Admissions

• To the practice of law in Texas and New York

 Professional Affiliations

• Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization
• Recognized by Law & Politics and Texas Monthly magazine as a Texas Rising Star in the area of Estate Planning and Probate (2007-2010)
• Listed by Scene in SA magazine as one of the Best Trust and Estate Attorneys (2009) and as a Rising Star in San Antonio's legal community (2009)
• State Bar of Texas - Real Estate, Probate and Trust Law Section and Taxation Section
• San Antonio Bar Association
• San Antonio Estate Planners Council
• American Bar Association
• Hill Country Event Planners Council

Additional Information

Lindsay's practice is focused on the domestic and international aspects of estate planning, family wealth transfer, complex estate administration, fiduciary litigation, and advising individual and corporate fiduciaries on tax matters and contested controversies.

Some of his representative experience includes:

• Designing wealth transfer and succession plans that minimize gift, estate, inheritance, and generation-skipping taxes for domestic and international clients.
• Advising individual and corporate fiduciaries on risk analysis, fiduciary duties, litigation and tax issues.
• Structuring and implementing business succession plans.
• Creating policies and procedures for trust departments and financial institutions.
• Preparation of estate tax returns for both domestic and international clients.
• Obtaining favorable Private Letter Rulings from the Internal Revenue Service for individuals and institutions.
• Guiding executors and beneficiaries through the process of estate administration, asset transfers, and estate taxation.
• Counseling clients on medical and health care arrangements for themselves and family members.
• Preparing pre- and post-marital property agreements addressing community and separate property issue and potential claims.
• Facilitating lifetime and testamentary charitable giving.

Lindsay is a frequent speaker at tax institute seminars and other continuing professional education seminars for attorneys, CPAs, and financial professionals.  Some of his representative works include:  Estate Tax Confusion, Estate Planning For Nonresident Aliens, Recent Developments in Federal Estate Tax, Estate Planning for the Mid-Sized Estate, Planning for Grandchildren, and  Basic Estate Planning.

Community Activities

• Leadership San Antonio, Class XXXV
• Humane Society of Bexar County, Board of Directors
• Columbia University Alumni Representative, Committee, Member