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Law Firm Affiliation
Lawyer ProfileFirm ProfileBiographical Listing
Address3805 Old Bullard Rd
Tyler, Texas 75701
PhoneTelephone: (903) 534-0006
Facsimile: 534-3757
Website
| | Michael D. Allen, born Sherman, Texas, March 8, 1951; admitted to bar, 1976, Texas. Preparatory education, Austin College (B.A., 1973); legal education, Southern Methodist University (J.D., 1976). Board Certified, Estate Planning and Probate Law, Texas Board of Legal Specialization, 1981. Fraternity: Phi Delta Phi. Trustee: Austin College; Austin Presbyterian Theological Seminary. Director, East Texas Communities Foundation. Author: "Irrevocable Life Insurance Trusts," Advanced Drafting Estate Planning and Probate Course, State Bar of Texas, Dallas, Texas (1992); "Practical Considerations in Family Limited Partnerships," Advanced Estate Planning and Probate Course, State Bar of Texas, San Antonio, Texas (1993); "Interstate Family Settlements," Advanced Drafting Estate Planning and Probate Course, State Bar of Texas, Austin, Texas (1994); "Formula Gifts of Limited Partner Interests," Advanced Drafting Estate Planning and Probate Course, State Bar of Texas, Fort Worth, Texas (1995); "Business Succession Planning," Advanced Estate Planning Strategies Course, State Bar of Texas, Santa Fe, New Mexico (1996); "Succession Strategies for The Family Business," ALI-ABA Course of Study, Boston, Massachusetts (1997); "Business Succession Planning," Advanced Estate Planning Strategies Course, State Bar of Texas, Santa Fe, New Mexico (1998); "Estate Planning for Closely Held Businesses," ABA Annual Meeting, Toronto, Canada (1998); "Succession Strategies for The Family Business," ALI-ABA Estate Planning Course Materials Journal (1998); "Sophisticated Wealth Transfer Strategies," Advanced Estate Planning Strategies Course, State Bar of Texas, San Diego, California (1999); "Closely Held Business Strategies," Advanced Tax Course, State Bar of Texas (2000); "Motivating the Business Founder to Plan," ALI-ABA Business Succession Course, San Francisco, California (2000); Course Director, Advanced Estate Planning Strategies, State Bar of Texas, San Antonio, Texas (2001); "Drafting Limited Partnership Agreements," Advanced Drafting, Estate Planning and Probate Course, State Bar of Texas, Dallas, Texas (2003); "Enabling Donor to Dream," Charitable Planning Course, State Bar of Texas, Austin, Texas (2004); "Life and Death of an FLP," Advanced Estate Planning Strategies Course, State Bar of Texas, New Orleans, Louisiana (2005); "Representing Mr. Patriarch in Succession Planning," Advanced Estate Planning & Probate Course, State Bar of Texas, Houston, Texas (2006); "Representing Dysfunctional Families," Advanced Estate Planning Strategies Course, State Bar of Texas, Santa Fe, New Mexico (2007); "Between Spousal Deaths," Advanced Estate Planning Strategies Course, State Bar of Texas, Sante Fe, New Mexico (2008); "Installment Sales," Advanced Estate Planning Course, State Bar of Texas, Dallas, Texas (2008); "Hard Times & Changing Landscapes," Advanced Estate Planning Strategies Course, State Bar of Texas, Sante Fe, New Mexico (2009). Member: Smith County and American Bar Associations; State Bar of Texas (Real Estate, Probate and Trust Law Council, 1995-98; Past Chairman, Professionalism and Ethics Committee; Transmutation Subcommittee; Real Estate, Probate and Trust Law Section); Texas Board of Legal Specialization (Advisory Commission); East Texas Estate Planning Council (President, 1989). Fellow: American College of Trust and Estate Counsel. | | Richard H. Lottmann, born St. Louis, Missouri, November 30, 1955; admitted to bar, 1980, Texas; also admitted to practice before U.S. District Court, Northern, Southern, Eastern and Western Districts of Texas. Preparatory education, Texas A&M University (B.S., summa cum laude, 1976); legal education, Southern Methodist University (J.D., 1980). Fraternity: Delta Theta Phi. Member: Smith County (President, 1994-95) and American Bar Associations; State Bar of Texas (District 2-A Grievance Committee; Panel Chair, 2003); Smith County Young Lawyers Association (President, 1984); Texas Bar Foundation; East Texas Estate Planning Council (President, 2006). | | Gregory T. Kimmel, born Tyler, Texas, October 8, 1974; admitted to bar, 2001, Texas. Preparatory education, University of Texas at Austin (B.S., 1998); legal education, University of Houston Law Center (J.D., 2001). Board Certified, Estate Planning and Probate Law, Texas Board of Legal Specialization, 2010. Member: State Bar of Texas; Smith County Young Lawyers Association (Board member); East Texas Estate Planning Council (Director). | | Staton R. Lottmann, |
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