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.
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.
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.”
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.
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.”
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.
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.
September 29, 2023
Podcasts
Guardianship 101: How to Navigate (and Avoid) Guardianship Proceedings
JW Fast Takes Podcast | ~7.5 minutes
In this episode, Kathleen Tanner Beduze walks through the different types of guardianships, how they work, and what people can do today—when they are healthy—to avoid having others decide who will have power over their medical or financial decisions.
September 19, 2023
Attorney News
Super Lawyers Names 7 Jackson Walker Attorneys to Texas Top Lists
Jackson Walker proudly announces Matt Dow, Scott Fiddler, Julia Mann, Alfie Meyerson, Kurt Nondorf, Sarah Patel Pacheco, and Bruce Ruzinsky’s selection to the Texas Top Lists for 2023 by Thomson Reuters’ Super Lawyers.
September 19, 2023
Attorney News
Jackson Walker Congratulates Its “Texas Super Lawyers” of 2023
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.
