Our Attorneys

Jolie M. Howard Partner Direct dial: 713-980-7717 Email Jolie jhoward@ydklaw.com V-Card 3555 Timmons Lane
Suite 1000
Houston, TX 77027
Fax : 713-980-7799
Print EXPERIENCE

Jolie's practice is focused on estate planning and family wealth transfer planning.  Jolie has experience in income, gift, estate, and generation-skipping transfer tax matters; tax planning for closely held businesses; estate administration, charitable planning, and tax exempt charitable organization (including private foundations) matters.

Representative Experience

Estate Planning

  • Advising clients with cross-border estate planning, as well as reporting and compliance requirements with respect to foreign trusts and gifts by foreign persons
  • Providing high net worth clients advice on succession planning and related transfer tax issues, and assisting them with implementation of their estate plans
  • Preparing complex tax-driven wills, grantor retained annuity trusts, charitable lead trusts, and life insurance trusts
  • Assisting individuals and families with closely-held businesses, including preparation of formation documents, guidance on compliance issues, and planning for the transfer of ownership and management to future generations

Estate Administration

  • Advising executors on the administration of large and complex estates, including preparation and filling of federal estate tax returns and audits by the Internal Revenue Service

Charitable Organizations

  • Assisting clients with the organization of charitable entities and obtaining tax exempt status
  • Advising private foundations and supporting organizations with respect to federal and state law compliance and governance issues, grant-making, and federal excise taxes
  • Assisting individual donors with implementing their charitable giving objectives, including advice on the structuring of charitable gifts and preparation of grant agreements between the donor and the charitable donee

CREDENTIALS

  • University of Houston Law Center, J.D. magna cum laude, 1999 (Executive Editor, Houston Law Review; Order of the Coif; Order of the Barons)
  • The University of Texas, M.P.A., 1993
  • The University of Texas, B.B.A. Accounting with honors, 1993
  • Admitted to practice: Texas, 1999

PROFESSIONAL MEMBERSHIPS & ACTIVITIES

  • American Bar Association, Real Property, Probate and Trust Law Section,
  • Houston Bar Association, Probate, Trusts and Estates Section
  • The Houston Estate and Financial Forum
  • Houston Wealth Advisory Forum