Multigenerational wealth transfer, business succession, and family governance counsel for Texas families and family-business principals — from Board-Certified Texas counsel.
For closely held businesses with multi-generational ownership, the estate plan and the business plan are the same plan. Two partners hold LL.M.s in Taxation and one is Board Certified in Estate Planning and Probate Law — the firm is built to coordinate both sides without handoffs to outside specialists.
Lifetime gifting strategies, generation-skipping transfer tax planning, and dynasty trust design. We work with families building wealth that needs to move across two, three, or more generations without erosion to gift, estate, and GST tax. Coordinated with the family’s investment and operating-company strategy.
When the family owns operating companies, the business succession plan and the personal estate plan are designed in the same engagement. Buy-sell agreements, GST-aware ownership structures, voting and non-voting equity layers, and the documents that hold the next generation’s economics together. This is the BNJ Legal differentiator.
Uncontested probate, trust administration, fiduciary counsel, and post-mortem planning. We serve corporate trustees, family fiduciaries, and individual executors. Estate tax return preparation and audit defense, disclaimer planning, and beneficiary representation.
Family limited partnerships, dynasty trusts, single-family-office structures, irrevocable life insurance trusts, and the governance documents that hold them together — family councils, family employment policies, investment policy statements, and conflict-resolution frameworks.
Strategy and return preparation for gift, estate, and generation-skipping transfer taxes. Both partners on the family-advisory side hold LL.M. degrees in Taxation — the deepest credential a tax lawyer can hold. Includes audit defense and IRS controversy on transfer tax matters.
A single point of legal contact across the family’s CPA, wealth manager, trustees, operating-company counsel, and family-office staff. The legal plan should fit the financial and operational plan — not compete with it.
Family-owned operating companies where the next generation’s involvement, ownership, and tax position are all live questions.
Single-family offices, embedded family-office staff, and the family principals who direct them. Legal counsel coordinated with the family’s investment and operating strategy.
Families building or preserving wealth where estate, gift, and generation-skipping transfer tax planning is part of the picture.
She drafts the family entity structures, the trust documents, and the gift- and estate-tax plans that determine whether multi-generational wealth and a family business actually transfer. Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization (held by fewer than 1% of Texas attorneys); LL.M. in Taxation from SMU Dedman School of Law; practicing estate, business, and tax law since 2005.
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