Partner

Renee Jolley

Texas • Licensed 2005

Renee counsels Texas families and family-owned business principals on the work that determines whether wealth and a business move cleanly to the next generation. She is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization — a credential held by fewer than 1% of Texas attorneys. Renee’s work spans advanced trust structures, multigenerational wealth transfer, tax-efficient gifting, gift- and estate-tax planning and return preparation, and the administration of estates and trusts.

Her practice is distinguished by a holistic approach: she works at the intersection of family dynamics, business succession, and tax efficiency, which is where most closely held businesses’ hardest planning problems live.

Renee earned her B.A. from Texas A&M University, her J.D. from Texas A&M University School of Law (formerly Texas Wesleyan University School of Law), and her LL.M. in Taxation from SMU Dedman School of Law. She is a member of The College of the State Bar of Texas and was selected to Texas Rising Stars in 2017 and 2019.

Representative matters.

Recent representative engagements led or co-led by Renee. Past results do not guarantee or predict similar outcomes in future matters.

Reorganized a Texas family’s multi-entity ownership structure to align with the family’s estate plan and tax-reporting obligations. Audited the family’s operating and dormant entities, converted out-of-state entities into Texas LLCs, updated operating agreements and franchise-tax affiliate disclosures, and coordinated with the family’s accountants and wealth advisor on the downstream estate-administration and return implications.
Counseled the founder of a Texas-based investment-management business on the multi-year transfer of carried-interest economics into a family limited-partnership and irrevocable-trust structure. Integrated the transfers with a revocable living trust and trusts for the principal’s children and worked alongside an outside valuation firm and the family’s wealth advisor to close at a fresh appraisal date.