Jeffrey N. Myers

Shareholder
817.877.1088
E-mail Jeffrey N. Myers

Bourland, Wall & Wenzel, P.C.
301 Commerce Street, Suite 1500
Fort Worth, Texas 76102

Mr. Myers is a shareholder of the firm and engages in a broad range of estate planning, charitable gift planning and sophisticated transfer tax planning, including utilization of trusts, life insurance, business entities, retirement, beneficiary designation planning, coordination with planning for public charities and private foundations, and coordination with planning for family or closely held businesses. He is active in the Estate Planning and Probate, Tax and Business Planning and Non-Profit Organizations practice areas of the firm. Mr. Myers works with numerous charities and families and closely held businesses within his and the firm’s areas of expertise.

Relevant Experience

• Frequent speaker before the State Bar Association and other professional groups
• Former Adjunct Professor teaching “Legal Analysis”. Dept. of Continuing Education, University of Texas, Arlington
• Authored on subjects within his areas of expertise such as Estate, Gift, Charitable and Wealth Migration Planning
• Co-author of Journal of Tax Practice and Procedure article, “The Charitable Remainder Trust”

Practice Areas

Estate Planning and Probate
Asset Protection Planning
Charitable Gift Planning
Estate Planning
Estate, Gift, and Generation-Skipping Transfer Tax Planning
Family Business Succession Planning
Family Limited Partnerships
Fiduciary Litigation
Fiduciary Representation
Income Tax Planning for Estates and Trusts
IRA Pension Beneficiary Planning
Life Insurance Planning
Probate & Estate Administration
Probate & Trust Litigation
Trust Planning
Wealth Migration Planning
Wills

Business Planning
Business Succession Planning
Family Limited Partnerships

Exempt Organizations

Charitable Gift Planning
Charitable Gift Planning
Testamentary Charitable Gifts, Charitable Gift Annuities
Charitable Trusts

Background & Education

Born in Houston, Texas
B.A. University of Texas in Austin
J.D. California Western School of Law
LL.M in Taxation from University of San Diego

Admissions & Certifications

Admitted: 1992, California
1992, U.S. District Court, Southern District of California
Admitted: 1994, Texas
1994, U.S. District Court, Northern District of Texas
Board Certified: Estate Planning and Probate Law - Texas Board of Legal Specialization

Membership

American Bar Association
State Bar of Texas
State Bar of California
College of the State Bar of Texas
Tarrant County Bar Association
Tarrant County Probate Bar Association
Fort Worth Business and Estate Council
Fellow of the American College of Trust and Estate Counsel