Mickey R. Davis
Partner
Linda Dankert
713.223.2300 x2773
Mickey R. Davis counsels clients in wealth transfer planning and offers sophisticated strategies for maximizing assets, minimizing taxation and preserving wealth for future generations.
Mr. Davis has more than 20 years of experience in all aspects of estate planning, probate, and estate and trust administration. Clients rely on Mr. Davis for comprehensive design of wills and trusts, impaired judgment documents, pre- and post-marital agreements, and related wealth and estate planning instruments. He has special strength in crafting customized tax-efficient instruments, including bypass trusts, insurance trusts, charitable trusts, private foundations and family limited partnerships. His guidance includes counsel on effective strategies for tax-related charitable giving and retirement benefit distribution planning. As part of his regular handling of probate matters, Mr. Davis provides a full range of services regarding the administration, funding, tax reporting and fiduciary responsibilities associated with estates, trusts and their beneficiaries.
For family-owned businesses, Mr. Davis assists with a wide range of planning issues, from entity formation to business succession planning. He helps business owners achieve personal and business objectives through effective management and tax strategies.
Publications and Speeches
Co-author, Retirement Planning–Tax and Financial Strategies, 2nd ed., Warren, Gorham & Lamont, 2001.
"Post-Mortem Estate Planning," Texas Bankers Association Estate Administration Seminar, 2006.
"Unfunded Bypass Trusts," Texas Bankers Association Estate Administration Seminar.
"Ten Things Estate Planners Need to Know about Income Tax Matters," San Antonio Estate Planners Council Docket Call in Probate Court, 2006.
"Top Ten Issues in Estate and Gift Tax Law," South Texas College of Law Wills and Probate Institute, 2006.
Education
J.D., with high honors, The University of Texas School of Law, 1982
B.B.A., with high distinction, University of Arizona, 1979
Bar Admissions
Texas
Court Admissions
U.S. District Court for the Southern District of Texas
U.S. Tax Court
Certifications
- Texas Board of Legal Specialization, Estate Planning and Probate Law
Affiliations
The American College of Trust and Estate Counsel, Fellow
State Bar of Texas, Real Property, Probate and Trust Law and Taxation Sections
Houston Bar Association, Probate, Trust and Estate and Taxation Sections
College of State Bar of Texas
Texas Academy of Probate and Trust Lawyers
Houston Estate and Financial Forum
Houston Business and Estate Planning Council
Texas Society of Certified Public Accountants, Houston Chapter
American Institute of Certified Public Accountants
Noteworthy
Best Lawyers in America, 2008-2010
Texas Super Lawyers, 2004-2008
Certified Public Accountant, Texas, 1983
University of Houston School of Law, Adjunct Professor teaching Income, 1988
Taxation of Trusts and Estates and Postmortem Estate Planning