Southwest Music Festival (Director – 6 years)
Kinds, Incorporated (Director – 9 years)
City of Amarillo Planning and Zoning Commission (6 years)
Kids, Inc. Foundation Trustee (3 years)
Amarillo Area Estate Planning Council (Director)
Amarillo Area Bar Association (President, Director)
Texas Bar Foundation (Fellow)
Married, 3 children, 3 grandchildren