Sol is a Director in the Dallas office, with over 38 years’ experience in probate administration, trusts and estate planning law. He counsels clients on estate planning, with a philosophy that estate planning is a process of planning for the accumulation, conservation and distribution of wealth between the generations. He is admitted to the U.S. Tax Court.
Sol has received the designation as an Accredited Estate Planner from the National Association of Estate Planners, 1995, and was selected to “5-Star” Wealth Manager in 2010-2018 and to the Texas Super Lawyers list in 2011-2018.
Admitted
- Texas, 1980
- U.S. Tax Court
Education
- LL.M. Estate Planning, 1982, University of Miami in Miami, Florida
- J.D., 1980, Southwestern University
- B.A., cum laude, 1974, The University of Texas
Affiliations
- Dallas Bar Association
- American Bar Association
- Dallas Estate Planning Council
- National Association of Estate Planners
Honors and Awards
- Accredited Estate Planner
- Named to the Texas Super Lawyer list in the area of Trusts and Estates, 2011-2018
- Selected as a “5 Star” Wealth Manager, 2010-2018
Publications and Presentations
- “Are Living Trusts for You,” T.A.L.S. Docket (March 1991)
- “Structural Considerations for a FSC,” Prentice-Hall, U.S. Taxation of International Operations (October 9, 1985)
- “Choosing a FSC Jurisdiction,” Prentice-Hall, U.S. Taxation of International Operations (September 25, 1985)
- “The Foreign Sales Corporation-An Analysis of Its Impact, Attributes and Planning Opportunities after the 1984 Tax Reform Act,” Prentice-Hall, Tax Ideas (Fall 1985)
- “Section 401(k) Plans-An Alternative to an IRA,” Warren, Gorham & Lamont, The Review of Taxation of Individuals (Spring 1985)
- “Auld Lang Syne for Professional Personal Service Corporations,” State Bar of Texas, Texas Bar Journal (May 1983)
Activities
- Adjunct Professor in Estate Planning, School of Business, University of Texas-Dallas (2015-present)
- Estate Planning Instructor, SMU Certificate Program for Financial Planning (2010-present)
- Estate Planning Instructor, Graduate School of Business at the University of Dallas (1995-2010)
- Professional Development Institute at the University of North Texas (May 1993-June 2010)
- Southeastern Paralegal Institute (June 1992 – May 1998)
- Judicial Law Clerk for Judge Jack Swink in the Probate Court of Los Angeles (1979)
