Our Attorneys

Jolie M. Howard Partner Direct dial: 713-980-7717 Email Jolie jhoward@ydklaw.com V-Card 3737 Buffalo Speedway
Suite 1500
Houston, TX 77098-3738
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; succession planning for closely held businesses; estate administration, charitable planning, and advising private tax exempt charitable organizations including private foundations.

Representative Experience

Estate Planning

  • Advising high net worth clients 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, audits by the Internal Revenue Service, and funding of bequests

Charitable Organizations and Planning

  • 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 bequests and preparation of gift 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 at Austin, M.P.A., 1993
  • The University of Texas at Austin, 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
  • Houston Estate and Financial Forum
  • Houston Wealth Advisory Forum