Bar Admissions: State Bar of Texas

Education: J. D., Indiana University School of Law (1993); B.S., Legal Administration, University of Evansville (1990) (magna cum laude)

Professional Achievements, Activities and Community Involvement:

Board Certified, Estate Planning & Probate Law, Texas Board of Legal Specialization;
Member, Exam Committee 2005-2011

State Bar of Texas:

Real Estate, Probate and Trust Law Section, Member;

Real Estate, Probate and Trust Law Council – 2007-2011;

Trust Code Committee – Chair, 2008-2013, current Member;

Tax Section, Member;

Tax Exempt Organizations Committee, Co-Vice Chair, 2011-present

American College of Trust and Estate Counsel, Fellow;
Charitable Committee, Member 2007-2011; Editorial Board, Member 2005-2008

Dallas County Bar Association – Member, Probate Section

Dallas Estate Planning Council – Board of Trustees 2007-2009

Gift Planning Advisory Council, University of Texas – Austin

Professional Advisor Council, Communities Foundation of Texas

Professional Advisor Outreach Cabinet, Community Foundation of North Texas

Texas Health – Harris Methodist, Harris Health Alliance - Member

Carroll Education Foundation – Board Member

Southlake Womens’ Club – Member; Art in the Square – Assistant to Chair

 

Speaking Engagements:

Author and Speaker, Nuts and Bolts of Modification Under the Trust Code and UPMIFA, State Bar of Texas, Non-profit Governance Course, 2014;

Course Director, State Bar of Texas, Advanced Estate Planning Strategies, 2014.

Author and Speaker, Trust Decanting, Texas Tech Estate Planning and Community Property Law Journal CLE & EXPO, Texas Tech University School of Law, 2014;

Speaker and Author in Part, Texas Trust Decanting, Houston Business & Estate Planning Council, 2014;

Author and Speaker, Advanced Unrelated Business Income Tax Issues, State Bar of Texas, Non-profit Governance Course, 2013;

Speaker, Decanting With Benefits, State Bar of Texas, Advanced Estate Planning and Probate Course, 2013;

Moderator, Speaker and Author, 2013, Planning in the “Eye of the Storm” of Uncertainty, State Bar of Texas, Advanced Estate Planning Strategies, 2013;

Author and Speaker, Gifts to Charities: Easy as “π”?, Corpus Christi Estate Planning Council Annual Seminar 2013

Author and Speaker, Charitable Boards: Good Governance, Midland-Odessa Business and Estate Council, 2013

Author and Speaker, Gifts to Charities: Easy as “π”?, State Bar of Texas, Estate Planning and Probate Drafting, 2012

Author and Speaker, Staying the Course: Good Governance in Turbulent Times, Conference of Southwest Foundations, Colorado Springs, Colorado, 2012

Author and Speaker, When Worlds Collide: The Merger of Two Foundations, State Bar of Texas, Governance of Nonprofit Organizations, 2012

Speaker, Top Ten Things to Take Away, State Bar of Texas, Advanced Drafting: Estate Planning and Probate Course, 2012

Author and Speaker, Matters of Life and Death: Working With Clients at Various Life Stages on Their Charitable, Financial and Estate Planning, Austin Advisors Forum, 2012

Moderator and Speaker, Let Me Speak With the Manager! – Planning With Business Assets, State Bar of Texas, Advanced Estate Planning Strategies, 2012

Speaker and Co-Author, Charitable Planning With Community Foundations, Community Foundation of North Texas, Professional Advisors Cabinet Annual Briefing and Charitable Update, 2012

Speaker, Top Ten Things to Take Away, State Bar of Texas, Advanced Drafting: Estate Planning and Probate Course, 2011

Course Director, State Bar of Texas, Advanced Estate Planning and Probate Course, 2011

Panelist, Strategic Charitable Planning Techniques, State Bar of Texas, Advanced Estate Planning Strategies, 2011

Moderator, Private Foundations: Succession and Legacy Issues, UT Nonprofit Organizations Institute, 2011

Structuring the Private Foundation, State Bar of Texas, Estate Planning and Probate Drafting Course, 2010

Directors Handbook and Orientation, State Bar of Texas, Governance of Nonprofit Organizations, 2010

Panelist, Business Succession and Drafting Options for the Business Owner, State Bar of Texas, Advanced Drafting: Estate Planning and Probate Course, 2008

Charitable Trusts, the Good, the Bad and the Not So Ugly, State Bar of Texas, Non-Profit Governance Course, 2008

Creating Your Organization, LiveStrong Summit, Lance Armstrong Foundation, 2008

Overview of the Pension Protection Act, University of Texas– 25th Annual Non-Profit Organizations Institute, 2008

Creative Coordination of Probate and Non-Probate Assets, State Bar of Texas, Advanced Drafting: Estate Planning and Probate Course, 2007

Charitable Giving Post PPA, State Bar of Texas, Advanced Tax Law Course, 2007

Panelist, Charitable Planning for Clients Who Aren’t Wealthy: Ideas and Forms You Can Take Back to Your Office & Use on Monday, State Bar of Texas, Advanced Estate Planning & Probate Course, 2007

Course Director, State Bar of Texas, Advanced Drafting: Estate Planning and Probate Course, 2007

Judicial Construction and Modification of Trusts: Practical Advice for the Client, Dallas Estate Planning Council, 2007

Foundation –Do’s & Don’ts, Advanced Estate Planning, Center for American & International Law 2006

Charitable Planning, Texas Bankers Association, Trust and Wealth Management Seminar 2006

Moderator, Estate Tax Law Changes and Other Hot Topics That May Affect Estate Planners, State Bar of Texas, Advanced Drafting and Probate Course 2005

Private Foundations, Tarrant County Bar Association, Tax Section, 2005

Panelist, A New Paradigm For Trusts: Rethinking Trust Structure in Light of Changing Purposes, a Changing Legislative Landscape and a Litigious Society, State Bar of Texas, Advanced Estate Planning Strategies, 2005

Creation of Family Foundations, Creation and Structure, Wills Trusts and Estate Law Planning Institute, Center for American and International Law, 2004

Panelist and Author, Working With and Giving Through Community Foundations, State Bar of Texas, Charitable Giving Course, 2004

A Tale of Two Tools: Split Interest Trust Drafting in a Low Interest Environment (CLTS and GRTS) – Charitable Lead Annuity Trusts and Charitable Lead Unitrusts With Forms, State Bar of Texas, Advanced Drafting Course, 2003

 

Personal:

Mother of three (3) children: Devin (daughter, age 17), Nathan (son, age 13) and Chloe (daughter, age 11); love football (especially high school and college), baseball (Texas Rangers and my son’s team) and Dallas Mavericks basketball