Charis is an associate attorney who joined the firm in October of 2020. Her practice focuses on estate planning, helping clients and their families with strategies to ensure that wealth is preserved, to the extent possible, and ultimately distributed according to the clients’ wishes. Charis’ goal is to make complicated concepts easier to understand, empowering her clients to make informed decisions.

Education

• Masters of Law, Taxation, 2017
University of Florida School of Law
• Juris Doctor, 2016
Baylor University School of Law
• Bachelor of Arts, 2013
Southwestern University

Practice Areas

• Estate Planning
• Wealth Transfers
• Asset Preservation

Awards & Special Designations

• Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization

Representative Experience

• Assists clients in simple and complex estate planning matters, including the preparation of wills, revocable and irrevocable trusts, advanced directive, and financial and medical powers of attorney
• Represents wealthy families in multi-generational business, estate, and succession planning, including the use of intentionally defective grantor trusts and other advanced estate-planning techniques
• Prepares and advises on premarital and postmarital agreements
• Prepares and files federal estate and gift tax returns

Professional Activities & Affiliations

• Member, State Bar of Texas
• Member, College of the State Bar
• Speaks and writes for continuing legal education seminars