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 and a Chartered Advisor in Philanthropy® (CAP®).  He frequently speaks on numerous federal tax matters involving businesses, individuals, and estates.  Alan K. Davis and Josh O. Ungerman published an article, "An Untaxing Year" in the December 20, 2010 Texas Lawyer, Vol. 26., No. 38.

Mr. Davis was admitted to practice in Texas in 1988.


  • 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
  • The American College of Trust and Estate Counsel
    • Fellow
  • Dallas Estate Planning Council

Honors and Awards

  • Best Business Lawyers, Trusts & Estates, D Magazine, 2009 

2015 Speaking Engagements

  • Corpus Christi Chapter/TSCPA Annual Tax Conference, Corpus Christi – 1/30/15
  • South Plains Trust and Estate Council – 2/19/15

2014 Speaking Engagements

  • First Bank & Trust East Texas Seminar, Lufkin – 4/25/14
  • 2014 TSCPA Nonprofit Organizations Conference, Dallas – 5/19/14
  • 38th Annual Advanced Estate Planning & Probate Course sponsored by Texas Bar CLE, San Antonio – 6/11/14
  • 2014 Graduate Texas Trust School sponsored by Texas Banker's Association, Dallas – 7/22/14
  • UT Law 2014 Estate Planning, Guardianship and Elder Law Conference, Galveston – 8/8/14
  • 16th Annual Meadows Collier Taxation Conference, Dallas – 10/28/14

2013 Speaking Engagements

  • 2013 Estate Planning Seminar hosted by the Midland Memorial Foundation and Midland College, Midland – 5/2/13
  • UT Law 2013 LLCs, Lps and Partnerships Conference, Austin – 6/11/13
  • 2013 Graduate Texas Trust School sponsored by the Wealth Management & Trust Division of the Texas Bankers Association, Dallas – 6/16/13
  • 15th Annual Meadows Collier Taxation Conference, Dallas – 10/29/13

2012 Speaking Engagements

  • Amarillo Estate Planning Council, Amarillo – 5/3/12
  • Midland Memorial Foundation and Midland College Foundation Annual Estate Planning Seminar, Midland – 5/10/12
  • Corpus Christi Estate Planning Council, Corpus Christi – 5/18/12
  • Texas Bankers Association 2012 Graduate Texas Trust School, Dallas – 7/17/12
  • 14th Annual Meadows Collier Taxation Conference, Dallas – 10/30/12

2011 Speaking Engagements

  • Twentieth Annual Institute on Estate Planning sponsored by the Amarillo Area Estate Planning Council, Amarillo – 5/5/11
  • 13th Annual Meadows Collier Taxation Conference, Dallas – 10/25/11
  • Heart of Texas Estate Planning Council, Waco – 10/27/11

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
  • Victoria Area Estate Planning Council, Victoria – 9/16/10
  • Corpus Christi Estate Planning Council, Corpus Christi – 10/21/10
  • 12th Annual Meadows Collier Taxation Conference, Dallas – 10/26/10
  • Austin Chapter/TSCPA Annual Tax Conference, Austin – 11/5/10
  • TSCPA CPE Expo, San Antonio, Houston & Arlington – 12/3/10, 12/7/10 & 12/10/10

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
  • 11th Annual Meadows Collier Taxation Conference, Dallas – 10/27/09
Alan K. Davis
Alan K. Davis
  • phone (214) 744-3700
  • toll-free (800) 451-0093
  • fax (214) 747-3732
Areas of Practice


© Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.901 Main Street, Suite 3700, Dallas Texas 75202phone (214) 744-3700 | toll-free (800) 451-0093 | fax (214) 747-3732Hosted on the FirmWise Platform