Mr. Davis’ practice consists primarily of representing clients in all phases of their business and estate planning matters, as well as a substantial probate practice. His estate planning practice consists of designing and implementing documents, or a series of documents which will accomplish all of our client’s objectives regarding the disposition of his or her estate. The estate planning process also includes taking maximum advantage of the credits and exemptions from federal estate and gift taxes provided for under the Internal Revenue Code, as well as creatively reducing the extent to which an estate is subject to estate taxes.
Mr. Davis’ business planning practice consists of counseling clients with respect to the establishment, operation and tax reporting requirements of his or her business and transactions. A primary emphasis of this area of practice is placed on the transfer of business interests to family members in the most tax efficient manner and providing the second (or third) generation with the best chance of continuing the family business.
Mr. Davis’ probate practice consists of representing executors in the administration and settlement of estates, and the preparation of federal and state estate and inheritance tax returns.
Mr. Davis is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. He is also a Certified Public Accountant and a Chartered Advisor in Philanthropy® (CAP®). He frequently speaks on numerous federal tax matters involving businesses, individuals, and estates.
Mr. Davis was admitted to practice in Texas in 1988.