Wealth Planning

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 Wealth Planning 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.

Family-Owned Businesses

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.

September 22, 2021
Attorney News

Jackson Walker Congratulates Its 57 “Texas Super Lawyers” of 2021

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.

Dallas office building

September 1, 2021
Attorney News

Jackson Walker Welcomes Claire Raggio and Brian Merkley to Dallas Wealth Planning Group

Jackson Walker proudly welcomes Claire N. Raggio and Brian Merkley to the Dallas office. Claire joins the Firm as a partner and the chair of the Dallas Wealth Planning group, and Brian joins as senior counsel.

Fort Worth

August 25, 2021
Attorney News

Jackson Walker Congratulates the Fort Worth Attorneys Named to the “Top Attorneys 2021” List in ‘360 West Magazine’

Jackson Walker is pleased to announce the selection of 15 Fort Worth-based attorneys to 360 West Magazine’s “Top Attorneys” list for 2021. To be selected for inclusion, attorneys with an active license and who practice within the Tarrant County area can nominate up to three attorneys in 44 specialty areas who reflect relevant practice areas in the region.

August 19, 2021
Attorney News

‘The Best Lawyers in America’ Honors 178 Jackson Walker Attorneys in 2022 Edition, Including 8 “Lawyers of the Year” and 31 “Ones to Watch”

The Best Lawyers in America has recognized 178 Jackson Walker attorneys across 6 offices and 67 specialty practice areas in its 2022 edition, including 8 Lawyers of the Year and 31 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.

Colorado River and downtown Austin

August 3, 2021
Attorney News

‘Austin Monthly’ Lists 20 Jackson Walker Attorneys Among “Austin’s Top Attorneys” of 2021

Jackson Walker congratulates the 20 attorneys recognized among “Austin’s Top Attorneys” for 2021. For recognition in the list, Austin attorneys must be nominated by their peers on the basis that they offer experienced counsel in one of 43 categories.

D Magazine Best Lawyers in Dallas 2021 (May 2021)

April 28, 2021
Attorney News

‘D Magazine’ Names 23 Jackson Walker Attorneys Among “Best Lawyers in Dallas” for 2021

Jackson Walker congratulates the 23 attorneys recognized among D Magazine’s list of the “Best Lawyers in Dallas” for 2021.

Flags flying at the Texas Capitol

December 1, 2020
Attorney News

Jackson Walker Congratulates Newly Elected Fellows of Texas Bar Foundation

Jackson Walker is pleased to congratulate Shari Mao, Amanda Neinast, Kati Orso, Erik Romberg, Denise Rose, Jennifer Wertz, and Zachary Zurek on their election as fellows of the Texas Bar Foundation.

Jackson Walker U.S. News & World Report and Best Lawyers "Best Law Firms" rankings

November 6, 2020
Spotlight

Jackson Walker Named One of Three Firms Headquartered in Texas to Earn Over 25 National and 100 Regional “Best Law Firms” Rankings

This year, Jackson Walker saw notable improvements in the national rankings, with the private funds/hedge funds practice advancing to Tier 2, and the addition of the appellate practice to the national rankings roster.

Texas Super Lawyers 2020 with Jackson Walker logo

October 19, 2020
Attorney News

Jackson Walker Congratulates Its 54 “Texas Super Lawyers” of 2020

Spanning five offices, 19 practice areas, and experience ranging from 12 to 52 years, Jackson Walker’s 2020 “Texas Super Lawyers” have been nominated by peers within and outside the Firm.

Michelle Rosenblatt with Jackson Walker logo

October 9, 2020
Attorney News

Michelle Rosenblatt Presents on Trust Protectors and Trust Committees During TexasBarCLE Estate Planning & Probate Drafting Course

During the 31st Annual Estate Planning & Probate Drafting Course on October 9, 2020, Michelle Rosenblatt presented a discussion on providing flexibility in trust agreements.

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