Previous Law Firm Name

• Law Office of Jeffrey S. Wyman

Law Firm Overview

Mr. Wyman's practice focuses on federal estate and gift taxation, estate planning and drafting, estate and trust administration, and other matters involving family wealth transactions. Mr. Wyman's practice includes drafting various estate planning documents, such as wills, trust agreements, marital property agreements, family limited partnerships, limited liability companies, corporations, real estate notes and deeds, and powers of attorney. Mr. Wyman represents estates during administration, including the preparation of Federal Estate and Gift Tax Returns. Mr. Wyman also prepares requests for private letter rulings from the Internal Revenue Service, petitions for judicial modification of trust agreements, annual reports to the court for guardians of the person and guardians of the estate, and assists non-profit organizations in obtaining tax-exempt determination from the Internal Revenue Service.

Mr. Wyman graduated from Sam Houston State University in May 1983 with a B.B.A. in Accounting. He became a Certified Public Accountant in 1989, and earned his Doctor of Jurisprudence, cum laude, from Baylor University School of Law in 1997. Mr. Wyman graduated in the top 10% of his class; received formal concentrations in Estate Planning, Business Planning, and Business Litigation; and was a N & C Editor on Baylor Law Review. Mr. Wyman is Board Certified in Estate Planning and Probate Law, Texas Board of Legal Specialization. Prior to becoming a solo practitioner, Mr. Wyman practiced estate planning and probate law in Houston at Bracewell & Patterson, L.L.P.; and at Davis, Ridout, Jones, & Gerstner, L.L.P.; and was a Fiduciary Manager at JPMorgan Private Bank.

Mr. Wyman is a member of the State Bar of Texas, the Houston Bar Association, and the Houston Estate and Financial Forum. Mr. Wyman resides in Houston with his wife, Tricia, his daughter, Allysa, and his son, Samuel.

Areas of Practice

• Estate Planning
• Probate & Estate Administration
• Trusts
• Wills
• Special Needs Planning
• Medicaid

Honors and Awards

• Estate Planning and Trusts Award, 1997
• Corporate Law Award, 1997
• Client Counseling - Semi-Finalist - Annual Competition, 1996

West Practice Categories

Estate Planning, Elder Law, Guardianships & Conservatorships, Living Wills, Powers of Attorney and Appointment, Trusts, Wills, Medicare & Medicaid, Probate & Estate Administration, Estate Administration