Jackson Walker partner Michael Kaufman spoke at the Texas Bankers Association’s Texas Trust and Graduate Trust Schools on July 19, 2012, in Dallas, Texas.
Mr. Kaufman’s speech, “Retirement Planning in the Estate Planning Context,” is a part of the school’s personal financial planning curriculum, where students learn estate planning techniques, including disposition of assets during and after a client’s lifetime.
Mr. Kaufman practices in the areas of estate planning and administration and charitable organizations. His practice has encompassed all areas of individual and family asset planning including design, drafting and implementation of family limited partnerships and related entities, public and private charitable entities, charitable remainder trusts, wills, insurance trusts, revocable (or “living” trusts) and other taxable and nontaxable gift transactions. His experience ranges from planning for the disposition of small simple estates through planning for management and disposition of complex estates with assets in excess of one billion dollars. Mr. Kaufman is a fellow of the American College of Trust and Estate Counsel. He was also named a “Texas Super Lawyer” by Thomson Reuters and a “Best Lawyer in Dallas” in the 2009 issue of D Magazine. Mr. Kaufman received both his B.A. degree in Psychology, with honors, and his J.D. degree from the University of Texas. As an undergraduate, Mr. Kaufman was elected to Phi Beta Kappa.