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Meadows, Collier, Reed, Cousins, Crouch & Ungerman, L.L.P.

901 Main Street, Suite 3700
Dallas, TX 75202

Phone: 214.744.3700
Fax: 214.747.3732
Toll Free: 800.451.0093

submit inquiry
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 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. 

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.

Texas Board of Legal Specialization – Estate Planning and Probate Law

  • Texas Tech School of Law, J.D., cum laude, 1988
  • University of Texas at El Paso, B.B.A., 1985
  • 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
  • Best Business Lawyers, Trusts & Estates, D Magazine, 2009
July 17, 2018

2018 Graduate Trust Schools - Texas Bankers Association... [ read ]

July 14, 2018

International Society of Appraisers... [ read ]

June 21, 2018

The Practice Management Group... [ read ]

June 13, 2018

2nd Annual Trust Audit & Operations seminar sponsored by the Texas Bankers Association, Wealth Management & Trust... [ read ]

May 11, 2018

45th Annual Estate Planning Seminar sponsored by the Corpus Christi Estate Planning Council... [ read ]

April 30. 2018

Amarillo Area Estate Planning Council... [ read ]

January 24, 2018

Panhandle Chapter/TSCPA and Amarillo EP Council... [ read ]

August 17, 2017

State Bar of Texas Advanced Tax Law... [ read ]

July 25, 2017

TBA's Annual Graduate Trust School... [ read ]

November 9, 2016

First Bank & Trust Seminar... [ read ]

October 25, 2016

18th Annual Meadows Collier Tax Conference... [ read ]

May 24, 2016

Texas Bank & Trust Seminar- Longview... [ read ]

May 17, 2016

Texas Bank & Trust Seminar- Tyler... [ read ]

March 1, 2016

Partnership for Philanthropic Planning... [ read ]

February 5, 2016

Corpus Christi 58th Annual Tax Conference... [ read ]

November 3, 2015

2015 Meadows Collier Taxation Conference... [ read ]

July 14, 2015

Texas Bankers Association... [ read ]

May 19, 2015

Texas Bank and Trust Seminar-Longview... [ read ]

May 6, 2015

Texas Bank and Trust Seminar- Tyler... [ read ]

February 19, 2015

"Estate Planning - Navigating the Potholes and Speed Bumps"... [ read ]

January 30, 2015

"Family Limited Partnerships"... [ read ]

November 20, 2014

"The Importance of and Requirements for Portability... [ read ]

August 8, 2014

"Planning for Same-Sex Couples after Windsor"... [ read ]

July 22, 2014

"Income Taxation of Estates and Trusts"... [ read ]

June 11, 2014

"Planning with Employer Funded Life Insurance"... [ read ]

May 19, 2014

"What's New in the World of Private Foundation Excise Taxes"... [ read ]

April 25, 2014

"Family Limited Partnerships"... [ read ]

February 20, 2014

"Same-Sex Marriages - The Quagmire Continues After Windsor"... [ read ]

November 12, 2013

"Same-Sex Marriages - The Quagmire Continues After Windsor"... [ read ]

July 16, 2013

"Income Taxation of Estates and Trusts"... [ read ]

July 11, 2013

"Dysfunctional Family Limited Partnerships"... [ read ]

May 2, 2013

"Planning with Buy-Sell Agreements"... [ read ]

July 17, 2012

"Income Taxation of Estates and Trusts"... [ read ]

May 18, 2012

"Using Family Limited Partnerships and What to Expect from the IRS"... [ read ]

May 10, 2012

"Life Insurance Issues and Estate Planning"... [ read ]

May 3, 2012

"Litigating FLP's: The Keller Decision"... [ read ]

October 27, 2011

"Life Insurance Issues and Estate Planning"... [ read ]

May 5, 2011

"Life Insurance Issues and Estate Planning"... [ read ]

December 10, 2010

"Judicial Update: What's Happening in the Courts?" "Estate Planning Update and Year-End Planning"... [ read ]

December 7, 2010

"Judicial Update: What's Happening in the Courts?"... [ read ]

December 3, 2010

"Judicial Update: What's Happening in the Courts?" "Estate Planning Update and Year-End Planning"... [ read ]

November 4-5, 2010

"Federal income Tax Update--Planning in an Uncertain Climate" "Estate Planning Update and Year-End Planning" "Evolution of an IRS Fraud Case"... [ read ]

October 21, 2010

"Exploring Criminal/Civil Overlap Issues" "Employment Tax Law" "Federal Estate and Gift Tax Examinations and Case Updates"... [ read ]

September 16, 2010

"Transfer Tax Controversies: Current and Future" "Estate Planning Update and Year-End Planning"... [ read ]

May 26, 2010

"Transfer Tax Litigation and the Keller Decision" "No Estate Tax - Now What?" "Evolution of an IRS Fraud Case"- Longview... [ read ]

May 25, 2010

"Differences Between Agressive Tax Planning and Tax Fraud"... [ read ]

May 12, 2010

"Transfer Tax Litigation and the Keller Decision" "No Estate Tax - Now What?" "Evolution of an IRS Fraud Case"- Tyler... [ read ]

May 6, 2010

"Litigating FLP's: The Keller Decision" "No Estate Tax - Now What?"... [ read ]

September 17, 2009

"Current Status of IRS Examinations of Estate and Gift Tax Returns"... [ read ]

April 21, 2009

"Current Status of IRS Examinations of Estate & Gift Tax Returns"... [ read ]

January 13, 2009

"Current Trends in Estate Planning"... [ read ]

December 21, 2017

Estate Tax and the New Tax Act... [ read ]

As we sit on the precipice of the new tax act going into effect (it only needs the President's signature to become law), it appears that the only transfer tax change in the Act consists of the doubling of the Section 2010(c) basic exclusion amount from $5,000,000 to $10,000,000 for transfers made and decedents dying after December 31, 2017 and before January 1, 2026.

March 13, 2017

Divorce Final? Not So Fast.... [ read ]

After navigating the turbulent waters of a divorce, many clients have had enough of lawyers and accountants to last a lifetime. Nevertheless, there are many legal and financial matters that should be attended to in order to protect you and your family from unintended consequences, or frankly, an outright mutiny among your family in the event of your death or incapacity.

January 18, 2017

Proposed Regulations under I.R.C. Section 2704 (Video Included) (NOTE: Treasury Withdrew these Regulations in October 2017)... [ read ]

New tax proposed Treasury Regulations may affect the amount of tax on family businesses. Alan Davis discusses the proposed Regulations under I.R.C. Section 2704.

March 2, 2016

Wealth Transfer Planning: What Your Investment Banker Didn't Tell You... [ read ]

Just like real estate brokers will help you stage your home before they list it, investment banks and commercial banks will advise you to perform a corporate house cleaning before you begin to market your company. A few common "due diligence" questions you may want to ask yourself include:

June 22, 2015

Three Questions... [ read ]

Does your Will benefit charity? Is your estate small enough to avoid an estate tax? Do you trust your family? If you answer yes to these questions, you may want to revise your Will and estate plan to enhance the income tax benefits of your charitable bequest.