Attorneys  

Alan K. Davis

Alan is Board Certified in Estate Planning and Probate Law and is an American College of Trust and Estates Counsel Fellow. He maintainshis CPA License. He represents clientsin all phases of business planning, estate planning, and probate. Alan’s expertise is focused on designing and implementing plans to accomplish his clients’ objectives regarding the disposition of their estate, as well as taking maximum advantage of the credits and exemptions provided under the IRS Code for federal estate and gift taxes.  His estate planning practice is devoted to creatively reducing the extent to which an estate is subject to estate taxes. 

Alan’s business planning practice includes counseling clients with respect to establishment, operation and tax reporting requirements of their business transactions.  Primary emphasis is placed on the most tax efficient manner of transferring business interests to family members while also providing second (and third) generations with the best chance of family business continuance.

Alan also counsels clients in all aspects of their charitable planning and charitable entities as to their formation and operation.

In the area of probate law, Alan represents executors in the administration and settlement of estates, in addition to preparing estate and inheritance tax returns on both the federal and state level.

Alan frequently speaks on numerous federal tax matters involving businesses, individuals, and estates.

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

Honors and Awards

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

2018 Speaking Engagements

  • Joint Meeting of the Panhandle Chapter/TSCPA and the Amarillo Area Estate Planning Council, Amarillo – 1/24/18
  • 45th Annual Estate Planning Seminar sponsored by the Corpus Christi Estate Planning Council, Corpus Christi – 5/11/18

2017 Speaking Engagements

  • 35th Annual Advanced Tax Law Course sponsored by TexasBarCLE, Houston – 8/17/17

2016 Speaking Engagements

  • Corpus Christi Chapter/TSCPA 58th Annual Tax Conference, Corpus Christi – 2/5/16
  • Partnership for Philanthropic Planning - North Texas Chapter – 3/1/16
  • Taxation and Estate Planning Update for Professionals Seminar sponsored Texas Bank and Trust, Tyler – 5/17/16
  • 18th Annual Meadows Collier Taxation Conference, Dallas – 10/25/16
  • First Bank & Trust - East Texas Seminar, Lufkin – 11/9/16

2015 Speaking Engagements

  • Corpus Christi Chapter/TSCPA Annual Tax Conference, Corpus Christi – 1/30/15
  • South Plains Trust and Estate Council – 2/19/15
  • Taxation and Estate Planning Update for Professionals Seminar sponsored Texas Bank and Trust, Tyler – 5/6/15
  • Taxation and Estate Planning Update for Professionals Seminar sponsored Texas Bank and Trust, Longview – 5/19/15
  • 2015 Graduate Texas Trust School sponsored by the Texas Bankers Association – 7/14/15
  • 17th Annual Meadows Collier Taxation Conference, Dallas – 11/3/15

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
Partner
  • phone (214) 744-3700
  • toll-free 800.451.0093
  • fax 214.747.3732
vCard
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