Private Wealth Law - Texas
Band 2
What the Team is Known For
Troutman Pepper Locke's private wealth service offers wealth transfer planning and estate and trust administration advice to high net worth clients and institutions. Attorneys regularly advise on asset protection strategies, as well as representing trustees and trust companies in fiduciary matters.
Strengths
Troutman Pepper Locke's team have an excellent knowledge of the overall world of private wealth, including the legal issues involved in this area. They do not hesitate to consult with other members of Troutman when they come across a legal issue they need more expertise or detail in.
Troutman Pepper Locke stands out for their technical expertise, collaborative approach and responsiveness. They handle intricate and complex structures and can integrate broader strategies within their approach.
Troutman Pepper Locke's understanding of the nuances is critically important when dealing with complex families with multiple trusts. Instead of blanket advice, they are often willing to dig into the details enough to uncover substantial opportunities for our clients.
Troutman is proactive in keeping track of estate planning decisions that need to be made and reminding us that it is time to act, whether it is a transaction that is maturing or a change in tax law. They are also sensitive to family interpersonal relationships while being sure that all decisions are legally correct in fact and in spirit.
The Troutman Pepper Locke team stands out for its educational and professional credentials, experience and very high level of professionalism.
Notable practitioners
Mark Jacob is an expert in estate planning and probate law. He regularly prepares wills and trust agreements for wealthy clients and is considered a go-to for advice on aircraft transactions.
Mark is often the first name we call when our clients need estate and trust planning. His expertise and ability to deliver on time and on budget are refreshing.
Mark has an excellent and thorough knowledge of estate and trust matters.
Chelsea Overhuls is a private wealth lawyer who focuses on succession and wealth transfer planning, probate and estate administration.
I found Chelsea's planning to be excellent. She is approachable and friendly.
Her attention to detail and care in guiding the clients through all the estate matters was extraordinary.
Chelsea is really smart and has a great personality. She's technically proficient and has a good way with clients. She's easy to work with.
Lauren Doughty has expertise in trust and estate law, probate, asset protection and charitable planning.
Lauren is a delight to work with. She's dedicated, knowledgeable and professional.
Lauren is a heavy lifter for complex planning. We have a great relationship and will continue to work with her in the future.
Lauren is a superb lawyer. She is responsive, easy to collaborate with and brings both technical skill and practical know-how to the table.
Lauren is very responsive, highly technical and forward-thinking.
I believe what makes Lauren an outstanding lawyer, besides her superior knowledge of the law, is that she can explain to family members why we are handling our assets a certain way in a way they can understand.
