Michelle Rosenblatt

Michelle’s practice includes:

• Estate, gift, and income tax planning
• Charitable planning
• Inbound and outbound international estate planning
• Preparing Wills and documents to address incapacity (including powers of attorney)
• Preparing revocable and irrevocable trusts
• Preparing premarital, marital, and cohabitation agreements
• Business structuring and succession planning
• Preparing estate and gift tax returns
• Estate and trust administration

• The Best Lawyers in America (Woodward/White Inc.), Trusts and Estates, 2021-2023
• Fellow, Texas Bar Foundation, 2021
• “Austin’s Top Attorneys” List – Wills, Estates, and Probate, Austin Monthly, 2021
• Rated AV Preeminent, Martindale-Hubbell
• Texas Rising Star, Super Lawyers – Rising Stars by Thomson Reuters, 2016

• Speaker and Author, “U.S.-Mexico Cross-Border Planning: Planning Techniques from a U.S. and Mexican Perspective,” Texas Bar CLE 2021 Annual Advanced Estate Planning & Probate Course, Virtual Conference, Jun. 9-11, 2021
• Speaker and Author, “Providing Flexibility In Trust Agreements: Using Trust Protectors, Trust Advisors, Trust Consultants, and Trust Committees,” Texas Bar CLE 25th Annual Estate Planning & Probate Drafting Course, Houston, TX, Oct. 8-9, 2020
• Author, “Drafting & Enforcing Arbitration Clauses in Wills, Trusts & Settlement Agreements,” Texas Tech Estate Planning & Community Property Law Journal, Vol XII, Book I, Fall 2019
• Author, “Drafting & Enforcing Arbitration Clauses in Wills, Trusts & Settlement Agreements,” Journal of National College of Probate Judges (NCPJ), Fall 2019
• Speaker and Author, “Drafting & Enforcing Arbitration Clauses in Wills, Trusts & Settlement Agreements,” West LegalEdCenter, Webinar, Dec. 16, 2019
• Author, “Drafting & Enforcing Arbitration Clauses in Wills, Trusts & Settlement Agreements,” Texas Bar CLE 43rd Annual Advanced Estate Planning & Probate Course, San Antonio, TX, Jun. 2019
• Speaker and Author, “Drafting & Enforcing Arbitration Clauses in Wills, Trusts & Settlement Agreements,” Texas Bar CLE 43rd Annual Advanced Estate Planning & Probate Course, San Antonio, TX, Jun. 2019
• Speaker, “Navigating the World of Contested Probate Proceedings and Fiduciary Litigation: A Guide for Litigators on the Ins and Outs of Probate Court and Fiduciary Litigation,” Austin Bar, Civil Litigation Section CLE, May 21, 2018
• Speaker, “To Be or Not to Be a Grantor Trust,” Austin Tax Study Group, Austin, TX, Mar. 20, 2018
• Speaker, “Fathers, Mothers, Sisters, Brothers and Others: Shower the People You Love with ‘Tangential’ Planning,” ACTEC 2017 Rocky Mountain Regional Meeting, Austin, TX, Sept. 9, 2017
• Speaker, “Asset Protection: Strategies and Recent Developments,” Maxwell Locke & Ritter LLP CPE Program, Austin, TX, Aug. 16, 2017
• Speaker, “Estate Planning Update,” Section of Taxation, 2017 State Bar of Texas Annual Meeting, Dallas, TX, Jun. 22, 2017
• Author and Speaker, “Asset Protection: Strategies and Recent Developments,” Texas Bar CLE 41st Advanced Estate Planning & Probate Course, Houston, TX, Jun. 7-9, 2017
• Co-Author, “A Rose by Any Other Name: Utilizing and Drafting Powers for Trustees, Trust Advisors, and Trust Protectors,” Estate Planning Community Property Law Journal, Spring 2016, Vol. 8, No. 1
• Speaker, “Maximizing Personal Wealth When Planning for a Liquidity Event: Planning Concepts to Maximize Wealth Through Tax Savings,” Maxwell Locke & Ritter LLP CPE Program, Austin, TX, Sept. 16, 2015
• Speaker, “Avoiding Unintended Estate Planning,” Section of Taxation, 2015 State Bar of Texas Annual Meeting, San Antonio, TX, Jun. 19, 2015
• Author, “2014 Form BE-10 Filing Requirements: Deadline for 2014 New Filers Extended to June 30, 2015,” ABA Asset Protection Planning Committee Website, May 2015
• Co-Author, “A Rose by Any Other Name: Utilizing and Drafting Powers for Trustees, Trust Advisors, and Trust Protectors,” The Texas Tax Lawyer, Spring 2015, Vol. 42, No. 2, Part 3
• Co-Author and Co-Speaker, “A Rose by Any Other Name: Utilizing and Drafting Powers for Trustees, Trust Advisors, and Trust Protectors,” Texas Bar CLE 25th Annual Estate Planning & Probate Drafting Course, Houston, TX, Oct. 9, 2014
• Author, “Practical and Tax Considerations of Drafting ILITs,” The Texas Tax Lawyer, Winter 2014, Vol. 41, No. 2
• Author and Speaker, “Practical and Tax Considerations of Drafting ILITs,” Texas Bar CLE 24th Annual Estate Planning & Probate Drafting Course, Houston, TX, Oct. 24, 2013
• Speaker, “Common Decanting Issues,” Austin Tax Study Group, Austin, TX, Feb. 24, 2012
• Co-Author, “Federal Attempts to Close Offshore Tax ‘Loopholes’ — Necessity or Nuisance?,” IMCA’s Investments & Wealth Monitor, Jul./Aug. 2009
• Speaker, “Annual Charitable Update,” San Antonio Estate Planners Council, San Antonio, TX, Jan. 2009
• Speaker, “Common Mistakes in Lifetime and Testamentary Charitable Giving,” Corpus Christi Estate Planning Council, Corpus Christi, TX, Jan. 2009
• Speaker, “Charitable Gift Annuities Best Practices Panel,” Speaker, “Current and Deferred Charitable Gift Annuities,” Practical Planned Giving Conference, Orlando, FL, Sept. 2006
• Speaker, “Circular 230,” Speaker, “Changes in IRS CRT Documents,” Speaker, “Spousal Waivers and CRTs,” Leave a Legacy Conference, Fresno, CA, Mar. 2006
• Speaker, “Flexible Deferred Gift Annuities,” Crescendo Interactive Webcast, Mar. 2006
• Author, “Hidden in the Shadows: The Perilous Use of ADR by the Catholic Church,” Pepperdine Dispute Resolution Journal, Apr. 2005

• Board Member and Treasurer, KMFA 89.5
• Member, American Bar Association
• Member and Former Treasurer (2014-2015), Austin Tax Study Group
• Member, California Bar Association
• Member, College of the State Bar of Texas
• Member, Estate Planning Council of Central Texas
• Member, Section of Real Property, Probate and Trust Law, State Bar of Texas
• Member, Section of Taxation, State Bar of Texas
• Member, Society of Trust and Estate Practitioners (STEP)
• Former Board Member, Austin Bar Association, Estate Planning & Probate Section (2015-2016)
• Former Board Member, Austin Public Library Commission (2014-2016)
• Former Estate and Gift Tax Committee Member, Section of Taxation, State Bar of Texas (2014-2015)
• Former Planning Committee Member, 41st Advanced Estate Planning & Probate Course (2017), Texas Bar CLE
• Former Planning Committee Member, Section of Taxation CLE, 2016 Texas State Bar Annual Meeting
• Former Planning Committee Member, Section of Taxation CLE, 2015 Texas State Bar Annual Meeting
• Former Planning Committee Member, Intermediate Estate Planning & Probate Intermediate Course (2015), Texas Bar CLE
• Former Planning Committee Member, Section of Taxation CLE, 2014 Texas State Bar Annual Meeting
• Planning Committee Member, Section of Taxation CLE, 2017 Texas State Bar Annual Meeting
• Former Planning Committee Member, 24th Annual Estate Planning & Probate Drafting Course (2014), Texas Bar CLE
• Former Trust Decanting Subcommittee Member, Section of Real Estate, Probate and Trust Law, Texas Bar Association (2013)
• Former Inaugural Leadership Academy, Section of Taxation, Texas Bar Association (2012-2013)
• Former Blue Car Committee Secretary, Beverly Hills Bar Association (2006-2007)