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

Nolan Bedward

Nolan Bedward

Associate, Austin
512.236.2054

Jackson Walker Star

Ana Karen Beltran

Associate, Austin
512.236.2277

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

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

November 7, 2024
Spotlight

Jackson Walker Earns 26 National and 140 Metropolitan Rankings in 2025 Edition of “Best Law Firms”

Jackson Walker proudly announces its inclusion in the 2025 edition of Best Law Firms® by Best Lawyers. This year, Jackson Walker observed notable improvements in the national rankings, including the rise of Real Estate to Tier 1, Commercial Litigation, Energy Law, and Trusts and Estates to Tier 2, and the addition of Litigation – Regulatory Enforcement (SEC, Telecom, Energy) in Tier 3.

September 30, 2024
Attorney News

Jackson Walker Welcomes 2024 New Fall Associates

This year, the firm proudly welcomes 23 new associates to expand our Corporate & Securities, Labor & Employment, Real Estate, Tax, Trial & Appellate Litigation, and Trusts & Estates practices.

Texas Super Lawyers 2024

September 17, 2024
Attorney News

Jackson Walker Congratulates Its “Texas Super Lawyers” of 2024

Jackson Walker proudly announces the selection of 71 attorneys to Thomson Reuters’ 2024 “Texas Super Lawyers” list.

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.

Best Lawyers 2025 edition graphic - 306 attorneys recognized, 81 specialty areas, 75 Ones to Watch, and 9 Lawyers of the Year

August 15, 2024
Attorney News

‘The Best Lawyers in America’ Features 306 Jackson Walker Attorneys in 2025 Edition, Including 9 “Lawyers of the Year” and 75 “Ones to Watch”

The Best Lawyers in America has recognized 306 Jackson Walker attorneys across 81 specialty practice areas in its 2025 edition, including 9 Lawyers of the Year and 75 Ones to Watch. In this year’s guide, Jackson Walker saw the largest number of attorneys in the areas of Commercial Litigation (75 attorneys) and Real Estate Law (55 attorneys) and the addition of 27 attorneys as Best Lawyers.

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.

More Trusts & Estates News