THE LAW OFFICES OF KENNEDY & JACKSON THE LAW OFFICES OF KENNEDY & JACKSON
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713.783.7444
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DAVID A. JACKSON

Location: Houston, Texas
Phone:  713-783-7444
Email: Email Me

PROFILE

Primarily engaged in the practice of estate planning, probate and estate administration.  Practice includes basic planning for modest, non-taxable estates, planning for moderately wealthy estates, and more complex planning for large estates.  Planning services include estate, gift and generation skipping transfer tax planning, including irrevocable trust planning; basic estate (non-tax) planning; charitable planning, including charitable trusts and private foundations; family limited partnerships; business succession planning; and asset protection planning.  Probate and estate administration services include independent administrations, dependent administrations, muniments of title, heirship determinations, and small estate affidavits.  Estate administration practice includes preparation and filing of federal estate tax returns (Form 706), trust management, wealth transfer management, trust combinations, and trust terminations.  Additional related services include federal estate and gift tax audit representation, preparation and filing of applications for recognition of exemption (Form 1023) related to private foundations, and preparation and filing of federal gift tax returns (Form 709).

In addition to estate planning, probate and estate administration, experience also includes secured transactions and private placement of securities offerings, commercial and residential leasing, real property transactions, employment contracts, buy-sell agreements, and marital property agreements.

BIOGRAPHICAL

  • Married (Shawna, 1995), two children (David, 2000; and Joe, 2004)
  • Cub Scout Pack 648, Den Leader
  • Cub Scout Pack 296, Cub Master
  • Coach and assistant coach in local youth baseball leagues
  • Active Participant, Lazybrook Baptist Church
  • Fourth generation Houstonian

AREAS OF PRACTICE

  • Estate Planning

CERTIFIED LEGAL SPECIALTIES

  • Board Certified, Estate Planning & Probate Law, Texas Board of Legal Specialization

BAR ADMISSIONS

  • Texas, 1999

EDUCATION

  • University of Houston Law Center, Houston, Texas
    • J.D. – 1999
  • University of Texas, Austin, Texas
    • B.A. – 1994
    • Major: Government

CLASSES/SEMINARS

  • Adjunct Lecturer teaching “Insurance and Estate Planning” to undergraduates, Business School, University of Houston – Downtown

PROFESSIONAL ASSOCIATIONS AND MEMBERSHIPS

  • State Bar of Texas, Real Property, Probate and Trust Law Section, Member
  • Houston Bar Association, Member
  • College of the State Bar of Texas, Former Member