LEWIS D. WALL III

Shareholder
817.877.1088
lwall@bwwlaw.com

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

Mr. Wall is a shareholder of the firm and engages in a broad range of estate planning and wealth transfer planning for individuals and families, including business succession planning. He has practiced law since 1975 and has been a part of the firm from its inception in 1983. Mr. Wall has developed a recognized expertise in sophisticated estate planning with IRAs and qualified plan benefits. He represents numerous professionals, family and closely held businesses within his and the firm's areas of expertise including gift and estate planning, employee benefit planning, personal and business planning for family businesses and professions, with an emphasis on tax law.

Relevant Experience

• Frequent speaker before the State Bar Association and other professional groups
• Authored on subjects within his areas of expertise, including: Beneficiary Designation Planning on Qualified Plans and IRAs; Charitable Gift Planning with IRAs; Estate Administration; General Estate Planning; and Ethical Considerations In Estate Planning and Estate Settlement
• Author of the seminar article, "Philanthropic Estate Planning With Retirement Plan Benefits"
• Author of the seminar article, "Beneficiary Designations For Retirement Benefits - A Practical Approach"

Practice Areas

Estate Planning & Probate
Charitable Gift Planning
Estate Planning
Fiduciary Representation
Wills & Trusts
Family Limited Partnerships
Probate
Tax Planning

Nonprofit Organizations
Charitable Gift Planning
Religious Organizations
Charitable Entity

Employment Law
Deferred Compensation and Employee
    Benefit Planning

Background & Education

Born in Fort Worth, Texas

B.B.A. University of Texas

J.D. St. Mary's University

LL.M. in Taxation, New York University

Admissions & Certifications

Admitted: 1975, Texas

1977, U.S. District Court, Northern District of Texas

1987, U.S. Tax Court

Board Certified: Tax Law - Texas Board of Legal Specialization

Membership

State Bar of Texas (Member: Tax and Estate Planning Section, Employee

Benefits Section, Real Property Section, Probate and Trust Law Section)

Tarrant County Bar Association (Member: Tax and Estate Planning Section, Probate Section)

Tarrant County Probate Bar Association