Lewis D. Wall

Shareholder
817.877.1088
E-mail Lewis

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

Business Planning
Business Succession Planning
Family Limited Partnerships

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

Tax Planning
Deferred Compensation Planning
Individual Tax 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