Co-Chair of Committee to create new legal specialization in the field of Trust, Estate and Guardianship Litigation , 2024
Member of Texas Bar Foundation, 2024
Member of State Bar College, 2024
Co-Chair, Real Estate, Probate & Trust Law Section of State Bar of Texas Trust and Estate Legislative Affairs Committee, 2024
Board of Directors, Texas Real Estate & Probate Institute, 2024
Co-Chair of Trust and Estate Legislative Affairs for the Texas Real Estate & Probate Institute, 2024
Fellow, The American College of Trust & Estate Counsel (ACTEC), 2024
Elected to be a Fellow, The American College of Trust & Estate Counsel (ACTEC), 2023
Chair of Trust and Estate Legislative Affairs for the Texas Real Estate & Probate Institute, 2023
Board of Directors, Texas Real Estate & Probate Institute, 2023
Chair, Legislative Affairs Committee of the Real Estate, Probate and Trust Law section of the State Bar of Texas, 2023
Member of the State Bar College, 2023
Member of Texas Bar Foundation, 2023
Board of Directors, Texas Real Estate & Probate Institute, 2022
Chair of Trust and Estate Legislative Affairs for the Texas Real Estate & Probate Institute, 2022
Chair, Legislative Affairs Committee of the Real Estate, Probate and Trust Law section of the State Bar of Texas, 2022
Member of the State Bar College, 2022
Member of Texas Bar Foundation, 2022
Co-Chair, Legislative Affairs Committee of the Real Estate, Probate and Trust Law section of the State Bar of Texas, 2021
Chair of the Fiduciary Litigation Committee of the Real Estate, Probate & Trust Law Section of the State Bar of Texas., 2021
Member of the State Bar College, 2021
Member of Texas Bar Foundation, 2021
Co-Chair, Legislative Affairs Committee of the Real Estate, Probate and Trust Law section of the State Bar of Texas, 2020
Chair of the Fiduciary Litigation Committee of the Real Estate, Probate & Trust Law Section of the State Bar of Texas., 2020
Council Member for the Real Estate, Probate & Trust Law Section of the State Bar of Texas., 2020
Member of Texas Bar Foundation, 2020
Member of the State Bar College, 2020
Council Member for the Real Estate, Probate & Trust Law Section of the State Bar of Texas., 2019
Member of Texas Bar Foundation, 2019
Member of the State Bar College, 2019
Co-Chair, Legislative Affairs Committee of the Real Estate, Probate and Trust Law section of the State Bar of Texas, 2019
Chair of the Fiduciary Litigation Committee of the Real Estate, Probate & Trust Law Section of the State Bar of Texas., 2019
Chair of the Fiduciary Litigation Committee of the Real Estate, Probate & Trust Law Section of the State Bar of Texas., 2018
Council Member for the Real Estate, Probate & Trust Law Section of the State Bar of Texas., 2018
Member of the State Bar College, 2018
Member of Texas Bar Foundation, 2018
Chair of the Fiduciary Litigation committee of the Real Estate, Probate and Trust Law Section of the State Bar of Texas, 2017
Council Member for the Real Estate, Probate & Trust Law Section of the State Bar of Texas., 2017
Member of the State Bar College, 2017
Member of Texas Bar Foundation, 2017
Elected as Council Member to the Real Estate Probate and Trust Law section of the Texas State Bar for a 4 year term, 2016
Member of Texas Bar Foundation, 2016
Member of Texas Bar Foundation, 2015
Member of Texas Bar Foundation, 2014
Trust Code Committee, State Bar of Texas, Real Estate Probate & Trust Law Sections, 2013
Trust Code Committee, State Bar of Texas, Real Estate Probate & Trust Law Sections, 2012
Trust Code Committee, State Bar of Texas, Real Estate Probate & Trust Law Sections, 2011
Honors/Awards:
Best Lawyers, The Best Lawyers in America, 2023
Band 2 for Private Wealth Disputes, Chambers and Partners Rankings, 2024
Best Lawyers, The Best Lawyers in America, 2024
Scholarly Lectures/Writings:
Paper addressing trustee decision making., Author/Presenter, Trustee Decision Making, ACTEC Rocky Mountain Fellows Institute, Legal, 2024
Updated practitioners on new trust and estate law after 2023 legislative session., Author, 2023 Estate & Trusts Legislative Update, Texas Bar Journal, 2023
Updated practitioners on new trust and estate law after 2023 legislative session., Presenter, 2023 Legislative Update, UT CLE Estate Planning, Guardianship and Elder Law Conference, 2023
Updated practitioners on changes in Trust and Estate law. , Presenter, 2023 Legislative Update, Texas Bar Association Annual Meeting Conference, 2023
Updated practitioners on changes in Trust and Estate law. , Presenter, 2023 Legislative Update, Texas Bar Association Estate and Trusts Legislative Update Webcast, 2023
Updated practitioners on changes in Trust and Estate law. , Presenter, 2023 Legislative Update, Texas Bar CLE Advanced Estate Planning & Probate Course, 2023
Updated practitioners on changes in Trust and Estate law. , Presenter, 2023 Legislative Preview, Texas Tech Estate Planning and Community Property Law Journal CLE & Expo, 2023
Paper and presentation on standing and capacity in estate and trust litigation. , Author/Presenter, Standing and Capacity in Estate and Trust Litigation, Texas Bar CLE Advanced Estate Planning and Probate Course, 2022
Scholarly article on jurisdiction and venue related to probate proceedings. , Author, Jurisdiction and Venue in Probate Proceedings, Estate Planning & Community Property Law Journal, Texas Tech University School of Law, June 2022, 2022
Updated practitioners on new trust and estate law after 2021 legislative session and a preview of the 2023 legislative session., Presenter, 2023 Legislative Preview and 2021 Legislative Update, American National Bank & Trust CLE, 2022
Updated practitioners on legislative changes to Trust and Estate law., Presenter, 2021 Legislative Update, Texas Tech Estate Planning and Community Property Law Journal CLE & Expo, 2022
Presented paper on venue and jurisdiction in probate proceedings. , Author/presenter, Venue and Jurisdiction in Probate Proceedings, State Bar of Texas Fiduciary Litigation Course, 2021
Co-panelist on in depth 3 hour discussion of topics related to fiduciary litigation that are helpful to estate planners. , Co-Panelist, What Every Planner Needs to Know About Fiduciary Litigation, State Bar of Texas Advanced Estate Planning Strategies Course, 2021
Scholarly article on alternatives to tortious interference with inheritance claims. , Co-Author, Alternatives to Tortious Interference with Inheritance, Estate Planning & Community Property Law Journal, Texas Tech University School of Law, 2021
Updated Trust and Estate practitioners on the changes in law after the 2021 Legislative Session. , Presenter, 2021 Legislative Update, Texas Bar CLE Advanced Estate Planning & Probate Course, 2021
Updated practitioners on new trust and estate law after 2021 legislative session., Presenter, 2021 Legislative Update, Texas Bankers Association Wealth Management & Trust Annual Conference, 2021
Updated practitioners on new trust and estate law after 2021 legislative session., Presenter, 2021 Legislative Update, Estate Planning Council of Central Texas, 2021
Updated practitioners on new trust and estate law after 2021 legislative session., Presenter, 2021 Legislative Update, Corpus Christi Estate Planning Council, 2021
Updated practitioners on new trust and estate law after 2021 legislative session., Presenter, 2021 Legislative Update, Houston Bar Association's Probate, Trusts and Estates Section, 2021
Updated practitioners on new trust and estate law after 2021 legislative session., Presenter, 2021 Legislative Update, University of Texas CLE Estate Planning, Guardianship and Elder law Conference, 2021
Updated practitioners on new trust and estate law after 2021 legislative session., Presenter, 2021 Legislative Update, Disability and Elder Law Attorneys Association, 2021
Updated practitioners on new trust and estate law after 2021 legislative session., Presenter, 2021 Legislative Update, Tarrant County Probate Bar Association, 2021
Updated practitioners on new trust and estate law after 2021 legislative session., Presenter, 2021 Legislative Update, Dallas Bar Association Probate, Trusts and Estate Section, 2021
CLE paper and presentation on alternatives to tortious interference with inheritance claims. , Co-Author/Presenter, Alternatives to Tortious Interference with Inheritance, State Bar of Texas Advanced Estate Planning and Probate Course, Trust And Estate Attorneys, 2020
Updated practitioners on new trust and estate law after 2019 legislative session, Presenter, 2019 Legislative Update, Corpus Christi Estate Planning Council, 2019
Presented a paper regarding legal issues and strategies related to suing and defending fiduciary decision making, Speaker and writer, Strategies for Suing and Defending Fiduciary Decision Making, State Bar of Texas Fiduciary Litigation Conference, 2018
Panel presentation regarding case development strategies. , Panelist and Writer, Case Development Strategies, State Bar of Texas Fiduciary Litigation Course, 2016
Paper and speech presented to the Tarrant County Bar Association CLE on Trust and Probate Litigation, Standing and Capacity in Trust and Estate Litigation, 2016
Paper and speech presented to the Fiduciary Litigation CLE., Speaker, Capacity & Standing in Trust and Estate Litigation, 2015
Paper and speech addressing the ethics rules and practice tips for attorneys when clients show signs of incapacity., Writer, speaker, The Client is Incapacitated - What Do You Do Next, Texas Bar: Advanced Estate Planning & Probate Course 2014, 2014
Paper and speech given to advanced paralegal seminar on the issue of ethics rules and practice tips for when a client shows signs of incapacity., Writer, speaker, The Client is Incapacitated - What Do You Do Next, TX Advanced Paralegal Seminar - Oct. 2014, 2014
Addresses advanced issues involving standing, capacity and jurisdiction in trust litigation., Speaker & Writer, Standing, Capacity, Jurisdiction, State Bar of TX Advanced Estate Planning & Probate Course, Fiduciary Litigation, 2013
Panel discussion with the Hon. Guy S. Herman, Travis County Probate Court No. 1; Mary E. Haught and Jeff T. Knebel, paper by Laurie Ratliff regarding a fiduciary's duty to disclose and the benefits and drawbacks of seeking disclosure in a formal or informal discovery process., Moderator, Informal Demand or Formal Discovery: The Debate on Obtaining Information from Fiduciaries Under Their Duty to Disclose, State Bar of Texas, Fiduciary Litigation, 2011
Explores exculpatory clauses in various fiduciary contexts., Co-Author; Co-Presenter, Exculpatory Clauses, State Bar of Texas, Fiduciary Litigation, 2009