Profile
Kristen is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization. Kristen’s practice is focused primarily on estate planning, probate and business matters. Kristen’s estate planning practice includes advising clients with regard to federal and state taxes, general business matters, and the formulation of an estate plan specifically tailored for each client’s unique situation (the transfer of wealth to lower generations, planning for blended families, asset preservation, etc.). Such practice includes the preparation of wills, financial powers of attorney, medical powers of attorney, family limited partnerships, limited liability companies, beneficiary defective trusts, grantor trusts, revocable trusts, special needs trusts, charitable remainder trusts, general business documents, gift tax returns and much more. Kristen’s practice also includes advising trustees of trusts with respect to trustee duties, trust funding, trust administration and other various trust matters.
Kristen also helps clients determine what to do after the death of a loved one, from advising clients through the process of probating a decedent’s will, to wrapping up the decedent’s affairs and transferring the decedent’s assets. Kristen’s probate practice includes handling large estates, various complex probate matters, preparing estate tax returns and dealing with less than ideal family situations. Kristen also represents beneficiaries of estates and trusts.
Kristen also practices in construction law. Prior to attending law school Kristen earned a Bachelor of Science degree in Construction Science from Texas A&M University. She then worked for Jacobs Engineering Group Inc. in the industrial construction industry as a Project Engineer and later as a Project Controls Manager, overseeing various aspects of cost reporting, worker productivity, estimating, scheduling and document control systems.
Recognition
Texas Rising Star, Thomson Reuters Legal, 2018-2022
Affiliations
Civic & Professional
State Bar of Texas
Waco Foundation, Board of Trustees
Waco Foundation, Former Member of Capacity Building Advisory Council
Heart of Texas Estate Planning Council, Former Board Member
Junior League of Waco, Former Board Member
Waco-McLennan County Bar Association
Waco-McLennan County Young Lawyers’ Association
News & Insights
News
Speaking Engagements
- “Charitable Contribution Substantiation: Preparing for IRS Challenges?”
- “Probate Administration and Other Procedures”
- “Adjunct Professor, Baylor Law School”
Certifications & Specialties
Certifications & Specialties
Board Certified in Estate Planning and Probate Law, Texas Board of Legal Specialization
Capabilities
Admissions
- State Bar of Texas, 2010
- U.S. District Court Western District of Texas
Education
Baylor University School of Law, J.D., 2010
- cum laude
- Bank of America Estate Planning and Trusts Award
Texas A&M University, B.S. in Construction Science, 2006
- cum laude
Certifications & Specialties
Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization