Profile

With over 30 years experience, Carole Reed's practice focused on all aspects of estate, gift and generation-skipping transfer tax planning as well as estate administration and related matters.  Her clients included high net worth individuals and families, business owners in the real estate, manufacturing, automotive, construction, retail, chemical, energy, telecommunications, legal, and medical industries, executors, trustees, and estate and trust beneficiaries.

Ms. Reed handled matters such as wills; planning for incapacity, including powers of attorney, healthcare powers of attorney and directives to physicians; gifting techniques and strategies; life insurance planning; trust planning; generation-skipping planning; succession planning for business owners, including buy-sell agreements; marital property agreements; estate administration and probate; trust administration; preparation and filing of estate, inheritance and gift and generation-skipping transfer tax returns; and representation in transfer tax audits.  

Seminars & Presentations

Speaker at various tax institutes and seminars including:

• Chamberlain Hrdlicka Annual Business & Tax Planning Seminars
• Chamberlain Hrdlicka Quarterly Tax Forums
• Texas Society of Certified Public Accountants
  • Income Taxation of Trusts & Estates
  • Estate & Gift Taxation
  • Estate & Gift Taxation - Advanced
• Central Texas Chapter of CPA's
• Houston Bar Association - Probate Section
• Society of Financial Service Professionals

Seminar topics include:

• Better to Give... But How?  A Practical Guide to Transfer Tax Strategies for Foreign Individuals
• Desperate Clients:  A Selection of Estate, Gift and Income Tax Issues
• A Year of Change?  After the Bankruptcy Abuse and Consumer Protection Act of 2005 and Estate Tax Reform
• Estate Planning for the 21st Century: Can You Afford Not To?
• The Top Ten Things You Need to Know About Trusts
• The Tax Relief Act of 2001:  How It Affects Your Financial Plan
• Buyer Beware!
• Getting a Good Night's Sleep? Ten Estate Planning Pitfalls to Keep You Up at Night
• What Your Client Should Know About Estate Planning, Including IRS Attacks on Family Limited Partnerships
• Community Property Considerations in Estate Planning
• Estate Planning: Facing Reality Sensibly
• Exempt or Nonexempt -- That Is the Question
• Why You Need a Will and Tax-Planned Wills
• Provisions Affecting Estates and Trusts and the New (and Improved?) Generation-Skipping Tax
• Probate and Estate Administration
• A Will Checklist or How to Review Your Client's Will
• Current Developments in Estate and Gift Tax
• Dependent Administration
• Estate Planning Awareness
• Generation-Skipping Planning

Professional Affiliations

• Member, American Bar Association, Section of Real Property, Probate and Trust Law
• Member, State Bar of Texas, Section of Real Property, Probate and Trust Law Section
• Member, Houston Bar Association, Probate, Trust and Estate Section
• Board Certified, Estate Planning & Probate, Texas Board of Legal Specialization

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