LandCAN

 

Mark A. Jacob

Overview

Board certified in Estate Planning and Probate Law, Mark Jacob focuses on estate planning, asset protection planning and income tax planning for individual and corporate clients. He has implemented sophisticated estate planning and asset protection planning techniques for clients, including family limited partnerships, intentionally defective grantor trusts, charitable remainder trusts, grantor retained annuity trusts and self-settled spendthrift trusts. Mark also represents individual and corporate clients on aviation matters, including advising on tax and structuring issues when purchasing an aircraft. Mark speaks and presents frequently on these topics.

Representative Experience

  • Prepares wills, trust agreements and other estate planning and incapacity planning documents for individual clients
  • Creates family limited partnerships and implement more sophisticated estate planning and charitable planning techniques for individual clients, including defective grantor trusts, charitable remainder trusts and grantor retained annuity trusts
  • Represents clients in probate and estate administration matters, including preparing estate tax returns
  • Advises clients regarding asset protection issues and techniques, including limited partnerships and asset protection trusts
  • Advises clients purchasing and selling airplanes, including structuring transactions to minimize or eliminate sales and use tax and qualify for like-kind exchange treatment
  • Establishes charitable organizations, including private foundations, public charities and supporting organizations, and advise clients regarding the administration of organizations

Professional Affiliations

  • Member, State Bar of Texas (Real Estate, Probate and Trust Law Section)
  • Former Board Member, current Member, Houston Estate and Financial Forum
  • Member, Generation X Estate Forum Study Group
  • Listed in The Best Lawyers in America Trusts and Estates
  • Listed in Super Lawyers - Trusts and Estates
  • Named, The Best Lawyers in America, Trusts and Estates (2013-2016)
  • Member, Houston Business and Estate Council
  • Former Advisory Board Member, National Christian Foundation Houston

Board Certifications

Estate Planning and Probate Law by Texas Board of Legal Specialization


Contact Mark A. Jacob

REMINDER: This listing is a free service of LandCAN.
Mark A. Jacob is not employed by or affiliated with the Land Conservation Assistance Network, and the Network does not certify or guarantee their services. The reader must perform their own due diligence and use their own judgment in the selection of any professional.


Contact Mark A. Jacob

Locke Lord LLP
Partner
2800 JPMorgan Chase Tower
600 Travis
Houston, Texas  77002
Phone: (713) 226-1329
Fax: (713) 229-2640


 

Service Area

Statewide service provider in:
  • Texas


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