Trusts & Estates
At Jackson Walker, we pride ourselves on the sophisticated and effective advice we provide to individuals and families in the preservation and dissemination of wealth. As personal estates increase in size and complexity, the design and implementation of tailored wealth transfer and preservation plans becomes particularly important to achieving our client’s goals. Our Trusts and Estates attorneys provide knowledgeable counsel that helps families and individual protect their wealth for themselves and their future generations. Our attorneys offer experienced direction on business matters, succession planning, to developing tailored estate, asset protection, and tax deferral plans, investment strategies and philanthropic structures.
Whether negotiating and drafting premarital agreements, probating an estate, litigating problems that arise, or creating consensus regarding the process, we combine our experience navigating family dynamics with our dedication to understanding the special needs of our clients and their family members. We develop strategic, successful plans that address both economic and non-economic concerns. We have developed steadfast relationships with modest and substantial net worth clients alike, some of which now extend through multiple generations. Our integrated approach ensures a comprehensive analysis of each client’s family, financial, and business desires and issues, as we strive to provide our clients and their families sage counsel, compassionate guidance, and ever-present support throughout the wealth planning process.
Family Office Services
In today’s technology-driven, complex world, high net worth individuals and families face an unprecedented need for a framework that will provide the requisite administrative and managerial services while ensuring responsible management and effective organization of the myriad of financial, compliance, and legal activities necessitated by wealth accumulation and preservation. In particular, family office construction and staffing requires not only a profound grasp of tax and governance considerations, but also a deep dedication to understanding and effectuating the family’s short and long range personal and professional goals. Many attorneys can provide business advice or estate and tax planning services. Our Family Office practice group is a unique combination of all of these services in one team. Our team understands the dynamics involved in combining an organizational chart with a family tree and the desire to preserve a legacy for generations to come.
Business is the backbone of many high net worth families. When it comes to representing family-owned business clients, we believe good legal representation begins with good listening skills. Only by understanding a client’s hopes and dreams, as well as their goals and fears, can we structure their business enterprises in a way that will serve their economic and their non-economic needs. We provide a wide range of services to privately-held and family–owned businesses, advising clients at every stage of the business life cycle as businesses are acquired, managed, or liquidated according to a highly personalized succession plan. We collaborate with family-owned business clients and their advisors to develop the best strategies possible to achieve their business objectives, taking into consideration not only business structure and best practices, but also tax planning, litigation deterrence, and wealth preservation, so they are able to accomplish both their financial and personal goals for tomorrow, next year, and the next generation.
November 1, 2022
Sarah Patel Pacheco and Scott Schepps will discuss estate issues that non-U.S. citizens face when residing in the United States either temporarily or long-term. Presented by the Texas British-American Business Council (BABC), the webinar will also cover how to create an estate plan that will reduce future taxes and costs and minimize potential disputes between beneficiaries.
October 25, 2022
Jackson Walker congratulates the 14 attorneys recognized among Austin Monthly’s list of “Austin’s Top Attorneys” for 2022. For recognition in the list, Austin attorneys must be nominated by their peers on the basis that they offer experienced counsel in one of 38 categories.
September 21, 2022
Each year, less than 5% of attorneys in Texas are named to the list. Selection is based off of peer nominations that are then reviewed by a research team. Each nominee is evaluated on his or her professional accomplishments, peer recognition, and community involvement.
August 18, 2022
‘The Best Lawyers in America’ Honors 214 Jackson Walker Attorneys in 2023 Edition, Including 11 “Lawyers of the Year” and 41 “Ones to Watch”
The Best Lawyers in America has recognized 214 Jackson Walker attorneys across 6 offices and 79 specialty practice areas in its 2023 edition, including 11 Lawyers of the Year and 41 Ones to Watch. Best Lawyers listings are based on an exhaustive peer review survey of thousands of attorneys who vote on the legal abilities of others in their practice areas.
April 28, 2022
D CEO honored Willie Hornberger for his commitment to community service at the 2022 Financial Executive Awards, which recognized top corporate financial executives in Dallas-Fort Worth on Tuesday, April 26, 2022.
April 25, 2022
Jackson Walker congratulates the 21 attorneys recognized among D Magazine’s list of the “Best Lawyers in Dallas” for 2022. For recognition in the list, Dallas attorneys must be nominated by their peers on the basis that they offer unmatched counsel in one of 40 categories.
March 22, 2022
Jackson Walker proudly announces the selection of Chris Bankler, Amanda Crouch, Josh Flores, Noah Galton, Joel Glover, Reagan Marble, and David Schlottman to the “Up-and-Coming 100: 2022 Texas Rising Stars” list, with Amanda recognized among the list of the top 50 highest-rated women.
January 10, 2022
Jackson Walker is pleased to announce the arrival of five Houston litigators focused on probate, trust, and fiduciary litigation. The team is led by Sarah Patel Pacheco and includes Kathleen Tanner Beduze, Joshua R. Flores, Joe R. Savoie, and Jocelyn Thibodaux Slater.
November 16, 2021
Fellows are chosen for their outstanding professional achievements and demonstrated commitment to improving the Texas justice system. Each year, one-third of 1% of State Bar members are invited to become fellows.