Board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization since 1994, Clark Lutz has spent most of his 28-year legal career focused on a broad range of estate planning, probate and tax matters. Clark is known for his responsiveness to clients and referring professionals, his willingness to listen with care and respect, and his ability to communicate complex legal and tax issues in an understandable manner. As a consequence, his clients feel particularly at ease in dealing with him regarding issues of significant personal and financial importance. He is currently a member of the firm's Board of Directors.
BACK TO TOPPROFESSIONAL QUALIFICATIONS
Admitted to bar: 1983, Texas.
Board certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization
Education: State University of New York at Geneseo (B.A., magna cum laude, 1977); Syracuse University (J.D., cum laude, 1982). Editor-in-Chief, Syracuse Journal of International Law and Commerce, 1981-1982.
BACK TO TOPREPRESENTATIVE EXPERIENCE
Clark handles a variety of wealth planning matters from the most complex to the relatively routine. Clark’s area of practice includes the following:
- Assisting clients with protecting or preserving family wealth through application of wealth preservation and asset protection techniques
- Federal estate, gift and generation-skipping planning
- Preparation of complex and tax-planned wills and trusts (including insurance trusts, grantor retained annuity trusts, revocable management trusts, personal residence trusts, gift trusts, and intentionally defective grantor trusts)
- Retirement planning
- Marital property planning and the preparation of prenuptial and postnuptial agreements
- Charitable planning
- Business succession planning
- Planning for incapacity through the use of appropriate trusts, powers of attorney and advanced medical directives
- Planning with family limited partnerships, limited liability companies and various gift, sale and loan transactions
PROFESSIONAL AFFILIATIONS
Member: Austin Bar Association; American Bar Association; State Bar of Texas; and Estate Planning Council of Central Texas.
BACK TO TOPAWARDS AND HONORS
- Listed in The Best Lawyers in America® published by Woodward/White, Inc., Trusts and Estates, 2010 - 2013
- AV® Preeminent™ Peer Review Rating, Martindale.com
COMMUNITY
Former member of the Board of Directors of Hospice Austin, and Hospice Austin Foundation and Board of Trustees, St. Gabriel's Catholic School, Austin, Texas. Current member of Hospice Austin Foundation Investment Committee.
BACK TO TOPPublications and Presentations
Clark has given speeches to, and written about, various tax and estate planning matters to a variety of professional and civic groups. Topics which he has addressed include:
- The Use of Trusts
- Family Limited Partnerships
- Planning with Retirement and IRA Benefits
- Planning with Life Insurance
- Asset Protection
- Planning for Disability
- Marital Agreements
OUR ATTORNEYS
- Michelle Alcala
- Kathryn E. Allen
- Matthew B. Baumgartner
- Eric G. Behrens
- Russell E. Booth
- Wm. Terry Bray
- Susan P. Burton
- Stephen W. Butler
- Boyce C. Cabaniss
- Patricia A. Campbell
- Peter J. Cesaro
- William Christian
- Susan G. Conway
- Brian T. Cumings
- Lauren D. Damen
- Will W. Dibrell
- J. Chrys Dougherty (Retired)
- Rod Edens, Jr.
- Christopher L. Elliott
- Cliff Ernst
- Helen Currie Foster
- Julie R. Frey
- Sandra Lee Griffin
- John M. Harmon
- R. Alan Haywood
- Robert J. Hearon, Jr.
- Clarke Heidrick
- James A. Hemphill
- David Herndon
- James V. Hoeffner
- Kevin Holcomb
- Nancy Rice Hudson
- Thomas B. Hudson, Jr.
- Mary A. Keeney
- Peter D. Kennedy
- G. Douglas Kilday
- Matthew B. Kutac
- David P. Lein
- William H. Locke
- E. Clark Lutz
- John B. McFarland
- Edward S. McHorse
- John J. (Mike) McKetta III
- Robin A. Melvin
- Nicholas C. Miller
- Frank R. Monroe
- Matthew C. Powers
- Thomas I. Queen, Jr.
- Daniel O. Ramón
- Preston Randall
- Paul B. Saenz
- Pete Schenkkan
- Andrea E. Schutz
- Steven D. Smit
- David P. Smith
- Roy C. Snodgrass III
- Andrea Moore Stover
- Patrick F. Thompson
- Christopher H. Trickey
- Rick Triplett
- Kerry K. Ugarte
- Ben F. Vaughan III
- Michael J. Whellan
- Richard D. Yeomans
