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With over 20 years experience, Carole Reed maintains an active practice focusing on all aspects of estate, gift and generation-skipping transfer tax planning for high net worth individuals and families, estate administration and related matters.  

Seminars & Presentations

• 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 and Gift Taxation - Advanced
• Estate Planning Awareness
• Generation-Skipping Planning
• Former Adjunct Professor, University of Houston Law Center, Estate Planning
• Speaker at various tax institutes and seminars, including Texas society of Certified Public Accountants courses on Estate and Gift Tax, basic and advanced

Professional Affiliations

• American Bar Association, Section of Real Property, Probate and Trust Law
• State Bar of Texas, Probate and Trust Law Section
• Member, Women Attorneys in Tax and Probate
• Houston Bar Association, Probate, Trust and Estate Section