GDHM names Kerry Ugarte a Shareholder

GDHM names Kerry Ugarte a Shareholder

GDHM is pleased to announce that Kerry Ugarte has become a Shareholder in the firm.

Kerry joined the firm’s Estate Planning practice in 2012, where she works with families in drafting life insurance trusts, special needs trusts, revocable trusts, tax-planned wills and simple wills. Estate planning draws from her background in estate tax planning, particularly in crafting family partnership agreements and limited liability company operating agreements as well as gifting programs. Kerry is Certified in Estate Planning and Probate by the Texas Board of Legal Specialization.