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Overview

As a Private Wealth Attorney, Brandon offers clients personalized and effective guidance on their most impactful and sensitive financial issues.

Collaborating on the firm’s Private Wealth team, Brandon is a detail-oriented attorney who understands that the most meticulous aspects of estate planning, business succession planning and wealth management can have an outsized impact on clients. Individuals, families, nonprofits, executives, midsize businesses and large corporations rely on Brandon’s counsel in designing and administering comprehensive and sophisticated plans for the future.

Brandon aims to keep clients informed on opportunities as he works closely with them to understand individual goals and create creative solutions for unique situations. Appreciated as a problem solver, Brandon enjoys placing every client on the best path to preserving wealth for next-generation familial and business needs.


Services

Education

  • J.D., Texas Tech University School of Law
    • summa cum laude
    • Texas Tech Law Review, Comment Editor
    • Top Grade – Oil & Gas I
    • Distinction Awards – Legal Practice - Top Appellate Brief; Professional Responsibility; Texas Mineral Titles; Low Income Tax Clinic
  • B.S., Texas A&M University
    • Construction Science
    • Alpha Tau Omega

Admissions

  • Texas

Professional Memberships and Certifications

  • State Bar of Texas
  • Dallas Estate Planning Council
Experience

Wealth, Tax, Trust and Estate Planning

  • Drafted trust and estate planning documents, including wills, revocable and irrevocable trusts, life insurance trusts, gift trusts, financial durable and medical powers of attorney, living wills, healthcare declarations and declarations of guardian.
  • Helped clients devise effective and practical business succession plans.

Business/Corporate Planning

  • Prepared buy-sell agreements, family business plans, purchase and sale agreements, asset purchase agreements, stock purchase agreements and promissory notes.

Asset Protection Planning

  • Advised clients on strategies for protecting assets from loss, risk and exposure, both during life and after death using irrevocable trusts, limited liability companies, family limited partnerships and insurance planning, among others.
  • Regularly advised on sophisticated planning techniques, including creating and gifting or selling assets to irrevocable trusts.
Outside the Office

Brandon and his wife spend holidays on the beach.

Dedicated travelers and foodies, Brandon and his wife visit local restaurants during annual end-of-the-year beach getaways and get to know the chefs. Brandon is also a self-identified sports fanatic. Although he enjoys all sports and cheers on Dallas teams, Texas A&M football is a favorite. Brandon also loves spending time with his two dogs, Kylo and Bane.

Community Leadership

Brandon has donated his time and skills to Texas Tech University School of Law’s Low Income Tax Clinic and the Volunteer Income Tax Assistance (VITA) clinic, assisting low-income individuals with IRS issues including audit appeals, dependency issues, examination notices, non-filer matters, collection notices, innocent spouse issues, earned income credit controversies, offers in compromise, installment agreements, levy and seizure actions, and lien releases.

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