April 24, 2024
Mr. Marchand is a specialist in estate planning and probate law certified by the Texas Board of Legal Specialization. He has been an attorney at Meadows Collier for over two decades. His practice consists of representing clients in all phases of their estate planning and business matters, as well as a substantial probate practice.
Mr. Marchand’s estate planning practice routinely implements sophisticated planning techniques, including the use of family limited partnerships and installment sales to grantor trusts, to assist clients in developing comprehensive tax efficient wealth transfer strategies. Another feature of his estate planning practice includes incorporating philanthropy into the planning process by assisting clients organize private foundations (and other nonprofit organizations), charitable trusts, and donor advised funds. His business planning practice involves advising clients in the establishment, reorganization, operation, tax reporting, and business succession of closely held entities. Mr. Marchand also represents executors in probate administration and the settlement of estates, including the preparation of federal inheritance tax returns.
Mr. Marchand holds a Masters of Laws (LL.M.) degree in Taxation and was admitted to practice in Texas in 1999.
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- Southern Methodist University Dedman School of Law, LL.M. in Taxation, 2000
- St. Mary's University School of Law, J.D., cum laude, 1999
- Associate Editor and Staff Writer, St. Mary's Law Journal
- Authored, "Splitting the Atom or Splitting Hairs—The Hate Crimes
- Texas A&M University, B.B.A., 1996
- Member, Phi Eta Sigma Honor Society Member, Alpha Lambda Delta Honor Society
- American Bar Association
- Tax, and Real Estate and Probate Sections
- State Bar of Texas
- Tax, and Real Estate and Probate Sections
- Texas Aggie Bar Association
- Dallas Bar Association
- Tax, and Probate Trusts and Estates Sections
- Dallas Estate Planning Council
- Estate Planning Council of North Texas
- The Dallas Foundation
- Member, Advisory Council
- Dallas A&M Club
- Community Foundation of Texas
- Member, Advisory Council
- Southern Methodist University, Dedman School of Law, Adjunct Law Professor, Estate Planning and Probate, Spring 2017-2018
- Texas Rising Stars, as published in Texas Monthly and in Texas Super Lawyers - Rising Stars Edition and on the web at superlawyers.com, 2014
- The Best Lawyers in America®, 2021-2025, Trusts and Estates
- Best Lawyers in Dallas, D Magazine, 2020-2022 (Tax: Trust & Estates)
August 24, 2021
2021 (MPMG) Metroplex Practice Management Group... [ read ]
March 25, 2021
TXCPA Dallas March 2021 CPE Session... [ read ]
August 25, 2020
Metroplex Practice Management Group (MPMG) Webinar... [ read ]
November 5, 2019
21st Annual Meadows Collier Tax Conference... [ read ]
May 22, 2019
Central Texas Chapter/TXCPA CPE Expo... [ read ]
January 25, 2019
Tax Law in a Day sponsored by the State Bar of Texas Tax Section... [ read ]
July 26, 2018
Merrill Lynch - The PSO Group Educational Series... [ read ]
May 15, 2018
Texas Bank and Trust... [ read ]
May 2, 2018
Texas Bank and Trust... [ read ]
December 5, 2017
TSCPA CPE Expo- San Antonio... [ read ]
November 30, 2017
Speaking at TSCPA CPE Expo... [ read ]
November 7, 2017
First Bank & Trust in Lufkin, TX... [ read ]
November 3, 2017
EDM Speaking Engagement - TSCPA 2017 Business Valuation, Forensic & Litigation Services Conf. in Houston, TX... [ read ]
June 23, 2017
State B ar of Texas Tax Section Annual Meeting... [ read ]
May 4, 2017
Texas Association of CPAs... [ read ]
November 9, 2016
First Bank & Trust Seminar... [ read ]
October 25, 2016
18th Annual Meadows Collier Tax Conference... [ read ]
May 13, 2016
TBA's Intermediate Trust & Estate Administration Seminar... [ read ]
November 3, 2015
2015 Meadows Collier Taxation Conference... [ read ]
May 7, 2014
"Is Estate Planning Still Necessary?"... [ read ]
May 22, 2013
"You've Won the Lottery - Now What?"... [ read ]
October 19, 2022
IRS Confirms 2023 Indexed Amounts... [ read ]
Our wealth transfer tax system provides taxpayers with exclusions from certain taxes. These exemptions are adjusted annually; the amount of the adjustment is tied to the Consumer Price Index. The IRS has published the 2023 indexed amounts.
September 19, 2022
When Inflation Isn't All Bad?... [ read ]
Our wealth transfer tax system provides taxpayers with exclusions from certain taxes. These exemptions are adjusted annually; the amount of the adjustment is tied to the Consumer Price Index...
November 9, 2021
Defined Valued Transfer - How the Taxpayers Got it Wrong... [ read ]
On November 3, 2021, the Fifth Circuit issued its opinion in Nelson v. Commissioner and unanimously affirmed the opinion of the Tax Court in favor of the IRS.
June 4, 2021
Because 130 Years Isn't Long Enough... [ read ]
Under Texas law, a non-charitable trust may not last forever. Historically, a Texas trust was required to vest, "not later than 21 years after some life in being at t he time of creation of the interest, plus a period of gestation".
November 8, 2019
Inflation-Adjusted 2020 Unified Estate and Gift Tax Exclusion Amounts... [ read ]
It just keeps getting better for wealthy individuals! The Internal Revenue Service recently announced the inflation-adjusted estate and gift tax exclusion amount for 2020.
September 28, 2016
An "Unnecessary" QTIP Election May Not be Disregarded for Portability Purposes... [ read ]
In recently issued Revenue Procedure 2016-49, the Service has confirmed that both a QTIP election and a portability election may be made on the same estate tax return, thereby maximizing exemption planning and flexibility in your estate plan. This new guidance was issued to clarify a gray area posed by Revenue Procedure 2001-38 whereby a QTIP election could possibly be void where the executor also makes a portability election.
