| Marjorie
specializes in estate planning. Since 1977, she has been working
with individuals and families in structuring plans which provide
a unique approach to tax and family planning. She now represents
several generations within a family as the family members
work to pass on their legacies through the generations.
Marjorie is a graduate of Tufts University with a degree
in sociology (she does realize that this degree is not particularly
useful in the real world). She obtained her J.D. from SMU
Law School in 1974 and her L.L.M. in Taxation from SMU Law
School in 1981. She is Board Certified in Estate Planning
and Probate by the Texas Board of Legal Specialization. She
is a Fellow of the American College of Trust and Estate Counsel.
Marjorie is a frequent speaker before professional and lay
groups on various estate planning topics from the basics of
estate planning to cutting edge sophisticated estate planning
techniques. She is a co-author of Texas Wills, Trusts and
Estate Planning, a four volume set which is part of West Publishing
Texas Practice series. Marjorie has also written a Guidebook
on Estate Planning for her clients which is available on this
website entitled Estate Planning - the Process.
Marjorie took a foray into psychology in the early 1980s,
almost completing her masters prior to returning to her full
time estate planning practice. She is utilizing her background
in psychology, her extensive experience in working with clients
and listening to their experience and insights and her work
in estate planning and trusts to develop legacy planning which
considers the intangible as well as the tangible legacies
we leave. Marjorie is currently writing material for her clients
to assist them in creating Trusts to carry out their legacies,
focusing on the structure of a "Productivity Trust"
to encourage the individual development and productivity of
the beneficiaries.
Marjorie has three delightful children; Andrew (24), Ben
(20) and Lee (18) and jogs to maintain her sanity.
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