Practice
Partner of the Houston based law firm of Fulbright & Jaworski, L.L.P.
where he works in the Tax, Trust and Estates department. Estate Planning
for family wealth transfers, including income, gift, estate and generation-skipping
tax planning, both domestic and international, charitable planning, including
creation of foundations and split interest charitable trusts. Probate involves
administration of estates and trusts, as well as contests of Wills.
Organizations
Certified specialist in Estate Planning and Probate Law by the Texas
Board of Legal Specialization, Fellow of the American College of Trust &
Estate Counsel, Academician of The International Academy of Estate and Trust
Law, listed in Who`s Who in American Law, listed in The Best Lawyers in
America, listed in Inside Houston`s Best Lawyers issue, past president
of the Houston Council of the Navy League, former Commissioner of the Battleship
Texas Commission, Treasurer of the U.S.S. San Jacinto (CG-56) Committee,
Inc., Board member and officer of the U.T. NROTC Alumni Association, active
in numerous naval and military organizations, retired U.S. Naval Reserve
Captain, JAGC, Order of the Coif, past Director of the American Heart Association,
Houston Division, State Planned Giving Chairman for the Texas Affiliate
of the American Heart Association, Foundations Chairman for the Houston
Division, Advisory Director of the Houston Division of the American Heart
Association, State President of the German-Texan Heritage Society, past
President of the German Gulf Coast Association, founding director of the
Texas German Society, recipient, Order of Merit from Federal Republic of
Germany, Trustee of Lutheran Foundation of the Southwest, Member Texas Lutheran
University Corporation
Publications
"Funding the By-Pass Trust or How to Avoid a Blank Stare from the
Kids at the Second Spouse`s Death", State Bar of Texas, 9th Annual
Advanced Drafting: Estate Planning & Probate 1998, November 5, 1998,
Dallas, Texas
"Planning for the Ownership of Insurance", State Bar of Texas
Advanced Estate Planning Strategies Workshop, 1998, Santa Fe, New Mexico,
April 23, 1998
"Client Communications, Including Engagement and Termination Letters",
State Bar of Texas, 8th Annual Advanced Drafting; Estate Planning and Probate
Law Course, Corpus Christi, Texas, October 24, 1997
"Client Communications and Ethics", South Texas College of
Law, 11th Annual Wills & Probate Institute, Houston, Texas, September,
1997
Estate Planning Case Studies, 1997, Houston Bar Association Wills &
Probate Institute, Houston, Texas, February 7, 1997
"Planning for Resident and Non-Resident Aliens", Houston Estate
& Financial Forum, Houston, Texas, April 18, 1997
"So You`re Going to Win the Lottery", Wednesday Tax Forum,
Houston, Texas, April 29, 1997
"Undue Influence Issues", Estate Planning Seminar, Tulane Law
School, November 22, 1996
"Marital Deduction Loss for Non-citizens Provides Life Insurance
Opportunities", Journal of the American Society of CLU & ChFC,
May, 1991
"Estate Planning of Non-U.S. Citizens should be Reviewed",
Texas Medicine, Volume 85, Number 11, November, 1989
"Scenic and Conservation Easements can Yield Tax Benefits at Little
Cost to Owner", Estate Planning, March/April 1988
"Estate Planning for Cattle Operations", ACTEC Notes, Vol.
6-27, Winter, 1980.
"Estate Planning Considerations for Agricultural Operations",
The Agricultural Law Journal, Volume 2, Number 2, Summer 1980
Educational History
BA, University of Texas, 1962
Assistant Professor of Naval Science, Auburn University (1965-1967)
JD (with honors), University of Texas School of Law, 1969