Referrals and Resources
"I’m no genius, but I’m smart in spots, and I stick to those spots." Tom Watson, IBM.
As a solo practitioner we rely on a network of other honest, smart, and hard working people to help our clients in topics outside our circle of competence. We think the people below are worth a call if you are looking for a specialist in their fields. A Google search should find their current contact information.
Danielle Taylor, Business Entity and Asset Protection Attorney
Lakeway, Texas
We worked with Danielle Taylor at TCV Law Group in Lakeway, Texas over several years and know her to be an attorney we would trust completely for business work including Limited Liability Companies (LLCs), asset protection, and business succession planning.
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As a young litigation attorney she was the lone soul in the office who did the hard work of combing through boxes of discovery material to find the one incriminating email to prove her client's business partner was embezzling money from the company. We also know her to be tough as nails and deeply loyal to her clients.
Ask Danielle about the coffee mug one of her clients gave her!
Rachel Bosworth, Property and Real Estate Attorney
Lakeway, Texas
We worked with Rachel Bosworth at TCV Law Group and know her to be the kind of bright, energetic person you would be happy to have on your team.
Rachel is a reformed real estate litigator from the exceptional Vinson and Elkins law firm and also coaches a mean softball team in Lakeway. Ask Rachel about the time she met a certain legendary wrestling icon (he's one of our heroes) at a softball game! As former colleagues we worked together on several estate planning and probate cases so we know that she does good work.
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Rachel and I have a friendly competition on who can get the best lawyer appreciation gift from a client. So far I'm ahead of Rachel with an incredibly nice burnt orange Hermes tie.
Please be sure your gifts to Rachel are nice but not TOO nice!
John Riffle, Financial Advisor
Austin, Texas
We've worked indirectly with John for more than a decade back when we were doing income tax and financial planning work as a newly minted attorney circa 2010. In that time we have known him to be loyal to his clients and to explain financial planning in a clear and simple way that belies many years of industry wisdom and knowledge. If you need a good downtown restaurant recommendation, he is also a man who knows people!
John is a high level advisor and typically works with high net worth clients but we expect that he can recommend good advisors for young families and families with modest estates.
Holly Garcia and Regan Seliger, Austin Trust Company
Austin, Texas
We've worked with Holly, Regan and other members of the Austin Trust Company team on some very difficult estate administration cases. Austin Trust Company can serve as a professional Trustee or Executor with an enormous practical skill set from understanding technical estate tax prevention strategies to meat-and-potatoes issues such as coordinating contractors so we can get a house cleared, cleaned, and sold so proceeds can be distributed to beneficiaries.
If you need a professional Trustee, Holly and Regan deserve to be on your list of people to call. We mean this as the highest praise because we have had bad experiences with certain large corporate Trustees not caring about estates with small balances.
In our opinion, Austin Trust Company's fee schedule is a bargain for the quality of work you get - and we say this as a child of immigrants from a third world country that still checks their mail for coupons to this day!
Glenn Karisch, Elite Estate Planning, Probate, and Trust Attorney
Austin, Texas
If there were a Mount Rushmore for estate planning attorneys in Texas, in our humble estimation Glenn would be on the short list of people deserving to be memorialized. Not only for his professional expertise but for how much he helps his fellow practitioners. His website says that he is the man other probate attorneys call for advice when they have difficult case. As they say: it isn't bragging if it's true!
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If we are confronted with a case where we lack the knowledge or practical field experience to help you (e.g., cutting edge estate tax prevention plans yet to be tested in court, exceptionally thorny trust issues), we know exactly who we would recommend to you.