Trusts & Estates

Trusted Advisors Creating A Lasting Legacy Through Trusts & Estates Planning

At Jackson Walker, our Trusts & Estates lawyers provide knowledgeable counsel to help families and individuals preserve and plan for their estates for themselves and future generations. Our success derives from not only technical expertise but also deep experience navigating family dynamics, coupled with our dedication to understanding the wishes and needs of our clients. Our Trusts & Estates services include the following:

  • Development and implementation of planning that aligns with clients’ objectives and values, while minimizing gift and estate tax consequences
  • Tax-efficient solutions for the transfer and succession of assets to preserve wealth for future generations
  • Family office design and governance implementation
  • Charitable planning, including family foundations and public charities, charitable remainder trusts, and charitable lead trusts

As personal estates increase in size and complexity, the structuring of tailored wealth transfer and preservation plans are key to achieving our clients’ goals.

We enjoy developing long-term relationships with our clients, many of which extend through multiple generations. We strive to provide our clients with sage counsel, compassionate guidance, and support throughout the various stages of their estate and legacy-focused planning.

Samuel S. Allen

Samuel S. Allen

Partner, San Angelo
325.481.2558

Heidi Angel

Heidi Angel

Partner, Fort Worth
817.334.7279

Ryan Campbell

Ryan Campbell

Associate, Fort Worth
817.334.7243

Mark Comuzzie

Mark Comuzzie

Partner, San Antonio
210.228.2426

Tyler P. Davey

Tyler P. Davey

Partner, Austin
512.236.2361

Brian Dethrow

Brian Dethrow

Partner, Dallas
214.953.5794

Tyson Ehlinger

Tyson Ehlinger

Associate, Austin
512.236.2041

John J. Klein

John J. Klein

Partner, Dallas
214.953.5817

Emily Little

Emily Little

Associate, Austin
512.236.2235

Brian Merkley

Brian Merkley

Partner, Dallas
214.953.5976

Colin L. Murchison

Colin L. Murchison

Partner, Fort Worth
817.334.7219

Tara A. Potts

Tara A. Potts

Partner, Austin
512.236.2396

Christian Ryholt

Christian Ryholt

Associate, Houston
713.752.4296

Garrett Shuffield

Garrett Shuffield

Associate, Austin
512.236.2091

Justin Stone

Justin Stone

Associate, Dallas
214.953.6130

Austin Thomas

Austin Thomas

Senior Counsel, Houston
713.752.4272

Erin N. Tuggle

Erin N. Tuggle

Partner, Austin
512.236.2065

Harry Wolff III

Harry Wolff III

Partner, San Antonio
210.978.7772

Chambers High Net Worth Family Office 2024

July 18, 2024
Spotlight

Family Office Practice Recognized in Chambers High Net Worth Guide; Sarah Patel Pacheco Ranked for High Net Worth Disputes

Chambers and Partners, the world’s leading independent professional legal research company, has recognized Sarah Patel Pacheco and our Family Office practice in its High Net Worth Guide for 2024.

July 11, 2024
Attorney News

‘Austin Monthly’ Lists 21 Jackson Walker Attorneys Among “Austin’s Top Attorneys” of 2024

Jackson Walker congratulates the 21 attorneys recognized among Austin Monthly’s list of “Austin’s Top Attorneys” for 2024. For recognition in the list, Austin attorneys must be nominated by their peers on the basis that they offer experienced counsel in one of 39 categories.

Best Lawyers in Dallas 2024 D Magazine

April 19, 2024
Attorney News

Jackson Walker Congratulates 23 Attorneys Named Among 2024 “Best Lawyers in Dallas” List

Jackson Walker congratulates the 23 attorneys recognized among D Magazine’s list of the “Best Lawyers in Dallas” for 2024. 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 28, 2024
Attorney News

Jackson Walker Welcomes Trusts & Estates Experts Heidi Angel and Harry Wolff III

Jackson Walker is pleased to announce the addition of partners Heidi Angel and Harry Wolff III to the Trusts & Estates practice group.

2024 Texas Rising Stars announcement graphic

March 21, 2024
Attorney News

Jackson Walker Congratulates 2024 Texas Rising Stars

Each year, Super Lawyers recognizes only 5% of Texas attorneys who either are 40 years of age or younger or have been in practice for 10 years or less as “Rising Stars.”

2024 Top Texas Women Super Lawyers

January 11, 2024
Attorney News

Super Lawyers Names 31 Jackson Walker Attorneys in Texas Top Women 2024 Magazine

Jackson Walker congratulates the 31 attorneys who were included in the Texas Top Women 2024 Magazine published by Thomson Reuters’ Super Lawyers. The annual Texas Top Texas Women edition includes the highest-rated women attorneys across the “Texas Rising Stars” and “Texas Super Lawyers” lists in a given practice area.

Jackson Walker Fort Worth

December 12, 2023
Attorney News

‘Fort Worth Magazine’ Lists 16 Jackson Walker Attorneys Among the “Top Attorneys” of 2023

Jackson Walker is pleased to announce the selection of 16 Fort Worth-based attorneys to Fort Worth Magazine’s “Top Attorneys” list for 2023. To be selected for inclusion, attorneys with an active license and who practice within the Tarrant County area must be nominated by their peers within the region. The list of nominees then goes through a “rigorous panel review to assure the highest of quality is met.”

2024 Best Law Firms announcement

November 2, 2023
Spotlight

Jackson Walker Earns 25 National and 134 Metro Rankings in 2024 Edition of “Best Law Firms”

Jackson Walker proudly announces the firm’s inclusion in the 2024 edition of Best Law Firms® by Best Lawyers. This year, Jackson Walker observed notable improvements in the national rankings, including the rise of Appellate Practice to Tier 1, Banking and Finance Law and Litigation – Labor and Employment to Tier 2, and the addition of Energy Law and Environmental Law in Tier 3.

Sarah Patel Pacheco

October 16, 2023
Speaking Engagements

Sarah Patel Pacheco to Discuss Best Practices for Bringing an Expert Witness to Trial at TexasBarCLE’s Fiduciary Litigation Course

Sarah Patel Pacheco will serve as a panelist during the luncheon presentation at the 18th Annual Fiduciary Litigation Course presented by the State Bar of Texas on December 14, 2023. The presentation, “Bringing Your Expert Witness to Trial,” will be moderated by Jason S. Scott (Osborne Helman Scott Knisley & Stanton) and will include Sarah Pacheco, Becky Beaver (Law Office of Becky Beaver), and Hon. Guy Herman (Travis County Probate Court No. 1).

October 16, 2023
Attorney News

Jackson Walker Welcomes 2023 New Fall Associates

This year, the firm proudly welcomes 19 new associates to expand our Bankruptcy, Restructuring, & Recovery, Corporate & Securities, Finance & Banking, Intellectual Property, Labor & Employment, Real Estate, Trial & Appellate Litigation, and Trusts & Estates practices.

More Trusts & Estates News