Kirk Wilson is a Texas and California board-certified specialist in estate planning, probate and trust law with an advanced law degree in Taxation (LL.M.). Kirk assists clients with the preparation of comprehensive estate plans to create and preserve generational wealth in a tax-efficient manner, including planning for clients with assets and family members in multiple states and nations.
Working hand in hand with other professional advisors, including bankers, financial planners, insurance professionals, wealth managers, and CPAs, Kirk provides thoughtful legal counsel, taking into consideration the many estate planning challenges presented by complex family relations and the constantly evolving income, gift, and estate tax landscape.
Kirk understands that in order to help his clients plan for the future, he needs to learn about their past. Kirk spends time with his clients gathering details about their background, businesses, and family dynamics. By carefully getting to know his clients, Kirk is able to help them create a plan that will pave the way for the legacy they wish to leave.
In addition to preparing basic estate planning documents - including wills, financial and medical powers of attorney, and medical directives - when appropriate, Kirk also advises clients about making lifetime gifts to minimize federal transfer taxes and assists clients in setting up and funding revocable and irrevocable trusts and business succession planning structures to help clients achieve their personal and business goals.
Kirk’s relationships with his clients are long-term and often multi-generational, and for many clients, he is a trusted family counselor. As a complement to his estate planning practice, Kirk assists clients with the administration of decedent’s estates and trusts, including the preparation of gift and estate tax returns, either independently or collaboratively with the client’s CPA. In the event a trust or estate matter is disputed, Kirk utilizes his experience as a litigator to defend his clients and protect their assets.
Memberships & Awards
2014-2019 CKR Law LLP (formerly O'Donnell, Ferebee & Frazer)
2004-2013 Mullen & Henzell, LLP
2000-2004 Brownstein Hyatt Farber Schreck, LLP (formerly Hatch & Parent LLP)
1994-2000 Law Office of Kirk R. Wilson, J.D., LL.M
1987-1993 Dreher, Garfinkle & Watson
1981-1987 Law Office of Kirk Randolph Wilson
1977-1980 Mills, Wilcox & Thayer