AVOIDING UNINTENDED ESTATE PLANNING Tax Section. Friday, June 19, :30 p.m. 4:30 p.m.

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1 AVOIDING UNINTENDED ESTATE PLANNING Tax Section Michelle Rosenblatt Richards Rodriguez & Skeith Austin John Hunter The Blum Firm, PC Dallas Ivan Ramirez Law Office of Ramirez and Parenti San Antonio Friday, June 19, :30 p.m. 4:30 p.m.

2 Michelle Rosenblatt Richards, Rodriguez & Skeith, LLP Michelle Rosenblatt represents individuals, families, and family offices to achieve their tax, estate, and business planning goals. Michelle is well versed in sophisticated estate, gift, and generationskipping transfer tax planning techniques, using the many variations of grantor trusts (including sales and other transactions involving such trusts), family limited partnerships, and family limited liability companies. Michelle also designs and implements foreign and domestic asset protection structures. In short, Michelle works with her clients to educate them and craft practical, yet comprehensive solutions to their issues.

3 John R. Hunter The Blum Firm John R. Hunter, partner with The Blum Firm, P.C. with law offices in Fort Worth, Dallas, Houston, and Austin, specializes in the areas of estate planning and probate, asset protection planning, planning for closely-held businesses, tax planning, tax controversy, and charitable planning. Mr. Hunter is an attorney and certified public accountant and is Board Certified by the Texas Board of Legal Specialization in Tax Law. He received his undergraduate degree in Economics cum laude and his Master s Degree in Accounting from Rice University. Mr. Hunter received his law degree cum laude from The University of Houston Law Center. Mr. Hunter has practiced in both the private sector and with the government, where he represented the Commissioner of Internal Revenue before the United States Tax Court. He is a frequent speaker on estate planning and tax topics. Mr. Hunter is consistently voted a Texas Super Lawyer ( ) by Thomson Reuters an honor given to only five percent of all attorneys in the state, and Fort Worth, Texas magazine has recognized him as one of Tarrant County s Top Attorneys in both Tax Law ( ) and Probate, Estates, and Trusts ( ). Mr. Hunter was also honored as Professional of the Year for 2009 by the Community Foundation of North Texas. Mr. Hunter and his wife, Carmen, live in Fort Worth with their three children.

4 Ivan Ramirez Law Offices of Ramirez and Parenti, PLLC Ivan Ramirez is a Laredo, Texas native who has been licensed by the State Bar of Texas since After graduating with honors from St. Mary s University School of Law, he has operated his own law firm in the San Antonio area, currently as the managing partner of the Law Office of Ramirez & Parenti, PLLC. Ivan s primary practice areas include business planning (entity formation, contracts, and other agreements), estate planning (trusts, federal estate and gift tax planning, asset protection, family limited liability companies, non-resident planning), and related estate administration (probate and trusts). Ivan is a member of WealthCounsel (a national organization of estate planning attorneys), Karnes County Bar Association (Director), and the Mexican American Bar Association. Ivan has been recognized as a Rising Star in Estate Planning by Texas SUPERLAWYERS in 2014 and Since 2008, Ivan has spoken at numerous seminars for business owners in San Antonio, Eagle Pass, Laredo, and Monterrey, Mexico in both English and Spanish. The seminar topics included business entity planning, asset protection planning, planning for non-residents, and estate planning with trusts. In addition, Ivan has been a guest speaker with local San Antonio chambers such as AEM (Asociación de Empresarios Mexicanos), Greater San Antonio Chamber of Commerce, San Antonio Women s Council of Realtors, Rotary Clubs, SCORE, and other organizations. As an active member in the local legal community, Ivan has presented at numerous continuing legal education (CLE) conferences for attorneys in Laredo, Austin, Karnes City, and San Antonio, including the San Antonio Black Lawyers Association, Mexican American Bar Association (San Antonio Chapter), Texas Forum of WealthCounsel members, Karnes County Bar Association, The Hispanic Issues Section of the State Bar of Texas, Mexican American Bar Association of Texas, and the Laredo-Webb County Bar Association. CLE topics were focused on TEXAS BUSINESS ENTITIES, TEXAS BUSINESS ENTITY LEGISLATIVE UPDATE, TRUST BASED ESTATE PLANNING, FEDERAL ESTATE, GENERATION SKIPPING, AND GIFT TAX STRATEGIES with a 2013 tax law update, ESTATE PLANNING 101: WILLS VS. TRUSTS, and FEDERAL GIFT AND ESTATE TAX PLANNING FOR NON-RESIDENTS.

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