News

November 2011

Elizabeth Schurig presents at the New York Life Advisor Symposium: Issues of Interest to Advisors Today, "Asset Protection in the Estate Planning Context," (Webinar; November 30, 2011)

Amy Jetel presents at the First Annual Washington Society of Certified Public Accountants Pacific Tax Institute, "An In-depth Look at the FBAR," (Seattle, Washington; November 7-9, 2011)
| additional information | register online |

Elizabeth Schurig co-presents at the Indiana Continuing Legal Education Forum, "Asset Protection Trust Options" and "Drafting Asset Protection Trusts," (Indianapolis, Indiana; November 2, 2011) | additional information |

October 2011

Elizabeth Schurig presents at the at the 2011 Chartered Private Wealth Advisor Program, sponsored by a partnership of the University of Chicago Graduate School of Business and the Investment Management Consultants Association, "The Tools of Domestic and International Asset Protection," (Chicago, Illinois; October 20, 2011) | additional information|

Elizabeth Schurig presents a webinar through the New York Life Insurance Company University Network, "The Tools of Domestic and International Asset Protection," (Webinar; October 26, 2011)
| additional information |

Amy Jetel is featured in the Texas Rising Star Edition for 2011 by Texas Monthly and Law and Politics magazines. Rising Stars represent the top 2.5% of up-and-coming lawyers in the State of Texas

Elizabeth Schurig, Carolyn Beckett, and Steven Tackett are named Texas Super Lawyers by Texas Monthly and Law and Politics magazines. Texas Super Lawyers represent the top 5% of lawyers in the State of Texas. Each attorney is featured in the Texas Super Lawyers Edition as Texas Super Lawyers in the October issue of Texas Monthly magazine | additional information |

September 2011

Elizabeth Schurig, Carolyn Beckett, and Steven Tackett are listed in The Best Lawyers in America and are featured in a special section of American Lawyer magazine (published December 2011)

July 2011

John Strohmeyer publishes "Swimming Against The Stream - Advising Clients on Their IRA Options," in the July/August issue of Probate & Property | article |

Elizabeth Schurig presents at the AICPA Advanced Estate Planning Conference, "Overview of International Estate Planning Issues Affecting U.S. Persons and Non-U.S. Persons with U.S. Sitused Assets" and "The Tools of Domestic and International Asset Protection," (Boston, Massachusetts; July 18-20, 2011)
| additional information | register online |

Elizabeth Schurig presents at the ALI-ABA 20th Annual Advanced Course of Study, Estate Planning for the Family Business Owner, "Asset Protection Planning in the Estate Planning Context," (Boston, Massachusetts; July 6-8, 2011)

May 2011

Elizabeth Schurig presents at the Kansas City Estate Planning Symposium, "Adding Protective Measures to Commonly Utilized Estate and Business Planning Vehicles," (Kansas City, Missouri; May 6, 2011) | additional information |

Elizabeth Schurig presents at the 2011 AICPA Conference on Tax Strategies for the High-Income Individual, "The Tools of Domestic and International Asset Protection," (Las Vegas, Nevada; May 5, 2011) | additional information | register online |

March 2011

Elizabeth Schurig presents at the ALI-ABA Advanced Estate Planning Techniques Course, "The Old Grey Mule Ain't What He Used to Be - Can Decanting Turn that Mule Into a Racehouse?," (San Francisco, California; March 24-25, 2011)
| additional information |

Amy Jetel is featured in the Texas Rising Star Edition for 2011 by Texas Monthly and Law and Politics magazines. Rising Stars represent the top 2.5% of up-and-coming lawyers in the State of Texas

November 2010

Elizabeth Schurig presents at the Investment Management Consultants Association's Advanced Wealth Management Conference, "The Tools of Domestic and International Asset Protection," (San Francisco, California; November 8, 2010) | additional information |

Elizabeth Schurig presents at the Maryland Association of CPAs Advanced Tax Institute, "Overview of International Estate Planning Issues Affecting U.S. Persons or Non-U.S. Persons with U.S. Sitused Assets," (Baltimore, Maryland; November 3, 2010)

October 2010

Elizabeth Schurig is quoted by Anne Tergesen in The Wallstreet Journal's online article, "Last Chance to Foil a Gift Tax," (October 30, 2010) | article |

Elizabeth Schurig presents at the 32nd Annual Duke University Estate Planning Conference, "The Background, Tools, and Structures of Domestic and International Asset Protection," (Durham, North Carolina; October 14-15, 2010)
| additional information |

Amy Jetel is featured in the Texas Rising Star Edition for 2010 by Texas Monthly and Law and Politics magazines. Rising Stars represent the top 2.5% of up-and-coming lawyers in the State of Texas

Elizabeth Schurig, Carolyn Beckett, and Steven Tackett are named Texas Super Lawyers by Texas Monthly and Law and Politics magazines. Texas Super Lawyers represent the top 5% of lawyers in the State of Texas. Each attorney is featured in the Texas Super Lawyers Edition as Texas Super Lawyers in the October issue of Texas Monthly magazine

September 2010

Elizabeth Schurig presents at the at the Chartered Private Wealth Advisor Program, sponsored by a partnership of the University of Chicago Graduate School of Business and the Investment Management Consultants Association, "The Tools of Domestic and International Asset Protection," (Chicago, Illinois; September 20, 2010)

Elizabeth Schurig, Carolyn Beckett, and Steven Tackett are listed in The Best Lawyers in America and are featured in a special section of American Lawyer magazine (published December 2010)

August 2010

Amy Jetel presents at the Investment Management Consultants Association's Brighter Advisors Seminar, "The Tools of Domestic and International Asset Protection," (Dallas, Texas; August 16, 2010) | additional information |

Amy Jetel presents at the 2010 Morgan Stanley Smith Barney Advanced Institute, "The Tools of Domestic and International Asset Protection," (Chicago, Illinois; August 11, 2010)

July 2010

Elizabeth Schurig and Amy Jetel present at the AICPA Advanced Estate Planning Conference, "U.S. Tax and Information Reporting for Foreign Trust and Entity Structures" and "New and Proposed Legislative Changes Affecting Taxation and Reporting of Foreign Income, Assets, Trusts, and Entities," (Washington, D.C.; July 27-28, 2010) | additional information |

Elizabeth Schurig presents at the 2010 Morgan Stanley Smith Barney Mastery Institute, "The Tools of Domestic and International Asset Protection," (Huntington Beach, California; July 22, 2010)

Carolyn Beckett is named in the Corporate Counsel Edition of Super Lawyers by Law and Politics magazine. Each attorney is featured in a special issue distributed to more than 20,000 Corporate Counsel and 5,000 CEOs of the top private and publicly held companies in the country.

Elizabeth Schurig presents at the ALI-ABA Estate Planning for the Family Business Owner Conference, "Estate Planning Aspects of Asset Protection Planning," (Chicago, Illinois; July 7-9, 2010)

June 2010

Amy Jetel presents at the 2010 Morgan Stanley Smith Barney Advanced Institute, "The Tools of Domestic and International Asset Protection," (Orlando, Florida; June 10, 2010)

Steve Tackett presents at the Annual Advanced Estate Planning & Probate Course, State Bar of Texas, “IRS Procedures For Examinations, Appeals, and Trials – Looking Back From the Outside,” (San Antonio, Texas; June 23-25, 2010)
| additional information |

May 2010

Elizabeth Schurig presents at the 2010 Morgan Stanley Smith Barney Advanced Institute, "The Tools of Domestic and International Asset Protection," (Orlando, Florida; May 12, 2010)

April 2010

Elizabeth Schurig interviewed by Joe Price for the Kansas City Estate Planning Symposium | transcript of interview |

Amy Jetel presents at the 2010 Morgan Stanley Smith Barney Advanced Institute, "The Tools of Domestic and International Asset Protection," (Orlando, Florida; April 29, 2010)

Elizabeth Schurig presents at the 29th Annual Kansas City Estate Planning Symposium, “Asset Protection: Background, Tools, and Structures with Special Emphasis on the Missouri and Kansas Statutes,” (Overland Park, Kansas; April 29 – 30, 2010) | agenda |

March 2010

Elizabeth Schurig presents at the 2010 Morgan Stanley Smith Barney Advanced Institute, "The Tools of Domestic and International Asset Protection," (Phoenix, Arizona; March 25, 2010)

Elizabeth Schurig and Amy Jetel are accepted into the Society of Trust and Estate Practitioners (STEP). STEP's international membership consists of the most experienced and senior practitioners in the field of trusts and estates.

Elizabeth Schurig presents at the Chartered Private Wealth Advisor Program, sponsored by a partnership of the University of Chicago Graduate School of Business and the Investment Management Consultants Association, "The Tools of Domestic and International Asset Protection - A Practical Study," (Chicago, Illinois; March 9, 2010)

December 2009

Steve Tackett is a panelist at the Stanley M. Johanson's 2009 Estate Planning Workshop (Austin, Texas; December 11, 2009)
| additional information |

November 2009

Elizabeth Schurig is named in Worth magazine's Top 100 Attorneys List

October 2009

Donna Morgan joins the Austin Chapter of the Association of Legal Administrators (ALA) | ALA's website |

Elizabeth Schurig and Amy Jetel are asked to edit the chapter, "Foreign Trusts," in the PPC's 1041 Deskbook published by Thomson Reuters (updated annually).

Amy Jetel is featured in the Texas Rising Star Edition for 2009 by Texas Monthly and Law and Politics magazines. Rising Stars represent the top 2.5% of up-and-coming lawyers in the State of Texas

September 2009

Elizabeth Schurig, Carolyn Beckett, and Steven Tackett are listed in The Best Lawyers in America and are featured in a special section of American Lawyer magazine (published December 2009)

August 2009

Elizabeth Schurig appointed as Co-Chair of the Asset Protection Planning Committee for the 2009-2010 bar year by the American Bar Association, Probate and Trust Division for the Section of Real Property, Probate and Trust Law

July 2009

Elizabeth Schurig presents at the ALI-ABA Estate Planning for the Family Business Owner Course, "Asset Protection for the Family Business Owner," (Santa Fe, New Mexico; July 22-24, 2009) | additional information |

Elizabeth Schurig, Amy Jetel, and Michelle Rosenblatt publish "Federal Attempts to Close Offshore Tax 'Loopholes' -- Necessity or Nuisance?" in IMCA's July/August edition of Investments and Wealth Monitor | article |

Elizabeth Schurig presents at the AICPA Advanced Estate Planning Conference, "U.S. Tax and Information Reporting for Foreign Trust and Entity Structures," and "Overview of International Estate Planning Issues Affecting U.S. Persons or Non-U.S. Persons with U.S. Sitused Assets," (San Diego, California; July 20-22, 2009)

Elizabeth Schurig presents at the North Carolina Bar Association's 30th Annual Estate Planning and Fiduciary Law Program, "The Tools of Domestic and International Asset Protection, A Practical Study," (Kiawah Island, South Carolina; July 16-17, 2009) | additional information |

June 2009

Steve Tackett presents at the State Bar of Texas 31st Annual Advanced Estate Planning & Probate Course, "Examinations of Federal Estate Tax Returns and Appeals," (San Antonio, Texas; June 6-8, 2007)

May 2009

Elizabeth Schurig presents at the 2009 Kansas City Estate Planning Symposium, "Sophisticated Asset Protection Tools and Techniques Including Offshore Trusts," (Kansas City, Missouri; May 14-15, 2009) | additional information |

Amy Jetel presents at the Central Arizona Estate Planning Council, “The Tools of Domestic and International Asset Protection” (Scottsdale, Arizona; May 4, 2009)

April 2009
Amy Jetel publishes “What’s a Fideicomiso?” in the April issue of Trusts and Estates | article |

Amy Jetel is featured in the article, “Growing Up in the Navy,” in the 2009 Rising Stars publication through Texas Monthly and Law and Politics magazines | article |

March 2009

February 2009

Elizabeth Schurig, Amy Jetel, Carolyn Beckett, and Steve Tackett are pleased to announce that they have formed the law firm of Schurig, Jetel, Beckett & Tackett. | additional information |

SJBT welcomes Amy Jetel as a partner of the firm

SJBT welcomes Michelle Rosenblatt as a new associate attorney of the firm. Prior to joining the firm, Ms. Rosenblatt was an associate at Goodson, Wachtel & Petrulis, APC and the Associate Director of Gift Planning in the Office of Gift Planning at The University of Texas at Austin

November 2008

Elizabeth Schurig is named in Worth magazine's Top 100 Attorneys List published in the December/January issue of Worth magazine. She is being recognized for her "outstanding expertise, insight, trustworthiness and commitment to her client's needs."

Elizabeth Schurig is named in the Corporate Counsel Edition of Super Lawyers by Law and Politics magazine. Each attorney is featured in a special issue distributed to more than 20,000 Corporate Counsel and 5,000 CEOs of the top private and publicly held companies in the country.

Elizabeth Schurig and Amy Jetel publish "Tax Haven Abuse Act — Do we Really Need It?" in Steve Leimberg's Asset Protection Planning Newsletter #133 (see Newsletters section on this website)

October 2008

Amy Jetel is featured in the Texas Rising Star Edition for 2008 by Texas Monthly and Law and Politics magazines. Rising Stars represent the top 2.5% of up-and-coming lawyers in the State of Texas

Elizabeth Schurig presents at the 2008 McGehee Group Annual Advisors Conference, "Asset Protection Tools and Techniques," (Las Vegas, Nevada; October 19-21, 2008)

September 2008

Elizabeth Schurig presents at the Chartered Private Wealth Advisor Program, sponsored by a partnership of the University of Chicago Graduate School of Business and the Investment Management Consultants Association, "Tools of Domestic and International Asset Protection — A Practical Study," (Chicago, Illinois; September 22-26, 2008)

Elizabeth Schurig, Carolyn Beckett, and Steven Tackett are listed in The Best Lawyers in America and are featured in a special section of American Lawyer magazine (published December 2008).

August 2008

Elizabeth Schurig presents at the Texas Bar CLE Advanced Family Law Course 2008, "Foreign Asset Structures — A Primer," (San Antonio, Texas; August 11-14, 2008)

July 2008

Elizabeth Schurig presents at the AICPA Advanced Estate Planning Conference, "Tools of Domestic and International Asset Protection— A Practical Study", "Overview of International Estate Planning Issues Affecting U.S. Persons or Non-U.S. Persons with U.S. Sitused Assets," and "International Estate Planning and Asset Protection Q&A," (Chicago, Illinois; July 28 - 30, 2008)
| additional information |

Elizabeth Schurig presents at the ALI-ABA Estate Planning for the Family Business Owner Course, "Asset Protection for the Family Business Owner," (Boston, Massachusetts; July 9-11, 2008) | additional information |

April 2008

Amy Jetel publishes "When Foreign Trusts are Non-Grantor," in the April issue of Trusts and Estates | article |

May 2008

Elizabeth Schurig presents at the AICPA Advance Estate Planning Conference, "Sophisticated Asset Protection Planning Tools and Techniques," and is a panelist on "Creating a Family Legacy," (Las Vegas, Nevada; May 8-9, 2008)
| additional information |

March 2008

Elizabeth Schurig presents at the Chartered Private Wealth Advisor Program, sponsored by a partnership of the University of Chicago Graduate School of Business and the Investment Management Consultants Association, Part l, "The Tools of Domestic and International Asset Protection - A Practical Study," (Chicago, Illinois; March 8, 2008)

Elizabeth Schurig presents at the Massachusetts Continuing Legal Education Program's Asset Protection Strategies Seminar, "Offshore Trusts," (Boston, Massachusetts; March 3-7, 2008)

February 2008

Elizabeth Schurig presents a primer on asset protection tools in the PPLI context at the IIR 6th Annual Event: Alternative Investing Through Life Insurance and Annuities (Miami, Florida; February 25-27, 2008) | additional information |

January 2008

Amy Jetel publishes "Asset Protection in the Context of LPs and LLCs," in Steve Leimberg's Asset Protection Planning Newsletter #121 (Refer to Newsletters section)

November 2007

Elizabeth Schurig is named in Worth magazine's Top 100 Attorneys List published in the December/January issue of Worth magazine

October 2007

Amy Jetel is featured in the Texas Rising Star Edition for 2007 by Texas Monthly and Law and Politics magazines. Rising Stars represent the top 2.5% of up-and-coming lawyers in the State of Texas

Elizabeth Schurig presents at The Eighth Annual Ultimate Estate, Retirement, & Financial Planning Conference, — The Tools of Domestic and International Asset Protection," (Las Vegas, Nevada; October 25, 2007)

September 2007

Elizabeth Schurig, Carolyn Beckett, and Steven Tackett are listed in The Best Lawyers in America and are featured in a special section of American Lawyer magazine (November 2007)

Elizabeth Schurig is highlighted as "Planner of the Month" by Michael Mallory in his September issue of The Life Insurance Law Newsletter

Amy Jetel presents at The American Bar Association 2007 Joint Fall CLE Meeting, "Current Developments in Domestic and International Asset Protection Planning," (Vancouver, BC, Canada; September 28, 2007)

Elizabeth Schurig presents at the IMCA Wealth Management Program, Part Il, "The Tools of Domestic and International Asset Protection — A Practical Study," (Denver, Colorado; September 5, 2007)

July 2007

Elizabeth Schurig presents at the AICPA Advance Estate Planning Conference, "Asset Protection" and "Domestic and International Wealth Protection Trusts — A Practical Implementation Study," (Boston, Massachusetts; July 23-25, 2007) | additional information |

May 2007

Elizabeth Schurig presents at the East Bay Planning Council, "The Tools of Domestic and International Asset Protection — A Practical Study," (Oakland, California; May 14, 2007)

April 2007

Elizabeth Schurig publishes "Evseroff - Transfers to Irrevocable Trust Not Fraudulent," in Steve Leimberg's Asset Protection Planning Newsletter #100 (Refer to Newsletters section)

Elizabeth Schurig presents at the Association for Advanced Life Underwriting 2007 Annual Meeting, "The Protection," (Washington, D.C.; April 2007)

Elizabeth Schurig presents at the American Bar Association 2007 Spring Symposia, "Current Trends in Offshore Planning," (Washington, D.C.; April 2007)

March 2007

Elizabeth Schurig presents at the Queen's College Annual Estate Planners Day Conference, "The Tools of Domestic and International Asset Protection," (Charlotte, North Carolina; March 2007)

Elizabeth Schurig presents at the IMCA Wealth Management Program, Part Il, "The Tools of Domestic and International Asset Protection "A Practical Study," (Denver,Colorado; March 5, 2007)

November 2006

Amy Jetel presents at the National Business Institute, Demystifying Asset Protection Vehicles, "Are Business Entities a Viable Option for Personal Asset Protection?" (Austin, Texas; November 6, 2006)

Elizabeth Schurig is named in Worth magazine's Top 100 Attorneys List | article |

October 2006

Amy Jetel is featured in the Texas Rising Star Edition for 2007 by Texas Monthly and Law and Politics magazines. Rising Stars represent the top 2.5% of up-and-coming lawyers in the State of Texas

September 2006

Elizabeth Schurig, Carolyn Beckett, and Steven Tackett are listed in The Best Lawyers in America. Each partner is featured in a special section of American Lawyer magazine (November 2006)

Elizabeth Schurig presents at the IMCA Wealth Management Program, Part Il, "Tools of Domestic and International Asset Protection," (Greenwood Village, Colorado; September 14, 2006)

Elizabeth Schurig appointed as Vice-Chair of the Asset Protection Planning Committee for the 2006-2007 bar year by the American Bar Association, Probate and Trust Division for the Section of Real Property, Probate and Trust Law

July 2006

Elizabeth Schurig, Amy Jetel, and Carolyn Beckett publish "Foreign Reporting: Get It Right" in the July issue of Trusts and Estates | article |

Elizabeth Schurig presents at the 29th Annual AICPA Advanced Estate Planning Conference, "Asset Protection for Professionals," and "Current Trends in Offshore Planning," (San Diego, California; July 26-28, 2006) | additional information |

June 2006

Elizabeth Schurig presents at the Texas Bar Continuing Legal Education Conference Advanced Estate Planning and Probate Course, "Tools of the Asset Protection Trade: A Necessary Component of the Estate Planner's Toolbox," (Houston, Texas; June 7-9, 2006) | additional information |

May 2006

Elizabeth Schurig and Amy Jetel publish "The Alarming Potential for LLC Dissolution by a Member's Personal Creditors" in the May/June issue of Probate & Property | article |

March 2006

Elizabeth Schurig presents at the IMCA Wealth Management Program, Part Il, "Legal Protection of Assets," (Greenwood Village, Colorado; March 2, 2006)

Elizabeth Schurig presents at the Massachusetts Continuing Legal Education Conference during the Wealth Transfer Affinity Group as an expert on the effects of the new Bancruptcy Act with Alexander Bove (Boston, Massachusetts; March 8, 2006)

February 2006

Elizabeth Schurig presents at the 2006 Partners Financial Spring Marketing Conference, "The Tools of Domestic and International Asset Protection," (Dallas, Texas; February 25 - 27, 2006)

December 2005

Elizabeth Schurig is named in Worth magazine's Top 100 Attorneys list | article |

October 2005

Elizabeth Schurig presents at the 2005 IMCA Wealth Management Certificate Program, Part III, "The Tools of Domestic and International Asset Protection," (Denver, Colorado; October 21-22, 2005)

Elizabeth Schurig, Carolyn Beckett, and Steven Tackett are named Texas Super Lawyers by Texas Monthly and Law and Politics magazines. Texas Super Lawyers represent the top 5% of lawyers in the State of Texas. Each attorney is featured in the Texas Super Lawyers Edition as Texas Super Lawyers in the October issue of Texas Monthly magazine.
| Super Lawyers website |

Amy Jetel is featured in the Texas Rising Star Edition for 2006 by Texas Monthly and Law and Politics magazines. Rising Stars represent the top 2.5% of up-and-coming lawyers in the State of Texas

September 2005

Elizabeth Schurig, Carolyn Beckett, and Steven Tackett are listed in The Best Lawyers in America. Each partner is featured in a special section of American Lawyer magazine (November 2005)
| Trusts and Estates section attorney page | Tax section attorney page |

Elizabeth Schurig presents at the IMCA Wealth Management Part Il Class, "Legal Protection of Assets," (Greenwood Village, Colorado; September 30, 2006)

July 2005

Amy Jetel is featured in the Texas Rising Star Edition as Texas Rising Stars for 2005 in Texas Monthly magazine.

Elizabeth Schurig presents at the AICPA Advanced Estate Planning Conference, "Offshore and Domestic Asset Protection Planning," (Toronto, Canada; July 17-20, 2005) | additional information |

April 2005

Elizabeth Schurig is quoted in an article appearing in Financial Planning magazine entitled "Emotional Rescue" by Mitchell Rose | article |

Steven Tackett presents at the Austin Bar Association's 19th Annual Probate and Estate Planning Seminar," ADR Procedures in Estate Planning Documents - Recognizing the Need for Them, Advising Your Client, and Drafting Them, including the use of Pre-Death Mediation to Avoid Litigation," (Austin, Texas; April 1, 2005)

Elizabeth Schurig presents at the IMCA 2005 Spring Professional Development Conference, "The Tools of Domestic and International Asset Protection," (Palm Desert, California; April 10-13, 2005)

Elizabeth Schurig presents at the IMCA Wealth Management Part Ill Class, "Asset Protection as Part of a Comprehensive Estate Planning Structure," (Greenwood Village, Colorado; April 29-30, 2005)

March 2005

Elizabeth Schurig presents at the IMCA Wealth Management Part II Class, "Legal Protection of Assets," (Greenwood Village, Colorado; March 4, 2005)

Elizabeth Schurig is quoted in an article appearing in Bloomberg Wealth Manager entitled "Going Under Cover" by Deborah L. Jacobs | article |

December 2004

Elizabeth Schurig presents to the Dallas Society of CPA's, "Legal Protection of Assets," (Dallas, Texas; December 1, 2004)

November 2004

Steven Tackett presents at the 15th Annual Advanced Drafting: Estate Planning and Probate Course 2004 State Bar of Texas, "ADR Provisions in Estate Planning Documents," (League City, Texas; November 2004)

Elizabeth Schurig is quoted in a new book by Amy Henry, the last woman standing on the television reality show, The Apprentice. The book, "What it Takes: Speak Up, Step Up, Move Up," is touted as "Modern Women's Guide to Success in Business"
| learn more |

Elizabeth was interviewed and quoted in regard to her expertise on the importance of emotional savvy (pages 175 - 176,178). She comments that people are more likely to bond with you if your goal is to serve customers before considering your own ego. "Women are not in it for their own ego and there is less conflict of interest." She is also quoted as saying that one of the firm's strengths is that the professionals see others through a more personal lens, as whole human beings. Employees, colleagues and clients alike benefit from this "others centered" mentality, a key contributor to the firm's success

October 2004

Steven Tackett presents at the State Bar of Texas 15th Annual Advanced Drafting: Estate Planning and Probate Course, "Use of ADR Procedures in Estate Planning, Probate, and Trust Administrations, Including the Pre-Dispute Use to Avoid Litigation" (League City, Texas; October 28-29, 2004) | article |

Elizabeth Schurig presents at the 2004 IMCA Wealth Management Certificate Program, Part III, "Wealth Distribution" on the topic of estate and gift planning (Denver, Colorado; October 27-28, 2004)

Amy Jetel is a named Rising Star for 2005 by Texas Monthly and Law and Politics magazines. Rising Stars represent the top 2.5% of up-and-coming lawyers in the State of Texas

September 2004

Elizabeth Schurig presents at the 2004 IMCA Wealth Management Certificate Program, Part II, Wealth Preservation and Protection, "Legal Protection of Assets," (Chicago, Illinois; September 27, 2004)

Elizabeth Schurig presents at the Advanced Collection Law program, "Trusts as Protective Tools," (Austin, Texas; September 23, 2004)

August 2004

Elizabeth Schurig presents at the Eugene Oregon Estate Planning Council, Choosing an Entity or Establishing a Trust with Asset Protection in Mind "A Multijurisdictional Analysis," (Eugene, Oregon; August 17, 2004)

July 2004

Elizabeth Schurig presents at the AICPA Advanced Estate Planning Conference, "Offshore and Domestic Asset Protection Planning" (Philadelphia, Pennsylvania; July 28-30, 2004)

May 2004

Elizabeth Schurig co-chairs and presents at the American Bar Association's 15th Annual Symposia (Real Property, Probate & Trust Law Section), "Special Drafting Considerations for Asset Protection Trusts" (Seattle, Washington; May 12-14, 2004)

February 2004

Investment Management Consultants Association (IMCA) issues a press release regarding Leslie Giordani's and Amy Jetel's article, "Investing in Hedge Funds Through Private Placement Life Insurance," which was issued in IMCA's scholarly publication, the Journal of Investment Consulting | article |

Elizabeth Schurig is quoted in Michael G. Stevens' article, "In Trusts We Trust" in the February 2004 issue of Practical Accountant | article |

January 2004

Steven Tackett expands his practice to include mediation services. He will serve as a Qualified independent Third Party or mediator in complex cases involving estates, probates, trusts, marital property, charitable organizations, and/or estate, gift, and generation-skipping transfer tax issues

Elizabeth Schurig presents at the Austin Bar Association's Estate Planning and Probate Section Meeting, "Choosing an Entity with Asset Protection in Mind: A Jurisdictional Analysis," (Austin, Texas)

December 2003

Elizabeth Schurig and Carolyn Beckett speak at the International Bar Association's 9th Annual International Wealth Transfer Practice Conference, "Jurisdictional Considerations in Establishing a Protective Trust," (New York, New York)

November 2003

Elizabeth Schurig and Amy Jetel publish "A Charging Order is the Exclusive Remedy Against A Partnership interest: Fact or Fiction?" in the November/December issue of Probate & Property
| article |

October 2003

Elizabeth Schurig and Steven Tackett are featured in the Texas Super Lawyers Edition as Texas Super Lawyers in Texas Monthly magazine

July 2003

Elizabeth Schurig presents at the 2003 AICPA Advanced Estate Planning Conference, "Current Trends in Offshore Planning" and "Asset Protection for Professionals" (Scottsdale, Arizona)

Elizabeth Schurig is honored as a nominee of Austin Business Journal's Profiles in Power award at a luncheon held at the Renaissance Hotel in Austin, Texas. The Profiles in Power award is bestowed on women in the Austin community who have achieved an outstanding level of professional acclaim balanced with community involvement

June 2003

Elizabeth Schurig and Steven Tackett are named Texas Super Lawyers for 2003 by Texas Monthly and Law and Politics magazines. Texas Super Lawyers represent the top 5% of lawyers in the State of Texas

May 2003

Elizabeth Schurig presents in connection with Oxford Financial Group, "Current Trends and Strategies in Asset Protection Planning," (Austin, Texas)

April 2003

Elizabeth Schurig presents at the American Bar Association's 14th Annual Symposia (Real Property, Probate & Trust Law Section), "Jurisdictional Considerations in Establishing a Protective Trust," (New York, New York)

Steven Tackett presents at the State Bar of Texas Advanced Estate Planning Strategies Course, "Anticipating Change," (Las Vegas, Nevada)

November 2002

Elizabeth Schurig presents at the Austin Bar Association's Estate Planning and Probate Section Meeting, "Current Trends in Asset Protection and Offshore Planning," (Austin, Texas)

August 2002

The firm welcomes Amy P. Jetel as a new associate attorney

Elizabeth Schurig presents at The 2002 AICPA Advanced Estate Planning Conference, "Current Trends in Offshore Planning," (Portland, Oregon)

July 2002

Elizabeth Schurig presents at the Insurance Distributors International (Bermuda) Ltd. 2002 Conference, "Asset Protection Planning," (Paget, Bermuda)

June 2002

Steven Tackett is selected for inclusion in the 2002/2003 America's Registry of Outstanding Professionals

May 2002

Elizabeth Schurig presents at APIC's 12th Annual Educational Conference, "Complex Estate Planning Techniques for the Ultra High Net Worth Client," (San Antonio, Texas)

January 2002

Elizabeth Schurig presents at the American Bar Association's Section of Taxation 2002 Midyear Meeting, "Internal Revenue Code Sections 679 and 684," (New Orleans, Louisiana)

June 2001

Steven Tackett presents at the State Bar of Texas 25th Annual Advanced Estate Planning and Probate Course, "Audit Roulette: Round and Round We Go," (Houston, Texas) | article |