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Jamie T. Katzen

Director


Jamie is a Director in the Dallas office, and has focused his practice in the areas of domestic and international estate planning (wealth transfer), tax planning, estate and trust administration, and wealth preservation planning.

Jamie represents individual clients with respect to the design and implementation of their wealth transfer planning. From simple wills to comprehensive sophisticated estate plans, Jamie is focused on ensuring each client’s wishes and needs are addressed in an attentive manner. Some of the techniques used in Jamie’s wealth transfer practice include family limited partnerships, charitable trusts, private foundations, grantor retained annuity trusts, gifts and sales to defective grantor trusts, irrevocable life insurance trusts, and qualified personal residence trusts. In addition to planning, Jamie’s practice also includes the probate and administration of estates and trusts all sizes.

Jamie also counsels individuals (domestic and foreign), business entities, and tax-exempt organizations on a variety of issues, including (i) entity selection and formation, (ii) transactional tax planning involving taxable and non-taxable dispositions, acquisitions, mergers, split-offs, spin-offs and recapitalizations; (iii) business succession planning and family wealth transitions; and (iv) employee benefits.

Admitted
  • Texas, 2008
Education
  • Tax LL.M., 2012, Southern Methodist University School of Law
  • J.D., 2008, St. Mary’s University School of Law
  • B.A. History, 2005, University of Kansas
Affiliations
  • Society of Trust and Estate Practitioners (STEP)
  • Dallas Estate Planning Council
  • State Bar of Texas (Tax Section)
  • American Bar Association (Tax Section)
  • Dallas Bar Association (Tax Section and Probate Trusts & Estates Section)
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Locations

Houston

9 Greenway Plaza, Ste. 1100
Houston, Texas 77046
Phone: 713.651.0111
Fax: 713.651.0220
Toll Free: 800.535.2701

Dallas - Preston

14755 Preston Road
Suite 600
Dallas, Texas 75254
Phone: 972.788.1600
Fax: 972.702.0662

Austin

901 South Mopac Expressway
Bldg. 1, Ste. 500
Austin, Texas 78746
Phone: 512.469.7987
Fax: 512.469.9408
Toll Free: 855.679.6763

 

San Antonio

1020 Northeast Loop 410, Ste. 800
San Antonio, Texas 78209
Phone: 210.224.7098
Fax: 210.212.5698
Toll Free: 800.862.5079

New Orleans

365 Canal Street, Ste. 800
New Orleans, Louisiana 70130
Phone: 504.299.3070
Fax: 504.299.3071
Toll Free: 888.435.8214

Cincinnati

PNC Center
201 E. 5th Street
Suite 1810
Cincinnati, OH 45202