REPRESENTATIVE EXPERIENCE
John’s area of practice includes the following:
Assisting clients with protecting or preserving family wealth through application of wealth
preservation and asset protection techniques
Federal gift, estate, and generation-skipping transfer tax planning
Preparation of gift and estate tax returns
Federal income tax planning
Preparation of complex and tax-planned wills and trusts (including insurance trusts, grantor
retained annuity trusts, revocable management trusts, personal residence trusts, gift trusts, and
intentionally defective grantor trusts)
Estate planning for land and mineral interests
Retirement and life insurance planning
Charitable planning
Business succession planning for family owned and/or closely held businesses
Planning for incapacity through the use of appropriate trusts, powers of attorney and advanced
medical directives
Planning with family limited partnerships, limited liability companies and various gift, sale and
loan transactions
Probate, and estate and trust administration
Assisting executors in the administration of decedent’s estates and trustees in the administration
of trusts
Advised U.S. and internationally based clients on matters involving international estate
planning, risk management, and asset protection
PROFESSIONAL AFFILIATIONS
Austin Bar Association, Estate Planning and Probate Section (Board of Directors, 2017 – Present)
Austin Bar Association, Business, Corporate and Tax Section
Austin Young Lawyers Association
Estate Planning Council of Central Texas
State Bar of Texas Real Estate, Probate and Trust Law Section
State Bar of Texas Tax Section