Alan K. Davis

Alan Davis is Board Certified in Estate Planning and Probate Law and is an American College of Trust and Estates Counsel Fellow (ACTEC). He maintains his CPA license. He represents clients in 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 Internal Revenue 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. 

Mr. Davis’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.

Mr. Davis 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, Mr. Davis 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.

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

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