Alan K. Davis
Mr. Davis’ practice consists primarily of representing clients in all phases of their business and estate planning matters, as well as a substantial probate practice. His estate planning practice consists of designing and implementing documents, or a series of documents which will accomplish all of our client’s objectives regarding the disposition of his or her estate. The estate planning process also includes taking maximum advantage of the credits and exemptions from federal estate and gift taxes provided for under the Internal Revenue Code, as well as creatively reducing the extent to which an estate is subject to estate taxes.
Mr. Davis' business planning practice consists of counseling clients with respect to the establishment, operation and tax reporting requirements of his or her business and transactions. A primary emphasis of this area of practice is placed on the transfer of business interests to family members in the most tax efficient manner and providing the second (or third) generation with the best chance of continuing the family business.
Mr. Davis’ probate practice consists of representing executors in the administration and settlement of estates, and the preparation of federal and state estate and inheritance tax returns.
Mr. Davis is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. He is also a Certified Public Accountant. He frequently speaks on numerous federal tax matters involving businesses, individuals, and estates.
Mr. Davis was admitted to practice in Texas in 1988.
Education
- J.D., Texas Tech School of Law, cum laude, 1988
- B.B.A., University of Texas at El Paso, 1985
Bar Admissions
- State Bar of Texas
Professional Associations and Memberships
- American Bar Association
- Tax and Real Estate and Probate Sections
- State Bar of Texas
- Tax and Real Estate and Probate Sections
- Dallas Bar Association
- Tax Probate, and Trusts and Estates Sections
- American Institute of Certified Public Accountants
- Dallas Estate Planning Council
2010 Speaking Engagements
- Filipino American Chamber of Commerce, Dallas – 3/26/10
- Austin Financial Planning Association, Austin – 5/6/10
- Texas Bank and Trust, Tyler and Longview – 5/12/10 and 5/26/10
- Wichita Falls Chapter/TSCPA, Wichita Falls – 5/25/10
2009 Speaking Engagements
- Southeast Texas Chapter of TSCPA, Beaumont – 1/13/09
- San Antonio Estate Planning Council, San Antonio – 4/21/09
- Victoria Area Estate Planning Council, Victoria – 9/17/09
2008 Speaking Engagements
- Midland Memorial Hospital and Midland College Foundation Eleventh Annual Estate Planning Update Seminar, Midland – 5/8/08
- Taxation and Estate Planning Update for Professionals, Longview & Tyler – 5/21/08 & 5/2808
- State Bar of Texas Advanced Estate Planning and Probate Course, Dallas – 6/11/08
- 2008 Meadows Collier Taxation Conference, Dallas – 10/21/08
- Amarillo Area Estate Planning Council, Amarillo – 12/5/09
- 2008 Austin Chapter/TSCPA Tax Conference, Austin – 12/9/08
2007 Speaking Engagements
- Midland Business and Estate Council, Midland – 3/13/07
- Taxation and Estate Planning Update for Professionals, Longview & Tyler – 5/16/07 & 5/23/07
- Metroplex Timber and Forestry Association, Dallas – 7/14/07
- 2007 National Association of Royalty Owners Convention, Albuquerque, NM – 10/19/07
- Meadows Collier Taxation Conference, Dallas – 10/23/07
- ACPEN Satellite Broadcast, Dallas – 11/14/07
2006 Speaking Engagements
- Ninth Annual Charitable Planning Seminar, Dallas – 1/20/06
- Taxation and Estate Planning Update for Professionals, Tyler & Longview – 5/10/06 & 5/24/06
- Practice Management Group, Dallas – 9/21/06
- Meadows Owens Taxation Conference, Dallas – 10/24/06
Honors and Awards
- Best Business Lawyers, Trusts & Estates, D Magazine, 2009
