David Goodman is Board-Certified in Estate Planning & Probate Law by the Texas Board of Legal Specialization.
David has experience counseling clients regarding the following matters:
? Federal estate, gift and tax planning, including preparation of wills and trusts
? Business succession planning, including family limited partnerships and grantor retained annuity trusts (GRATs)
? Cross-generational wealth transfer
? Life insurance trusts
? Charitable vehicles, including private foundations, charitable trusts and donor-advised funds
? Probate and trusts administrations
? Contested probate and trust litigation
Publications and Presentations
David has made numerous presentations on advanced estate planning/charitable giving techniques and probate strategies to law firms, brokerages, corporations, non-profit organizations, and the Texas Society of Certified Public Accountants.
Specific topics addressed include:
? Grantor Retained Annuity Trusts (GRATs)
? Getting Wealth Outside the Estate
? Planning for Stock Appreciation
? Creditor Protection Planning
? Importance of Estate & Retirement Planning Taking New Tax Laws Into Account
? Estate and Guardianship Administration
? Contested Probate & Trust Litigation
Total Offices: 1
Total Attorneys: 1
Locations | No. of Attorneys |
---|---|
Austin, TX | 1 |
Practice Areas | No. of Attorneys |
---|---|
Corporate - General | 1 |
Trusts and Estates | 1 |
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