The Woodlands
281.681.5982 Direct
281.681.5901 Fax

Bruce is an associate in the Wealth Preservation Practice Group in The Woodlands.  His practice focuses on providing sophisticated estate plans for high net worth individuals and assisting fiduciaries with the administration of estates and trusts.  Through both the planning process and the administration of an estate or trust, Bruce strives to provide guidance to clients on the most tax-efficient manner by which they can achieve their goals and transfer wealth to future generations.

Representative Experience

  • Design and prepare estate planning documents, including wills, revocable trusts, and powers of attorney.
  • Prepare more sophisticated wealth planning techniques including irrevocable life insurance trusts (ILITs), gifts to family trusts, grantor retained annuity trusts (GRATs), installment sales to grantor trusts, and investment trusts.
  • Guide personal representatives through the probate process and advise them regarding the administration, distribution, and fiduciary responsibilities involving estates.
  • Prepare, review, and file federal gift tax returns (IRS Forms 709) and federal estate tax returns (IRS Forms 706).
  • Advise clients regarding post-mortem planning techniques including disclaimers, trust mergers, and trust divisions.

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.


AND and OR may be used in a search.  Note: they must be capitalized, e.g., "Project AND Finance." 

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".

Searches are not case sensitive.

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