Shaun is an associate in the firms’ Estate Planning and Probate Section. He is licensed to practice in the State of Texas and State of New Mexico as well as the United States District and Bankruptcy Courts for the Western District of Texas.

Areas of Concentration

Probate, Estate and Trust Administration

A significant portion of Shaun’s practice is dedicated to advising both fiduciaries and beneficiaries relating to the probate of estates of decedents. This includes supporting surviving spouses regarding their statutory rights and advising fiduciaries, executors, administrators, and trustees, regarding the disposition of decedents’ estates in both contested and uncontested matters.

In addition to original probate proceedings in Texas and New Mexico, Shaun also handles ancillary probates of non-resident decedents who owned property in Texas or New Mexico.

Fiduciary Litigation

Shaun began his career in the firm’s litigation section. As such, Shaun is utilized as a resource and often works on various trust, estate and fiduciary litigation. He is practiced at working collaboratively with litigation attorneys and tax professionals to explain the availability and possible effects of legal disputes pertaining to trusts and estates.

Estate Planning

Shaun devotes a portion of his practice to creating and implementing estate plans that accomplish key objectives regarding the disposition of an individual’s estate, while working to preserve the estate through maximization of credits and exemptions under federal estate and gift taxes.

In addition to planning for the distribution of assets, as an integral part of planning, a portion of Shaun’s practice involves assisting clients with making decisions related to their care and the management of their property in a period of incapacity before the need arises, including: Directives to Physicians (Living Wills), Medical Powers of Attorney, Statutory Durable Powers of Attorney and Living Trusts. Additionally, Shaun advises clients about the option of pre-need guardian designations.

Asset Protection

Shaun’s practice also includes assisting clients with lawful asset protection techniques, including pre-marital and marital property agreements, transmutation agreements, separate property trusts and entities, including family limited partnerships.