Jana L. Simons

Ms. Simons represents individuals and multi-generational families. She primarily focuses on tax planning, drafting complex wills and trusts, implementing wealth preservation strategies, and charitable giving.  Jana emphasizes helping clients achieve their objectives by designing creative and functional solutions tailored to their specific goals—whether it involves business establishment or reorganization, or facilitating the administration of a trust or estate.

Ms. Simons draws from a vast breadth of experience in her law practice.  Prior to joining the firm, she managed a large horse ranch and cultivated successful real estate and insurance practices.Ms. Simons’s business-focused background allows her to understand her clients’ concerns and employ a practical approach to tax, estate, and business planning issues.

She holds an LL.M. in Taxation from Georgetown University Law Center with an academic concentration in Estate Planning.  During her time at Georgetown, Ms. Simons served as an extern for the United States Department of Justice, Tax Division.  While working on her J.D., she completed her Master’s degree in Personal Financial Planning, represented pro bono clients in tax controversy matters with the IRS, served as a Peer Financial Counselor, and clerked for the Honorable Robert L. Jones, United States Bankruptcy Court, Northern District of Texas.

Ms. Simons is admitted to practice in Texas. She is a Certified Financial Planner, CFP® and is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.