Wheelock Elder Law Lawyers

Terry Garrett is a Certified Elder and Special Needs Law Attorney and a Texas Approved Guardianship Attorney. She advises people in Central Texas who are preparing for and enjoying their retirement years and people with special needs and their families. Her clients range from couples who are just starting out and people who want to stay in charge during retirement to families with multinational businesses. Having worked and studied in Asia for many years, she also enjoys advising on transnational planning. Terry Garrett graduated with honors from Cornell University. She was on the Dean's List...

I focus my law practice on estate planning, wills, living trusts, firearms trusts, powers of attorney, living wills, probate and estate administration, trust administration, special needs trusts, disability planning, Medicaid applications and qualification, long-term care planning, elder law, Medicaid crisis planning, charitable planning, estate tax planning, business and corporate planning, business succession and sales, and asset protection. Willi Law Firm proudly serves Central Texas individuals and families in the following counties: Bastrop, Blanco, Burnet, Caldwell, Hays, Lampasas, Lee, Travis, and Williamson, and in the following communities: Austin, Bastrop, Brushy Creek, Buda, Burnet, Cedar Park, Driftwood, Dripping Springs, Elgin, Georgetown,...

David Miller received his Bachelor of Arts degree in Economics and Political Science from Vanderbilt University. He received his Juris Doctor degree from the University of Houston Law Center, where he was a Lex Award recipient. As an associate attorney of Shepherd Smith Edwards & Kantas LTD LLP, Mr. Miller maintains an active securities arbitration and litigation practice. Mr. Miller has successfully represented individual investors, high net worth and institutional investors, corporate executives, regional banks and municipal issuers

Prior to beginning his law practice, Mr. Miller served as an officer in the corporate trust and investment banking groups at major...

I am one of three lawyers in Texas who are Board Certified in Collections and Creditor's Rights Law. I have specialized in collection work for my entire career, including collection by lawsuit, bankruptcy, arbitration, and probate.

I work directly with my clients to provide practical solutions to their legal challenges. I am one of the few attorneys in Montgomery County active in the field of Collaborative Divorce, providing an alternative for parents of young children to get divorced without destroying their relationship with their kids.

An experienced attorney who takes pride in helping clients through a difficult time when they lose one of their loved ones by guiding them through the probate process. Nancy is very knowledgeable in tax law and is skilled in developing estate plans that meet you and your family's needs while providing asset protection and minimizing tax liability. Nancy is one of the few estate planning attorneys who is proficient in international estate planning, counseling clients who own assets outside of the United States, as well as advising the soon to be immigrants in navigating the tax system in...

I have been a lawyer for over 23 years. I first represented the other side of the docket for large corporate clients. I joined this firm over 15 years ago and began my life's work of representing working men and women. I am one of a small percentage of Texas lawyers who is Board Certified as a Personal Injury Trial Lawyer by the Texas Board of Legal Specialization. I am also a past chairman of The Texas State Bar’s Grievance Committee for District 4C. I have been named a Texas Super Lawyer by Texas Monthly Magazine, an honor shared...

Protect yourself and your family with over 40 years of experience in and out of the courtroom. At Steven R. Guy & Associates PLLC, you will get a team dedicated to listening to your needs and achieving your goals. From family law to personal injury law and estate planning, our team is here to help. Steven R. Guy is board-certified in Personal Injury and Civil Trial Law by the Texas Board of Legal Specialization. He has also been recognized as a Civil Trial Advocate by the National Board of Trial Advocacy. Additionally, Martindale-Hubbell has rated him AV for preeminent legal...

Kim Hegwood, born in Bay City, is an Elder Law and Estate Planning Attorney based in Houston, Texas. Kim has been a practicing Attorney since she graduated from South Texas College of Law in 1996 and passed the Bar in 1997. After watching her grandparents struggle to maintain their independence as they grew older, trying to navigate the challenges of aging, and deal with the legal, financial, and emotional challenges that our loved ones face in their golden years, Kim dedicated her career to helping families preserve their dignity and protect their assets. Kim started her own law firm in...

As an experienced elder law attorney, Tom McCulloch provides sound legal advice and counsel for older adults and their families. Tom believes that the maze of aging care and cost challenges can be addressed by proper planning and meeting issues straight on; he believes that planning and advocating for families may help provide more lifestyle choices and care options.

Tom's own story includes the personal journey he faced when planning for care and financial concerns for his own mother following her health crisis. After working with multiple health care providers and various agencies, Tom determined that advocacy for the elderly should...

Before opening a law practice, Grover "Pete" Peters served in the military and then served as a healthcare executive. He now offers legal services in several practice areas including Aviation Law, Business Law, Estate Planning, Personal Injury and more.

Pete is a retired U.S. Army Medical Service Corps officer and a former healthcare executive having served as a COO, CIO, and CEO of various healthcare organizations and systems across the United States. In addition to practicing law, Pete has extensive experience in business development. He regularly consults with providers and medical groups developing freestanding emergency departments and micro hospitals. In...

As an associate attorney of Shepherd Smith Edwards & Kantas LTD LLP, Ryan Cook maintains an active securities arbitration and litigation practice. Mr. Cook has worked on numerous cases dealing with individual investors, high net worth and institutional investors, corporate executives, regional banks and municipal issuers.

Prior to beginning his law practice, Mr. Cook worked in the securities industry as a licensed and registered representative with a large broker/dealer. He received his Juris Doctor (JD) degree from South Texas College of Law, where he earned his degree Summa Cum Laude (with highest honor) as the graduating salutatorian. Mr. Cook...

As a former staff attorney for a Probate Court, I have extensive knowledge of Probate and Guardianship Law. I have 15 plus years of experience mainly in the area of probate, guardianship and estate planning. Probate is a process and I can help guide you through this process. I have also served as a guardian and a probate administrator many times. Therefore, I can bring relevant experience to my representation of clients.

A diverse skill set, the ability to empathize with client's issues, and a dedication to solving problems is the reason Jonathon Storment's clients speak so highly of his services. Jonathon is a tireless advocate for his clients and will fight to ensure that their legal issue is handled with the utmost competence and skill. Jonathon has been a decorated soldier in the U.S. Army, a federal law enforcement officer with the U.S. Treasury Department, an award winning accountant, and a public school administrator. Whatever position he held, he was one of the best in his field. "Some would call it a...

Tyler George’s practice involves representing both individuals and corporate clients in a range of legal matters including, Business Transactions, Estate Planning, Public Finance and Real Estate. Prior to joining Naman Howell, Tyler served as a Judge Advocate in the United States Air Force, representing the Air Force in civil and criminal matters.

Originally from Provo, Utah, Randall Perrier has practiced law in Texas since 2002. Mr. Perrier earned his law degree from the University of Idaho School of Law and furthered his legal education at New York University School of Law, where he obtained a post-law degree in taxation. Upon graduating from NYU, Mr. Perrier was recruited by Baker Botts, LLP to work for their Houston office in the Business and Estate Planning group (renamed the Private Clients group). Mr. Perrier is certified by the State Bar of Texas in Estate Planning and Probate Law.

Mr. Perrier left Baker Botts, LLP...

Garrett L. Beach graduated magna cum laude from Abilene Christian University in 2013 with a Bachelor of Arts degree in Political Science and a minor in Psychology. In 2016, Garrett graduated from Baylor Law School, where he earned his Juris Doctor with a concentration in estate planning. Garrett is an accomplished attorney whose commitment to his clients is unwavering. He takes pride in investing the time and effort required to understand each of his client’s unique needs and goals. With a compassionate and personalized approach, Garrett ensures that his clients receive tailored advice and guidance every step of the way. After...

Expert legal and strategic advice for probate, wills, trusts, estate planning, guardianship, and elder law by one of only 2 Georgetown and 6 Williamson County attorneys who are board certified by the Texas Board of Legal Specialization in Estate Planning & Probate.

Specific types of matters include advice, drafting, review, and representation regarding wills, revocable trusts, living trusts, irrevocable trusts, dynasty trusts, IRA and retirement trusts, probate administration, trust administration, powers of attorney, living wills, guardianship, elder law, and asset protection planning with series LLCs. Georgetown, Williamson County, Texas attorney with degrees from The University of Texas law school...

Mrs. Freed has been practicing in the areas of Estate planning and Administration for over 8 years. Estate planning may include Wills, Trusts, Asset protection, special needs trusts and tax planning related to IRAs, 401Ks and other tax deferred plans. Estate Administration may include Probate, Heirship determination, family settlement agreements, and federal estate tax return preparation.

Karen’s practice area focuses on estate planning, contested and uncontested probate, guardianship, and fiduciary litigation. She attended and graduated from Baylor University School of Law with a concentration in Estate Planning. Her attention to detail and responsiveness sets her apart from other probate attorneys.

The attorneys and staff of The Joyal Law Firm, PLLC use their honed legal skills to ensure our clients are treated with the respect and dignity they deserve. While our clients benefit from the extensive experience and skills of our attorneys and staff, we understand it takes more than legal know-how to get the results they need - Common Sense, Excellent Communication Skills, and an Earnest Desire for Just Results are critical aspects of serving our client's needs. Call us today to discuss your concerns and legal matters with Edward or Leslie - We are always happy to...

Focus on providing expert legal and strategic advice to and representation of clients in the areas of estate planning, probate, and elder law. Specific types of matters include advice, drafting, review, and representation regarding wills, revocable or living trusts, dynasty trusts, IRA and retirement trusts, probate administration, powers of attorney, living wills, guardianship, and elder law. Georgetown, Williamson County, Texas attorney with University of Texas law school degree.

After law school, Sydni desired to work in an area of law where she could help make a difference, where compassion and understanding is an essential part of the practice. Sydni specializes in estate planning, probate administration, incapacity issues, and guardianship. She enjoys the one on one interaction necessary in this area of law and getting to know clients on a personal level.

Jim Rodman is a Board Certified Personal Injury Trial lawyer located in Austin, Texas. Jim Rodman was originally licensed in Texas in 1986. He received his Board Certification in Personal Injury Trial Law from the Texas Board of Legal Specialization in 1994.

Jim was born and raised in Odessa, Texas. He graduated from Permian high School in 1978 and attended the University of Texas at Austin where he received his BBA in Petroleum Land Management in 1983. Following undergraduate school Jim attended the University of Texas Law School, graduating in 1986. After law school he joined the United States Marine Corps...

I have had two careers: one in law and one in academia. I am now practicing law part-time in Dallas, Texas. My legal background is varied, covering most aspects of the general law practice: business transactions and related work, including banking, taxation, contracts, corporate planning and finance; joint ventures and partnerships; mergers and acquisitions; oil and gas; litigation; financial services; debt collection; mortgages; secured transactions; bankruptcy; debt collection; law related to churches and nonprofit organizations; social security disability; and real estate. Over time, I have represented more than 100 nonprofit organizations. I also have extensive estate planning and probate experience and was previously certified by the State...

Choice of business entity formation, Asset acquisition, segregation & protection. Real Estate Investing (REI); Serve individuals/families and business owners in regards to implementing legal entities and strategies in order to segregate their assets to prevent bogus lawsuits. Coordination with a proper estate plan in order to plan for business succession or incapacity. (Establish Special Needs Trusts-SNT and Qualified Income Trusts-QIT); Texas Property Owners. POA/COA Association Management. Property Tax Appraisal Protests, Seek to appeal an Appraisal Review Board Order to State Court pursuant to Texas Property Tax Code; Civil litigation, both prosecution and defense of disputed claims.

Rand is the principal attorney at Zumwalt Law Group. After heading the bankruptcy and general counsel departments of two medium-sized Texas law firms, Rand decided to open his own law firm, merging the best aspects of both firms with his own strong personal ethics and creative legal mindset. Through Zumwalt Law Group, Rand strives to elevate personal service while taking care of foundational legal issues in a client-focused professional manner. Rand's areas of practice include business litigation, contract law, mergers & acquisitions, copyright and tax law, and legal issues relating to startups and nonprofit formation. Helping Austin startups...

Arthur Lee "Lance" McLain is a Graduate of Texas Christian University and South Texas College of Law. He focuses on Elder Law, Estate Planning, and Probate matters in Houston, Texas.