David H. Goodman

David Goodman is Board-Certified in Estate Planning & Probate Law by the Texas Board of Legal Specialization.
David has experience counseling clients regarding the following matters:
• Federal estate, gift and tax planning, including preparation of wills and trusts
• Business succession planning, including family limited partnerships and grantor retained annuity trusts (GRATs)
• Cross-generational wealth transfer
• Life insurance trusts
• Charitable vehicles, including private foundations, charitable trusts and donor-advised funds
• Probate and trusts administrations
• Contested probate and trust litigation

Publications and Presentations

David has made numerous presentations on advanced estate planning/charitable giving techniques and probate strategies to law firms, brokerages, corporations, non-profit organizations, and the Texas Society of Certified Public Accountants.
Specific topics addressed include:
• Grantor Retained Annuity Trusts (GRATs)
• Getting Wealth Outside the Estate
• Planning for Stock Appreciation
• Creditor Protection Planning
• Importance of Estate & Retirement Planning Taking New Tax Laws Into Account
• Estate and Guardianship Administration
• Contested Probate & Trust Litigation

Professional Qualifications

Admitted to bar, 1990, Texas
Board Certified, Estate Planning & Probate Law, Texas Board of Legal Specialization (Since 2000)
Certified Public Accountant, 1991, Texas
Education: University of Texas (B.B.A., 1987); University of Houston Law Center (J.D., 1990)

Professional Affiliations and Awards

Listed in The Best Lawyers in America published by Woodward/White, Inc. (Trusts and Estates) (2006-Current)
Named to the Texas Super Lawyers list (2007-2017) Thomson Reuters as published in Texas Monthly magazine
Travis County Bar Association (Estate Planning & Probate Section, former Director & Treasurer)
State Bar of Texas (Real Estate, Probate & Trust Section)
Texas Society of Certified Public Accountants

Community

Power for Parkinson’s Board Member (Co-Chair, Development Committee)
Pro bono estate planning and probate services rendered to numerous individuals through Volunteer Legal Services and AIDS Services of Austin
Doss Elementary Endowment Fund for Excellence (Prior Co-Chair)
Congregation Beth Israel (2006 Member of the Year)