Top best Planning Lawyers in Austin near me

Upon graduating cum laude from law school in 2001, Dana T. Rieder, Esquire  practiced law in a small firm environment. Her practice areas included, General Civil Litigation, Personal Injury, Social Security Disability, Wrongful Termination, Workplace Discrimination, Estate Planning, Probate, and Guardianships.. In 2014, she and her husband relocated their family of five to Austin, Texas, where she currently resides in the Lake Travis Area.. In 2017, she obtained her Texas Law License and opened a Solo Practice focusing on the areas of Estate and Business Planning and Estate Administration. Her small firm experience allows her to focus on her clients' needs on a very personal level.. She is licensed to practice in The State of Texas, The Commonwealth of Pennsylvania, The State of New Jersey, The United States of America Eastern District of Pennsylvania, and The United States of America District of New Jersey.. She graduated from the Pennsylvania State University with a B.S. in Secondary Education English/Communications (January 1996), and taught High School English for a few years before attending law school.. She is currenty an active Board Member on the Lake Travis Education Foundation and enjoys spending time with her family and friends.

Tyler George’s practice involves representing both individuals and corporate clients in a range of legal matters including, Business Transactions, Estate Planning, Public Finance and Real Estate.. Prior to joining Naman Howell, Tyler served on active duty as a Judge Advocate in the United States Air Force, representing the Air Force in civil and criminal matters. Tyler continues serving his country in the Texas Air National Guard.. Tyler is a lawyer you can trust for all of your estate planning needs -- Contact the Austin office of Naman, Howell, Smith & Lee today!

Thrash, Carroll & Sanchez Law Group has practiced in the Lake Travis area for over 30 years. Our firm's primary focus is protecting your family's legacy, security and wealth by creating estate plans and business succession plans tailored to your unique goals and complexities.  We use all of the tools of estate planning and defensive estate planning (asset protection) to accomplish our client's goals.  We have represented as many as 3 generations in a client family.  This is true legacy planning.  We bring an understanding of family dynamics, familial generational wealth, especially Texas'  large landowners and the importance of families of all kinds, to all of our clients estate planning.  Two of our attorneys are  BOARD CERTIFIED in estate planning and probate law and one has a masters of law in taxation.. All of our attorneys are ranchers and landowners - they hunt, fish, raise cattle and ride horses, in addition their understanding of oil and gas law makes them appreciate all that is Texan.. Giving back is important and the attorneys at TCS serve in many legal organizations as well as on boards in Austin and the Highland Lakes area that give back to the community.

The Rickhoff Law Firm is a client-centered law firm in Austin, Texas focusing on estate planning and probate matters.  Whether you are planning ahead or dealing with a recent death or disability, the Rickhoff Law Firm can help.

The Law Office of Russell Frost is a general practice law firm with a focus on property matters, wills and probate matters, commercial litigation, personal injury litigation, general civil litigation, and appeals.

Stephen Owen Summer has been practicing law in Austin and surrounding areas for over 15 years. Stephen took a nontraditional route to becoming a lawyer, first carving out a career as a highly regarded jazz musician before returning to school.  In a 10 year span, Stephen earned three degrees, including a law degree from South Texas College of Law. In addition, Stephen graduated Magna Cum Laude from Texas State University with a Bachelor of Applied Arts and Sciences, and received a Masters of Music graduate degree from the University of Texas.  This unique and diverse background allows Stephen to approach law with a creative and fresh perspective.  Stephen still preforms regularly in addition to teaching a music Business class at Texas State and presenting a course on intellectual property for UT / City of Austin.

Rob Hugos, Attorney and CPA, helps clients and their families with all aspects of general estate planning, including Wills and Living Trusts.  Certain clients benefit from Advanced Planning strategies designed to achieve more complex estate planning, tax, asset protection and business objectives.  Advanced Planning clients may use enhanced Living Trust planning, Family Partnerships, Irrevocable Trusts and LLCs.  Rob encourages working closely with the client’s CPA and other professional advisors to achieve the most from their estate, tax and business planning.

Our firm's motto is "Smart Families Plan Ahead." We strongly believe that a well thought plan which is implemented and maintained properly will create peace and calmness during life and make transitions through generations smooth and cost efficient. Attorney Julia Nickerson is a second generation estate planning attorney.. Before starting her own law firm, Ms. Nickerson practiced law for ten years at a large law firm where she learned creative ways to legally save wealthy clients large amounts of money in taxes. She represented clients in multi-million dollar litigation before the United States District Court, Ninth Circuit Court of Appeals, and the U.S. Supreme Court. She also taught law as an Adjunct Professor at the University of Indiana School of Law.. When Ms. Nickerson gave birth to her first child, she almost died. This life-changing event made her realize as a mother and attorney how important it is for every family to have a legal plan.. Ms. Nickerson has also been deeply affected witnessing the struggles her brother and sister-in-law go through raising their autistic son. Julia has become passionate about helping families with special needs children plan ahead legally.. Many of Nickerson Law Group's clients have taxable estates, are business owners and real estate owners. Ms. Nickerson uses the Laureate process for Wealth Strategies and is skilled in techniques which allow clients to envision and realize their estate planning potential of securing assets for their families, creating legacies and reducing tax exposure.. We look forward to speaking with you and assisting you and your family plan ahead.

Originally from Lake Charles, Louisiana, Mr. Bertrand’s family moved to Houston in 1990 when he was nine.  On graduating from Stephen F.Austin High School in Sugarland, he continued his westward progression, enrolling at Texas State University in San Marcos in2002 where he earned a Bachelor’s degree summa cum laude in Broadcast Communications.. Following graduation, Mr.Bertrand enjoyed a brief stint as a Debit Card Coordinator in the commercial banking industry in Houston before heading to sunny Costa Mesa in Southern California to attend Whittier Law School.  It was during his law school years that Mr.Bertrand discovered his passion for estate planning and administration.  He graduated magna cum laude in 2006 and immediately returned to Texas to begin a clerkship at The Greening Law Firm, P.C.. Mr. Bertrand received his attorney’s license from the State Bar of Texas in 2007 and has been skillfully serving the clients of The Greening Law Firm, P.C. as a practicing attorney ever since.  He enjoys educating the public about the importance of estate planning, both one-on-one and as a speaker for The Greening Law Firm, P.C.  Mr. Bertrand finds it extremely gratifying to be able to help people make appropriate plans for the well being of their families and loved ones.. Mr. Bertrand is an active member of the Austin Bar Association and the Austin Young Lawyers Association.  When not hard at work, Mr. Bertrand enjoys his other passions: playing guitar and cooking.

Ms. Jonas is an associate of Osborne, Helman, Knebel & Scott, LLP and practices primarily in the area of estate planning, including representation regarding complex testamentary dispositions, dynasty trusts, family limited partnerships, limited liability companies, and related wealth planning strategies.  She advises clients with respect to their philanthropic objectives, including the creation of split-interest charitable trusts and private foundations.  Ms. Jonas also represents fiduciaries and beneficiaries in connection with probate procedures, trust and estate administration, guardianship accountings and administration, and trust terminations and modifications.  In connection with this work, Ms. Jonas assists the firm’s litigators in controversies involving trust, estate, and guardianship matters.  Ms. Jonas also assists in the representation of the firm’s international clients, advising on international tax and compliance obligations, asset protection, and fiduciary litigation.

Mrs. Stanton is a partner of Osborne, Helman, Knebel & Scott, LLP.  Mrs. Stanton specializes in probate and estate planning law and she is board certified in these practice areas.  Her practice includes the representation of individuals  with respect to their estate planning needs and the representation of fiduciaries and beneficiaries with regard to the administration of trusts and estates.  She advises with regard to testamentary and lifetime gift and generation–skipping planning in addition to the use of family business entities, life insurance and life insurance trusts.  She also provides advice concerning post-mortem tax planning, prepares federal estate tax returns and handles state probate proceedings for fiduciaries of estates and guardianships.  In addition, Mrs. Stanton is a Certified Financial Planner® and has more than 14 years’ experience as a Director of Trust Services for a regional bank.

Mr. Swanger has extensive experience in assisting U.S. and . clients with the design and implementation of traditional and more sophisticated estate planning and asset protection strategies. This includes the preparation and implementation of wills, revocable and irrevocable trusts, disability documents, marital property agreements, corporations, partnerships, and limited liability companies for business succession planning, as well as beneficiary designations necessary to coordinate a client’s life insurance and retirement assets with his or her overall plan. Mr. Swanger has worked extensively with individual and corporate executors and trustees, advising them with respect to the tax and non-tax issues associated with the administration of estates and trusts, and is experienced in the judicial construction, reformation, modification, and termination of trusts. Mr. Swanger also has substantial experience in advising clients about charitable giving issues and about the creation of tax-exempt organizations, including public charities, private foundations, and private operating foundations. Mr. Swanger is board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization, is a Fellow of the American College of Trust and Estate Council, serves as a legal advisor to the Ballet Austin Foundation, and is an active member of various other professional and civic organizations. Mr. Swanger graduated from Southern Methodist University School of Law in 1984 after receiving his B.B.A. in Accounting, with highest honors, from The University of Texas at Austin in 1981.

Mr. Ripp represents high net worth individuals and family offices in the design, implementation, and administration of domestic and international trust, investment, and life insurance structures, including the tax planning and compliance aspects of such structures. A significant portion of his practice involves advice regarding mechanisms for deploying leverage in the acquisition or monetization of assets, including real estate. In addition, he counsels major financial institutions and boutique financial service providers on matters of interest to the ultra high net worth marketplace, including advice to hedge fund and fund of funds managers regarding the establishment and operation of insurance dedicated funds (IDFs), including an IDF’s legal and business relationships with domestic and international insurance carriers. Mr. Ripp’s practice also includes counseling fiduciaries with respect to the administration of trusts and estates, and he is Board Certified in Estate Planning and Probate by the Texas Board of Legal Specialization. Mr. Ripp is a Fellow of the Texas Bar Foundation. Mr. Ripp graduated from Washington University School of Law in 1997 after receiving his B.B.A. in Business Analysis (Management Information Systems) from Texas A&M University in 1994.

Mr. Pugh was born and raised in Austin, Texas and has resided in the area for the last 40 years. He received his Bachelor of Business Administration in Management Information Systems from the University of Texas in 1999. He received his law degree from the University of Texas and was licensed to practice law in the State of Texas in 2005 and before the U.S. District Court, Western District of Texas in 2005 as well.Mr. Pugh began his legal career with Slater Kennon & Jameson in 2002, while still a student at the University of Texas Law School. Since that time, he has concentrated his practice in the area of civil litigation with primary emphasis in the areas of commercial litigation, collections, real estate, and consumer protection (DTPA).Mr. Pugh practices in state and federal courts and is a member of the State Bar of Texas, Travis County Bar Association, and Texas Young Lawyers Association.. Areas of Practice:. Litigation Percentage:. Bar Admissions:. Education:

Mr. Osborne is the managing partner of Osborne, Helman, Knebel & Scott, LLP.  Mr. Osborne practices primarily in the area of trust and estate planning, with an emphasis on taxation, asset protection, and international transactions.  Mr. Osborne is an author and frequent lecturer on numerous wealth transfer topics.  He has made presentations and published articles nationally and internationally on the subjects of asset protection, foreign tax compliance, international inheritance rights, and related cross-border topics. Mr. Osborne is the founding Editor of the International Estate Planning Guide, a publication of the International Bar Association.  Mr. Osborne is serving as Website Officer of the Individual Tax Private Client Committee of the International Bar Association, and he is a member of the Board of the Texas Chapter of the Society of Trust and Estate Practitioners.  Mr. Osborne also devotes his time to non-profit organizations and is currently serving on the Austin Advisory Board of the Nature Conservancy, Texas Chapter, and the Lady Bird Johnson Wildflower Center Advisory Council of the University of Texas.

Mr. Osborne is a partner of Osborne, Helman, Knebel & Scott, LLP.  His core practice is domestic and international estate planning with an emphasis on asset protection planning. A former adjunct professor of law at The University of Texas School of Law, Mr. Osborne devotes significant energy to lecturing and writing in his practice areas as well as helping clients with regard to all aspects of their estate planning.  He is a frequent author and lecturer on estate planning topics and has made presentations and published articles both domestically and internationally on the subjects of offshore trusts and asset protection planning.  One of the pioneers in the field of asset protection, Mr. Osborne conceived and was the original editor and a contributing author of the four-volume treatise, Asset Protection:  Domestic and International Law and Tactics, published by West Group in 1995 (a loose leaf service updated quarterly).  He was also the founding chair of the American Bar Association’s Asset Protection Committee.  Mr. Osborne is retained by foreign governments and financial institutions to advise them on trust and tax issues.  He has also been called upon to serve as an expert witness on both sides of the docket in cases involving asset protection planning.

Melissa Stone Myers began her career in patent litigation with a Delaware law firm.  After moving to Austin, Melissa and her family planted new roots.  Building relationships with a network of growing families, Melissa Stone Myers recognized the need for families to plan for their future and that of their children.  Melissa also realized a growing demand for advice and assistance with local small businesses.  StoneMyers Law was formed to help families plan for their future and help small businesses achieve their goals

Mario Flores grew up in the Edinburg, TX, down in the Rio Grande Valley.  He comes from a family of migrant workers and field laborers.  Nevertheless, his parents sought to encourage his studies to ensure his success.  He studied Urban Planning at Cornell University and attended graduate school at the University of Texas in Austin where he received a Masters in Community and Regional Planning.  Mario worked in the city and regional planning field for 5 years.   After spending a few years as a Senior Planner with the City of Dallas, he chose to pursue his passion in justice by becoming a lawyer at the Texas Tech University School of Law in Lubbock.  He has been an attorney for 9 years and has been a solo practitioner for the last six years where he has a general law practice which helps everyone from large companies to individuals with meager resources.  Mario loves being involved in his community and has served as Chairman of the Board of the Hispanic Chamber of Commerce and the American Cancer Society.  He also served as general counsel for the National Association of Hispanic Real Estate Professionals.  Mario's legal recognitions include being recognized as a "Rising Star Attorney" among the Texas Super Lawyers for 2 separate years.  He has a wife and 2 elementary age boys and enjoys racquetball, tennis and attending his kid's soccer games.

Liz has guided hundreds of families through the estate planning process, serving as their trusted advisor to bring peace of mind to their lives.  As a wife, mother, and business owner, she understands how overwhelming an estate plan can feel. As an attorney, she knows just how important it is to have that plan in place.

Laura graduated cum laude from Texas A&M University with a Bachelor of Science degree in Political Science. She then attended George Mason Law School in Arlington, Virginia, graduating with a certification in Public Interest. Among many early family law experiences and sources of passion, she spent her final year of law school representing clients in family law matters with Legal Services of Northern Virginia. There, she primarily handled cases involving divorce, child custody disputes, and domestic violence. She also volunteered her time offering free legal services in immigration matters with Restoration Immigration Legal Aid.. Laura Grumbine provides concierge-level legal services to clients across Texas and most often the following areas: Travis County, Williamson County, Bexar County, Collin County, Dallas County, Tarrant County, Hays County, Bastrop County, Bell County, Burnet County, Caldwell County, Comal County, Austin, Westlake, Lakeway, Round Rock, Georgetown, Leander, Cedar Park, Pflugerville, Lago Vista, Bee Cave, Buda, Kyle, New Braunfels, San Antonio, Alamo Heights, Terrell Hills, Fair Oaks, Stone Oak, Dallas / Fort Worth, Allen, Frisco, McKinney, Plano and Southlake.

Kay grew up in Medicine Mound, Texas, a West Texas ghost town. The reason she became a lawyer was to be of service to others. Her journey as a lawyer has given her a broad range of experience including criminal law, traffic law, entertainment law, and business law. Kay has always had a strong passion for estate planning and feels passionate about helping people use the law to protect themselves and their loved ones. She majored in history at West Texas A&M, and because of this she has a large collection of history books which continues to grow. Kay earned her law degree at Texas Tech School of Law and then headed on to Austin, the live music capital of the world. As an artist and musician, Austin has been the perfect place for Kay and her musician husband to call home.

Katherine J. Fort is a seasoned estate planning attorney dedicated to providing individuals and families with peace of mind by protecting their assets and preserving their legacies. With a deep passion for navigating the intricacies of wills and trusts, Katie delivers customized legal solutions that cater to each client's unique circumstances. She holds a Bachelor of Arts in English from Texas A&M University, where she cultivated essential analytical and communication skills. Following her undergraduate studies, she earned her Juris Doctor from Baylor Law School, recognized for its strong emphasis on client-centered advocacy and rigorous training. Focusing on estate planning and probate law, Katie assists clients in drafting thorough estate plans, managing probate issues, and resolving estate-related matters. Her empathetic and strategic methodology ensures clients feel informed and empowered in their decisions. In her personal life, Katie enjoys two-stepping, horseback riding, and Pilates, and cherishes time spent with her five-year-old Labrador, Bodie. Professionally, she contributes to the community as a member of the Travis County Women Lawyers’ Association and Austin Young Lawyers, while also volunteering at the Austin Food Bank in her spare time.

Josh Reyna, Founder and Owner of Reyna Law, is a proud seventh-generation Texan, deeply dedicated to serving his community.. As a licensed attorney and certified mediator in Texas, Josh offers extensive legal expertise. With 15 years of experience working in the Texas Legislature, he has advised numerous State Representatives and Senators on crafting and implementing state laws. Now, Josh delivers that same trusted counsel to his clients at Reyna Law.

I am Board Certified in Estate Planning and Probate Law (BLS-State Bar of Texas) and a CPA, licensed to practice law in both Texas and Arizona.  I focus my practice almost exclusively on estate planning, probate, trusts, and charitable giving and organizations.

I’ve never been one to stay in a single lane. I’ve worked as a criminal prosecutor, run multiple businesses, and homeschooled my kids — all while building systems that make life and work actually function.. That same energy fuels TrustStone Legal. I started this practice to help people protect what matters most, without pressure or pretense. Some attorneys offer one-size-fits-all plans. I don’t. I figure out what you need — and if it’s not something I’ve done before, I’ll learn it, build it, or find the right way to get it done.. As I built my own law firm from the ground up — creating workflows, simplifying decisions, and finding smarter ways to run things — I started having the same conversations with other business owners. They were stuck in the same mess I had just worked through. I created Moxie in Motion (a non-legal arm of TrustStone) to fill that gap: a second venture focused on systems, strategy, and solving the behind-the-scenes overwhelm so many small business owners carry alone.. All of my work is grounded in real-life experience, thoughtful strategy, and a talent for seeing beyond the way it’s always been done — to find what fits each client and how we can get it done, and get it done right.. Legal care doesn’t have to be cold, confusing, or cookie-cutter. I bring sharp thinking, real-world perspective, and the flexibility to get it right — even if we have to flip the table, break the mold, and chase down a flying pig or two.. I’m the managing partner of my family of four. I love nature, animals, silly art projects, solving problems, and creating just about anything. When I’m not working, I’m all mom. In rare moments of rest, you’ll find me floating in the pool—strategizing my next adventure… or maybe just dinner.. My mission for TrusStone:. To shake the dust off legal support — making it personal, practical, and powerful. I’m here to help people protect what matters, build boldly, and navigate complex systems with clarity and care. Because the people I serve need more than just paperwork — they need a partner who listens, adapts, and gets it done right.