Bryan’s practice focuses on assisting high net worth domestic and international clients on all aspects of estate and trust planning and management, with a particular emphasis on helping families and family offices administer complex family wealth structures.
In addition to tax planning for individuals, Bryan has extensive experience assisting wealthy families create and operate private trust companies and other governance structures in multiple jurisdictions. Throughout the representation of private trust companies, he has worked with state banking regulators and the Internal Revenue Service to help shape the complex rules regarding these fiduciaries. Further, Bryan’s practice includes the representation of multinational clients with cross-border tax and trust planning.
EDUCATION
- University of Houston Law Center, J.D., summa cum laude, 2006
- Houston Law Review: Publishing editor (2005-2006)
- Texas A & M University, B.B.A., cum laude, 2003
PROFESSIONAL HISTORY
- Ytterberg Deery Knull LLP, 2008-Present
- Fulbright & Jaworski LLP, 2006-2008
- Admitted to practice: Texas, 2006
CREDENTIALS & PROFESSIONAL HONORS
- Board Certified in Estate Planning and Probate Law—Texas Board of Legal Specialization
- Chambers High Net Worth, Ranked – Band 2
- Texas Super Lawyer, Estate Planning/Trusts
- Best Lawyers in America, Trusts and Estates
- Member, T-Rep Trust Law Committee
SPEECHES & PUBLICATIONS
- “Purpose Trusts: An Opportunity for Tailored Planning and Governance OR Beneficiaries? We Don’t Need No Stinking Beneficiaries!” State Bar of Texas, Advanced Estate Planning and Probate Drafting, October 2023
- “Private Trust Companies: A Powerful Tool for Family Wealth Stewardship” State Bar of Texas, Advanced Estate Planning Strategies, April 2023
- “Brother, Can you Share a Dime: Advising High Net Worth Families” (panel discussion) State Bar of Texas, Advanced Estate Planning Strategies, April 2023
- “So You Have a PTC, Now What Do You Do? Thoughts on Proper Administration” The 50 Conference, Atlanta, GA, April 25-26, 2022
- “Hot Topics for Families and Family Offices: Trust Decanting, Trust & Family Governance, Planning with Non-Traditional Assets, and More” The 50 Conference – Virtual, July 20-22, 2020
- “Private Trust Companies, Formation, Administration and Lessons Learned” The 50 Conference, Atlanta, GA, April 29-30, 2019
- “Fundamentals of Estate Planning and Probate” Houston Trust Company NextGen Conference
- “Traps for the Unwary in International Planning” (panel discussion) Society of Trust and Estate Practitioners (STEP) Texas Branch
- “Trusts 101: The Basics of Dealing with Trusts and Trustees” Linn Thurber LLP Continuing Education Seminar
PROFESSIONAL & CIVIC INVOLVEMENT
- Society of Trust and Estate Practitioners (STEP)
- Houston Business & Estate Planning Council – Board Member & President
- Camp Aranzazu – Board Secretary and Executive Committee Member (2015-Present)