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I. PROFESSIONAL RESUME
Senior Tax Counsel, Office of General Counsel, University of Texas System, 2007 to present.
Senior Partner (Retired), Fulbright & Jaworski L.L.P., Houston, Texas. Member of Tax Department. September 19, 1966, to December 31, 2005. Partner since June 1, 1975.
U.S. Army Judge Advocate General Corps, Captain, 1963-1966.
EDUCATION
B.B.A., Loyola University, New Orleans (1961 Magna Cum Laude), Ranking: First in Business Class
J.D., Loyola University, New Orleans (1963 Cum Laude), Ranking: First in Law Class,
Editor-in-chief Loyola Law Review, member national moot court team
LL.M., Georgetown University, Washington, D.C. (1966)
LEGAL SPECIALTIES
EMPLOYEE BENEFITS
PROBATE
ESTATE PLANNING TAX:
Employee Benefits – experience with welfare and pension plans with particular expertise in voluntary employee benefit associations, flexible benefit plans, COBRA requirements, split dollar life insurance contracts, qualified and nonqualified deferred compensation, rabbi and secular trusts and life insurance in retirement planning.
Estate Planning and Probate – experience in preparation of wills, powers of attorney, management trusts, life insurance trusts; preparation of federal estate, gift and generation-skipping tax returns; handling guardianships and probate matters including independent and dependent administrations with particular expertise in life insurance in estate planning.
PROFESSIONAL ORGANIZATIONS
ABA Section Advisor, drafting committee on Insurable Interests Relating to Trusts Act, National Conference of Commissioners on Uniform State Laws, 2007-present.
American Bar Association – member of Sections of Taxation and of Real Property, Probate and Trust Law; past Chairman of Committee of Significant Current Literature, Probate and Trust Law Division; past Vice Chairman of Insurance Committee, Probate and Trust Law Division.
Federal Bar Association – past President, Houston Chapter; past National Deputy Chairman, Younger Lawyers’ Committee; past member of National Council.
State Bar of Texas – Certified Specialist in Estate Planning and Probate Law by the Texas Board of Legal Specialization; member of Sections of Taxation and of Real Estate, Probate and Trust Law; past Probate Editor of Newsletter of Real Estate, Probate and Trust Law Section.
Fellow, American College of Trust and Estate Counsel – Past Chairman, Life Insurance Subcommittee of Estate and Gift Tax Committee.
Fellow, American College of Tax Counsel
Louisiana State Bar Association
Houston Bar Association – member and former Director of Probate, Trust and Estate Section.
Central Texas Estate Planning Council
Delta Theta Phi Law Fraternity, past Treasurer and Vice-Dean Houston Alumni Chapter
Former legal counsel for Houston Junior Chamber of Commerce.
College of the State Bar of Texas
Who’s Who in American Law
Texas Super Lawyers 2003, 2004 and 2005 Texas Monthly Magazine
Advisory Committee, Heckerling Institute on Estate Planning, University of Miami Law School
SPEAKING ENGAGEMENTS
Nationally recognized speaker on income, estate, gift and generation-skipping tax subjects before many organizations and institutes, including:
Tax Institutes:
Alabama Federal Tax Clinic
American Association of Attorneys – Certified Public Accounts, Annual Meeting
American Institute on Federal Taxation
Conference of Consulting Actuaries, Annual Meeting
Corpus Christi Estate Planning Council, Annual Estate Planning Seminar
Great Plains Federal Tax Institute
Hawaii Institute for Continuing Legal Education, Annual Financial and Estate Planning Seminar
International Association of Financial Planning, Conference on Advanced Planning
Loyola University Estate Planning Conference
Maryland Institute for Continuing Professional Education, Advanced Tax Institute
Mississippi Tax Institute
Northwest Tax Institute
Notre Dame Estate Planning Institute
Philip E. Heckerling Institute on Estate Planning, University of Miami
SMU Estate Planning Symposium
Southern Federal Tax Institute
South Texas College of Law, Estate Planning Conference
Southwestern Legal Foundation, Institute on Wills and Probate
Texas Society of CPA, Annual Tax Institute
Tulane Tax Institute
University of Texas Taxation Conference
Bar Associations:
ALI-ABA Seminar on Tax Reform Act of 1984
American College of Trust and Estate Counse, Annual meetings
Association of the Bar of the City of New York
Brazoria County Texas Bar Association
Dallas Bar Association, Probate, Trust and Estate Section,
Houston Chapter, Federal Bar Associations
Houston Bar Association, Continuing Legal Education Institute
Houston Bar Association, Probate, Trust and Estate Section
Houston Bar Association, Tax Section
Institute of Continuing Legal Education, Michigan Bar Association
International Estate Planning Council, Houston Chapter
Minnesota Bar Association, Annual Probate and Trust Law Conference
Real Property, Probate and Trust Law Section, American Bar Association, Annual and Spring Meetings
Section of Taxation, American Bar Association, Winter and Spring meetings
State Bar of Texas Advanced Estate Planning Strategies Seminar
State Bar of Texas, Advanced Drafting, Estate Planning and Probate Conference
State Bar of Texas, Advanced Tax Course
State Bar of Texas, Advance Estate Planning Strategies Seminar
State Bar of Texas, Charitable Giving Institute
Washington State Bar and Estate Planning Council of Seattle, Estate Planning Seminar
Other Professional Groups:
Aetna Life Insurance Company, Advanced Sales Seminar
Alexander Hamilton Life Insurance Company, Super Summit
American General Financial Group
Amerus Life Insurance Group, Pinnacle Forum
Association for Advanced Life Underwriting (AALU) annual meetings
Atlanta Chapter CLU
AXA Advisor Symposium
BISYS Annual Meeting
Chubb Life Companies, Seminar for Valued Producers
Dallas Chapter of CLU & ChFC
Equitable Life Insurance Company Education Institute
General American Life Insurance Company, Top Gun Conference
Houston Association of Insurance and Financial Advisors
Houston Association of Life Underwriters
Houston Chapter of CLU
Houston General Agents and Managers Association, Annual Estate Planning Seminar
Kansas Society of CPAs, Annual Tax Conference
LIMRA International Advanced Sales Forum
Madison Group
Massachusetts Mutual Life Insurance Company, Blue Chip Conference
M Financial Group
Million Dollar Round Table
National Conference of CPA Practitioners, Houston Chapter
National Financial Partners
Nautilus Group
President’s Council and Chairman’s Council, New York Life Insurance Company
New York Life Insurance Company, President's Council and Chairman's Council
Prudential Financial Service
Security Life of Denver, Advanced Marketing Forum
Society of Financial Service Professionals, annual meeting, institutes and video conference
Society of Financial Service Professionals, Houston Chapter
Texas Leaders Round Table
Texas Society of CPAs, Dallas Chapter
Texas Society of CPAs, Houston Chapter
Texas Society of CPAs, Advanced Estate Planning Conference
Todd Organizations, Semi-Annual Meeting
Wichita, Kansas, CLU Chapter
Estate Planning Councils:
Amarillo Texas Estate Planning Council
Austin Estate Planning Council
Baltimore Estate Planning Council
Beaumont Texas Estate Planning Council
Brazos Valley Texas Estate Planning Council
Central Arizona Estate Planning Council
Central Texas Estate Planning Council
Chattanooga Tax Practitioners
Cincinnati Estate Planning Council
Dallas Estate Planning Council
Fort Worth Business and Estate Council
Houston Business and Estate Planning Council
Houston Estate and Financial Forum
New Orleans Estate Planning Council
Jefferson County Texas Estate Planning Council
North Texas Estate Planning Council
Philadelphia Estate Planning Council
Red River Valley Estate Planning Council
Southeast Texas Estate Planning Council
Southern Arizona Estate Planning Council
San Angelo Texas Estate Planning Council
Southern Nevada Estate Planning Council
San Antonio Estate Planners Council
South Plains Trust and Estate Council, Lubbock, Texas
St. Louis Estate Planning Council
Victoria Texas Estate Planning Council
Waco Texas Estate Planning Council
II. CIVIC
Eagle Scout 
Regional Finalist, 1972 White House Fellows Competition
Outstanding Young Men of America, 1972 and 1975
Outstanding Young Texans, 1976
President, Congressman Bill Archer’s High School Student Intern Foundation (1971 – 2001)
Director, Texas Bill of Rights Foundation, 1975-1977
Houston Jaycees, Director and Legal Counsel (1969-1971)
President’s Council, Loyola University, New Orleans (1979-1989)
Boy Scouts of America, Scoutmaster Troop 673 (1977-1978); Assistant Scoutmaster Troop 673 (1976-1977, 1978-1979) and Troop 852 (1990); Cubmaster Pack 558 (1984-1985); Committee Chairman Pack 558 (1983-1984) and Troop 852 (1986-1988); Chairman of Sam Houston Area Council Delegation for report to Governor (1977)
Chairman, City of Houston Ethics Committee (1989-1991)
American Cancer Society, Greater Houston Unit Director (1969-1975, 1977-1979), Legacies Chairman (1973, 1978), Memorial Chairman (1974), Downtown Crusade Chairman (1968); Member Texas Planned Giving Committee (1977-1978); Member Texas Legacy and Memorial Committee (1974-1977)
St. Agnes Academy of Houston, Advisory Director (1975-1978) and member of Finance Committee
Spring Shadows Civic Association, Director (1970-1972)
Member, Mayor’s Advisory Committee on Houston Mass Transportation (1972-1973)
Member, Board of Adjustment, Hedwig Village (1980-1983)
Serra International, President of the Serra Club of Houston (1984-1985)
St. Michael Catholic Church, Lector (1995-present)
Member, Planned Giving Committee, Roman Catholic Diocese of Galveston-Houston (2000-present)
Chairman, General Provisions Committee, Houston Citizens Advisory Committee to the Texas Constitutional Revision Commission, 1973
Board of Directors, Swedish Club of Houston (2002-2004)
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