The Woodlands
281.681.5960 Direct
281.681.5901 Fax
jchadwick@winstead.com
Houston (secondary office)
281.681.5960 Direct
713.650.2400 Fax

Jeff Chadwick is a member of the Wealth Preservation Practice Group with offices in Houston and The Woodlands.  Jeff focuses his practice on trust and estate planning for business owners, corporate executives, professional athletes, and other high net worth individuals and families.  He strives to provide innovative and practical solutions to a wide range of legal matters, including wealth transfer planning, trust and estate administration, business formation and succession, asset protection, charitable giving, and premarital planning.

Jeff is a frequent speaker at estate planning seminars around the country and is an active member of many professional organizations.  He also serves on the Texas Trust Code Committee, where he monitors trust issues in Texas and drafts legislation for inclusion in the Texas Trust Code. 

Before settling in Texas, Jeff began his career in Richmond, Virginia.  Jeff has maintained his Virginia law license and regularly counsels clients transitioning from Virginia to Texas, or vice versa, with regard to their estate planning matters.

Representative Experience

  • Design and prepare core estate planning documents, including wills, revocable trust agreements, and medical and financial powers of attorney
  • Advise executors, trustees, and beneficiaries regarding the funding, administration, taxation, and distribution of estates and trusts Design, implement, and monitor transfer tax minimization strategies, including gifts to family trusts, installment sales to grantor trusts, grantor retained annuity trusts (GRATs), and irrevocable life insurance trusts (ILITs)
  • Help entrepreneurs, energy executives, and other clients shift new investment opportunities, corporate stock, and other appreciating assets to their family members in a tax-efficient manner
  • Assist families with the formation of limited partnerships and limited liability companies to own and manage family farms, ranchland, mineral interests, vacation residences, and other family assets
  • Design and implement business succession plans for families and key employees
  • Prepare, review, and negotiate premarital agreements
  • Counsel clients relocating to Texas with regard to their estate planning and marital property matters
  • Help professional athletes, celebrities, politicians, and other public figures protect their privacy through the anonymous acquisition of personal residences and other assets
  • Assist clients making anonymous charitable donations and political contributions
  • Structure charitable gifts in a tax-efficient manner, including the creation and qualification of charitable trusts and private foundations
  • Prepare and review federal gift tax returns (IRS Forms 709) and federal estate tax returns (IRS Forms 706)
  • Obtain private letter rulings from the IRS on estate, gift, and generation-skipping transfer (GST) tax matters
  • Assist trustees with judicial and non-judicial modifications to irrevocable trusts through techniques such as trust decanting, trust combinations, and trust divisions
  • Counsel corporate trustees, trust departments, and family offices regarding general administrative matters

Search Tips:

You may use the wildcard symbol (*) as a root expander.  A search for "anti*" will find not only "anti", but also "anti-trust", "antique", etc.

Entering two terms together in a search field will behave as though an "OR" is being used.  For example, entering "Antique Motorcars" as a Client Name search will find results with either word in the Client Name.

Operators

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The + and - sign operators may be used.  The + sign indicates that the term immediately following is required, while the - sign indicates to omit results that contain that term. E.g., "+real -estate" says results must have "real" but not "estate".

To perform an exact phrase search, surround your search phrase with quotation marks.  For example, "Project Finance".

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