September 2017 – Ray was appointed to serve as Chair of the Charitable Planning and Organizations Group and as Assistant Editor to Trusts and Estates for the eReport of the ABA Section of Real Property, Trust and Estate Law.

August 2017 – Ray’s article, “Estate of Powell v. Commissioner,” was published in the ABA’s Real Property, Trust and Estate Law’s eReport.

July 2017 – Dan and Landon presented on estate plan basics, lifetime issues, gathering information, and planning for disposition of property for the American Bar Association Community Outreach Program.














Our services are focused on trusts, estates, and exempt organizations. We help clients protect, preserve, and pass their estates, including businesses; protect our clients’ beneficial interests in trusts and estates; and defend fiduciaries.