Jamie T. Katzen
Senior Counsel

My clients know I’m here for the long haul to protect their families and businesses as their needs change and grow over time. Regardless of the complexity of a client’s estate or the dollar amounts involved, my focus is always the same - achieve each client’s goals as quickly and efficiently as possible and deliver peace of mind.

Dedicated to serving clients, their families and businesses from generation to generation, Jamie Katzen focuses his practice on domestic and international estate planning (wealth transfer), tax planning, estate and trust administration and wealth preservation planning. He guides clients from all walks of life through the design and implementation of effective wealth transfer planning, from simple wills for clients with modest assets to comprehensive estate planning for high-net-worth individuals and families with sophisticated assets and business interests.

Jamie has experience in structuring a variety of advanced wealth transfer strategies, including family limited partnerships, charitable trusts, private foundations, grantor retained annuity trusts, gifts and sales to defective grantor trusts, irrevocable life insurance trusts and qualified personal residence trusts. In addition to planning, Jamie handles the probate and administration of estates and trusts of all shapes and sizes, guiding families and fiduciaries through every phase of closing a deceased family member’s final affairs.

Jamie also counsels individuals (domestic and foreign), companies and tax-exempt organizations on a variety of strategic transactions and business issues, including entity selection and formation; transactional tax planning involving taxable and non-taxable dispositions, acquisitions, mergers, split-offs, spin-offs and recapitalizations; business succession planning and family wealth transitions; and employee benefits.

Clients trust Jamie to help them manage a wide range of issues that fall outside his core practice, from defusing family member disputes and resolving business and personal litigation to negotiating real estate transactions and opening bank accounts. If their needs go beyond his skill set, Jamie always makes sure clients are in the right hands, whether it involves a simple introduction to another experienced lawyer in the firm or a referral to an outside professional or advisor who can lead them to the best result.

Representative Experience
  • Represent families with multigenerational wealth to navigate and mitigate estate and gift tax concerns
  • Counseled a small business owner through corporate reorganization, business succession plan and estate planning
  • Advised a blended family on estate planning concerns and equitable planning for division and distribution of assets among descendants
  • Represented Estate through IRS audit of Estate Tax Return
  • Advised an individual who recently experienced liquidity event to protect assets from potential creditors
  • Assisted a closely held business with buy-sell among various partners
Thought Leadership / News
November/December 2018 
 Thought Leadership
Constructor Magazine
June 13, 2018 
 Speeches and Presentations
Estate and Gift Tax Planning: Post Tax Cuts and Jobs Act of 2017
TSCPA CPE by the Sea
May 24, 2018 
 Speeches and Presentations
Touchdown Planning: Pre-Sale and Post-Sale Strategies for the Business Owner
Merrill Lynch's Conference for Business Owners: M&A Solutions for Privately Held Companies
May 23, 2017 
 Speeches and Presentations
Pre and Post Sale Planning for You, Your Company, and Your Family
Merrill Lynch's Conference for Business Owners: M&A Solutions for Privately Held Companies
Organizational Involvement
  • Society of Trust and Estate Practitioners (STEP)
  • Dallas Estate Planning Council
  • State Bar of Texas
    • Tax Section
  • American Bar Association
    • Tax Section
  • Dallas Bar Association
    • Tax Section
    • Probate Trusts & Estates Section
Education
  • LL.M. in Taxation, Southern Methodist University Dedman School of Law (2012)
  • J.D., St. Mary's University School of Law (2008)
  • B.A., History, University of Kansas (2005)
Bar Admission
  • Texas (2008)
When I Feel Most At Home
  • Spending time with my twin boys and wife
  • Reading a book (when I can find the time), specifically history or anthropology
  • Visiting family in Europe (Italy and England)
  • Exploring Dallas’ foodie scene