Practice Groups
Areas Of Experience
  • Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization
  • Business Succession Planning, mainly with family-owned businesses
  • Charitable Planning

 

Martin I. Roos

Martin I. Roos

Practice Group Leader and Shareholder
mroos@obht.com
210.299.2332

EDUCATION

  • J.D., University of Houston Law Center, 1990
  • B.B.A., cum laude, in Accounting, Texas A&M University, 1987

Admissions

  • To the practice of law in Texas

Professional Affiliations

  • Recognized by Texas Monthly magazine and Law and Politics as a "Texas Super Lawyer" in the area of Estate Planning and Probate (2005-2009)  Also recognized as a "Texas Rising Star" in the area of Estate Planning and Trusts (2004-2005)
  • Listed by Scene in SA magazine as one of San Antonio's Best Trust and Estate Attorneys (2004-2010)
  • Listed by San Antono Business Journal as a 2004 40 Under Forty - San Antonio Rising Star
  • AV Rated by Martindale-Hubbell
  • American Bar Association - Section of Real Property, Probate, and Trust Law
  • State Bar of Texas - Section of Real Property, Probate, and Trust Law
  • San Antonio Estate Planners Council
  • San Antonio Young Lawyers Association, Past Officer and Director
  • Outstanding Young Lawyer, 1995
  • Big Brothers and Sisters, Board Member and Past President
  • Texas A&M University, Member, Planned Giving Council
  • Leadership San Antonio, Class XXII, Member

Additional Information

In early 2009, Marty was selected as the firm's first Chief Operating Officer.  This role is in addition to his 2006 appointment as Practice Group Leader for the firm's Estate Planning Practice Group.  Marty concentrates his practice in the areas of estate planning, probate, and estate administration. He has assisted clients with a broad range of business and estate planning needs.

His expertise includes the design and implementation of all types of estate planning techniques. Prior to working with the firm’s Estate Planning Practice Group, Marty was a member of the Bankruptcy Practice Group, representing debtors and creditors in Chapter 11 Reorganizations.

His experience includes:

  • Advising clients on the implementation of various estate planning techniques designed to minimize estate taxes
  • Assisting clients with the creation of other estate planning techniques designed to shift wealth down to the next generation, including partnerships, qualified personal residence trusts, grantor retained annuity trusts, and Crummey trusts, among others
  • Assisting clients with the creation of charitable giving techniques, including charitable lead trusts, charitable remainder trusts, and private foundations
  • Developing a program that provides low cost, basic estate planning to the employees of various corporations as part of their benefits programs
  • Assisting clients in the capacity of a fiduciary or beneficiary with all aspects of the administration of estates, including probating wills, handling intestate estates and estate tax returns. In addition to his practice, Marty is a frequent author and lecturer on estate planning and probate issues and was a featured author for the San Antonio Business Journal’s "Ask the Legal Pros" column in 2006.

 

In the News

Articles

Events

  • Succession Planning

    4 of 6 presentations given by Oppenheimer, Blend, Harrison & Tate, Inc. to the CPA Society as part of the 2010 - 2011 CPA Seminar Series

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