Richard Ramirez

Richard Ramirez advises ultra-high-net-worth individuals and families on sophisticated estate, gift and generation-skipping transfer tax planning. His practice includes complex trust design, lifetime wealth transfers, family limited partnerships and other closely held entities, business succession planning, charitable planning, private foundations and planning for significant liquidity events. He frequently works with families whose estates exceed $100 million to preserve and transition family businesses, investment assets and legacy properties across generations.

Richard also represents executors, trustees, beneficiaries and charitable organizations in estate and trust administration, fiduciary matters and federal transfer-tax controversies, including IRS examinations. He is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.

• State Bar of Texas

• United States Tax Court

• State Bar of Texas, Real Estate, Probate and Trust Law Section, 2009–present

• State Bar of Texas, Real Estate, Probate and Trust Law Section, Trusts Committee 2025-Present

• Houston Bar Association, Probate, Trusts and Estates Section, 2009–present

• Hispanic Bar Association of Houston, Board Member; Chair, Tax, Audit and Compliance Committee 2025-present

• Houston Estate and Financial Forum, 2009–present

• Houston Estate Planners Association, 2010–present

• Houston Business and Estate Planning Council, 2017–present

• Texas Bar Foundation, Fellow, 2020–present

• Leadership Council on Legal Diversity, Fellow, 2015

Richard has also participated in the review of Texas’s principal-and-income legislation, including the Uniform Principal and Income Act and the Uniform Fiduciary Income and Principal Act, and has served on the planning committee for the State Bar of Texas Annual Estate Planning and Probate Drafting Course.

• “Power of Appointment or Disappointment?,” San Antonio Estate and Business Planning Council, May 2025

• “Formula Clauses (with Examples!),” State Bar of Texas 34th Annual Estate Planning and Probate Drafting Course, October 2023

• “Giving With and Administering Cryptocurrency,” American Bar Association Section of Taxation Fall Tax Meeting, October 2022

• “Power of Appointment or Disappointment?,” State Bar of Texas 33rd Annual Estate Planning and Probate Drafting Course, October 2022

• “Giving With and Administering Cryptocurrency,” Silicon Valley Bar Association, September 2022

• “Unique Tax Questions Posed by Cryptocurrencies and NFTs,” Tax Update, April 2022

• “How to Pay When the Bill Comes Due—Estate Liquidity in 2022,” Houston Business and Estate Planning Council, March 2022

• “How to Pay When the Bill Comes Due—Estate Liquidity in 2022,” San Antonio Estate and Business Planning Council, March 2022

• “Giving With and Administering Cryptocurrency,” East Bay Trust and Estate Lawyers, March 2022

• “Planning with Grantor Trusts,” American Bar Association Section of Taxation Midyear Tax Meeting, January 2021

• “The Benevolent Bitcoin: How to Gift Virtual Currency,” Northwest Planned Giving Roundtable Annual Conference, September 2020