 | |
 | Derek L. Fletcher | | Shareholder | |
|
| ProfileDerek Fletcher is a shareholder in Winstead's Wealth Preservation Practice Group. Derek's practice involves estate planning for high net worth individuals, with particular emphasis on the organization, administration and succession of closely held business interests such as limited partnerships, limited liability companies and corporations.
Derek is a Certified Public Accountant and frequently speaks before professional and lay groups on sophisticated estate planning topics. Representative Experience
- Represents and counsels owners of closely held businesses on a variety of issues, including estate planning and business succession
- Assists in estate planning for high net worth individuals, including the implementation of sophisticated estate planning techniques such as grantor retained annuity trusts, charitable trusts, private annuities, qualified personal residence trusts, and installment sales of limited partnership interests to grantor trusts
- Counsels high net worth individuals on the organization and administration of family limited partnerships and limited liability companies
- Assists in stock option planning involving both incentive stock options and nonqualified stock options
| | | University of Texas School of Law | | Texas Tech University |
|
|
Professional & Community Involvement |
|
- American College of Trust and Estate Counsel (Fellow)
- Dallas Estate Planning Council (Board of Governors)
- American Bar Association
- ABA Estate & Gift Tax Committee (Vice Chairman and Webpage Editor)
- ABA Estate and Gift Tax Committee (Representative to the Synergy Summit)
- Dallas Estate Planning Council
- American Institute of Certified Public Accountants
- Texas Society of Certified Public Accountants
- The Dallas Foundation Advisory Council
- Dallas Bar Association (Past Chairman, Probate, Trusts and Estates Section)
- Synergy Summit (Vice Chairman)
- American Red Cross Gift Planning Committee
|
|
|
|
- Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization
- Texas Rising Star, Texas Monthly, 2004-2006, 2008
- The Best Lawyers in America, Trusts and Estates, 2005, 2007-2010
|
|
|
|
- Drafting to Avoid the Reciprocal Trust Doctrine
- Post-Modern Elections and Planning Considerations
- Asset Protection Planning
- Pre/IPO and Merger Strategies
- Closely Held Business Succession Planning & Minimizing Transfer Taxes
- Estate Planning for Oil and Gas Owners
- Quick Guide to the Texas Probate Code
- Installment Sales to Grantor Trusts
- Estate Planning Gems
- Advanced GRAT Planning
|
|
|
|
|
|
|
|
|
|