All About That Basis: 20 Ways to Obtain a Basis Adjustment at Death.
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February 13, 2017
All About That Basis: 20 Ways to Obtain a Basis Adjustment at Death.
Speakers: Mickey R. Davis and Melissa Willms
About the Talk: Higher estate tax exemptions and higher income tax rates make income tax planning an increasingly important part of estate planning. Planning to obtain a basis adjustment is a key component. Learn cutting-edge techniques and tips to maximize basis while still giving effect to your client’s estate planning goals.
Speaker bios: Mickey R. Davis is a partner in the law firm of Davis & Willms, PLLC in Houston, Texas. He received his undergraduate degree (B.B.A. with high honors) from the University of Arizona and his law degree (J.D. with high honors) from the University of Texas.
Mickey is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization, and is a Fellow of The American College of Trust and Estate Counsel, where he is the immediate past chair of the Estate and Gift Tax Committee and has served as the Editor of The ACTEC Law Journal. Mickey serves as Chair of the Grants Committee of The ACTEC Foundation. He is listed in Best Lawyers in America (Trusts and Estates), was named Best Lawyers' 2013 Houston Trusts and Estates "Lawyer of the Year," and was named by Texas Lawyer as a 2013 "Top Notch Lawyer" for Trusts and Estates. Mickey is also a licensed CPA and a member of the Texas Society of CPAs.
In addition to his law practice, Mickey is a frequent speaker on sophisticated trust and estate planning and administration topics at state and national conferences, including the Heckerling Institute on Estate Planning, the University of Texas School of Law Annual Tax Conference, the Notre Dame Tax and Estate Planning Institute, the Southern Federal Tax Institute, ALI CLE Planning Techniques for Large Estates, and the State Bar of Texas Advanced Estate Planning Strategies Course. Since 1988, Mickey has also served as an Adjunct Professor at the University of Houston Law Center, where he teaches Income Taxation of Trusts and Estates, and Postmortem Estate Planning
Melissa J. Willms is a partner in the law firm of Davis & Willms, PLLC in Houston, Texas. She received her undergraduate degrees (B.A. in Sociology, B.A. in Psychology) from the University of Texas at Austin, her law degree (J.D.) from Texas Tech University School of Law, and her Master of Laws (LL.M.) in Tax Law from the University of Houston Law Center.
Melissa is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization, and is a Fellow of The American College of Trust and Estate Counsel (ACTEC), where she is also a member of the Estate and Gift Tax Committee. She is listed in Best Lawyers in America (Trusts and Estates).
In addition to her trusts and estates practice, Melissa is a frequent speaker on estate and trust planning and administration topics at state and national conferences such as the Heckerling Institute on Estate Planning, The Center for American and International Law Annual Short Course on Estate Planning, ALI CLE Planning Techniques for Large Estates, Federal Tax Institute of New England, Notre Dame Tax and Estate Planning Institute, and The University of Texas School of Law Annual Tax Conference. Melissa was recently awarded the Standing Ovation Award for 2015 by the TexasBarCLE staff.
Melissa is a past member of the Council of the Tax Section of the State Bar of Texas. She is currently a member of the Council of the Real Estate, Probate and Trust Law Section of the State Bar of Texas (REPTL). In addition to being a member of REPTL’s Council, she is currently serving as the Chair of its Decedents’ Estates Committee, where she is involved in drafting legislation for the Texas Estates Code.
