Jeff Watters represents clients in state courts with respect to estate administration and fiduciary duty issues. He also handles federal estate, gift and income tax litigation and controversy work, including disputes and litigation with the Department of Justice and the Internal Revenue Service.
Jeff earned his law degree from Baylor University School of Law and undergraduate degree from University of North Carolina at Chapel Hill.
- Estate of Anne Y. Petter – successful Ninth Circuit affirmance of Tax Court decision for taxpayer in case of first impression involving gift/sale of LLC units to family and charity using a dollar value formula based on values as “finally determined for federal gift tax purposes.” (Petter v. Comm’r, 653 F.3d 1012 (9th Cir. 2011))
- Estate of Jake Kamin – summary judgment obtained on behalf of The Jake and Nina Kamin Foundation regarding construction of the provisions of Mr. Kamin’s will (In the Estate of Jake Kamin, Deceased, Probate Court No. 2 of Harris County Texas, Cause No. 399,104-401
Professional Activities, Memberships & Affiliations
- State Bar of Texas
- Real Estate, Probate & Trust Law Section Leadership Academy, 2018-2019 Class