M&A, tax, outside general counsel, and estate & family advisory for closely held Texas businesses and high-net-worth families.
What we deliver — and the depth behind each result.
Two partners hold LL.M. degrees in Taxation — from Northwestern Pritzker and SMU Dedman. The depth shows up in transaction structures that withstand IRS scrutiny and partnership economics that work the way the deal was negotiated.
Renee Jolley is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization — fewer than 1% of Texas attorneys hold the certification. The credential reflects depth in the documents and dynamics that determine whether multi-generational wealth and a family business actually transfer.
Clients work with the partner on the matter — not an associate after a pitch. The boutique structure makes senior attention sustainable, and the practice mix (M&A, tax, OGC, estate & family advisory) keeps the team broadly engaged rather than narrowly specialized.
M&A, tax, and outside general counsel for owner-operated companies navigating a sale, an acquisition, a partner change, or succession — not just institutional deals.
Estate, tax, and succession planning for families with significant assets, a closely held business, or concentrated wealth — often $3 million or more, or with comparable planning complexity — who need more than a basic will.
Tax, deals, governance, and estate planning — run by one team, because for the businesses and families we serve, they are one problem.
LL.M. in Taxation, Northwestern Pritzker. Licensed in Texas and New York.
View profile →Board Certified in Estate Planning & Probate Law (TBLS) — held by fewer than 1% of Texas attorneys. LL.M. in Taxation, SMU Dedman.
View profile →Civil and criminal appellate and white-collar defense in the Texas Courts of Appeals, the U.S. Fifth Circuit, and the U.S. Supreme Court.
View profile →Representative engagements. Past results do not guarantee similar outcomes.
Sale of substantially all the assets of two affiliated multi-state staffing businesses to a publicly traded strategic acquirer.
Acquisition of a manufacturing business and its operating real estate — SBA-financed and structured with a §336(e) election for a stepped-up basis.
Tax-free reorganization of two affiliated family-owned agencies, followed by a spin-off separating the enterprise into distinct ownership lines.
Recent updates on business and family law.
Deal structuring, working capital, and middle-market dynamics.
Wills, trusts, and strategies for clean generational transitions.
Partnership tax, IRS audits, and pre-transaction structuring.
Lifetime gifting, dynasty trusts, and family limited partnerships.
Governance, commercial contracts, and day-to-day legal operations.
Aligning business succession plans with personal estate plans.
Essential guidance for Texas businesses and families.
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