Davis & Willms, PLLC
3555 Timmons Lane, Suite 1250
Houston, TX 77027
ph: 281-786-4500
fax: 281-742-2600
9/14/2020: Davis & Willms is pleased and excited to welcome Sarah J. Montgomery to the team as our new legal assistant/paralegal!
7/31/2020: Mickey Davis and Melissa Willms co-presented "Ten (Okay, Fourteen) Tools Every Estate Planner Should Know How to Use" at the 47th Annual Midwest/MidSouth Estate Planning Institute in Louisville, Kentucky - okay, held virtually!
3/8/2020: Melissa Willms was appointed Texas State Chair of The American College of Trust & Estate Counsel (ACTEC) and Chair of the Grant Committee of the ACTEC Foundation. Mickey Davis was appointed a member of the Diversity, Equity, & Inclusivity Committee of ACTEC, and Melissa was appointed a member of the Fiduciary Income Tax Committiee.
02/28/2020: Mickey Davis presented "Ten Things Every Estate Planner Needs to Know about Income Taxation of Trusts and Estates" at Texas Tech's Estate Planning & Community Property Law Journal CLE & Expo.
2/24/2020: Davis & Willms is pleased and excited to welcome Bethany Barker as our new paralegal!
1/30/2020: Melissa Willms presented "Income Taxation of Trusts and Estates" at The Center for American and International Law's 55th Annual Short Course on Estate Planning in Dallas.
11/20/2019: Mickey Davis and Melissa Willms co-presented "Ten Things Every Estate Planner Needs to Know about Subchapter J" at the Southern Arizona Estate Planning Council meeting in Tucson.
10/24/2019: Mickey Davis and Melissa Willms co-presented "Ten Things Every Estate Planner Needs to Know about Subchapter J" at the 54th Annual Southern Federal Tax Institute in Atlanta.
9/24/2019: Mickey Davis and Melissa Willms co-presented "Ten Things Every Estate Planner Needs to Know about Subchapter J" at the Dallas Bar Association's Probate, Trusts, & Estates Section meeting.
8/22/2019: Melissa Willms presented "Getting the 411 on IRC 199A: Just the Facts, Ma'am" at the IRS's 2019 Estate and Gift Tax Attorney and Paralegal CPE IVT webcast hosted in Baltimore.
6/19-20/2019: Mickey Davis presented "Income Taxes in Estate Planning" at the State Bar of Texas's 43rd Annual Advanced Estate Planning & Probate course in San Antonio. As ACTEC's Texas State Chair-Elect, Melissa Willms presented "What ACTEC Means to You."
4/25-26/2019: Melissa Willms served as the course director of the State Bar of Texas 25th Annual Estate Planning Strategies Course held in San Diego. At the course, Mickey Davis took part in the panel presentation "Income Tax Issues for Trusts and Estates - But NOT Another Talk About Basis" with Andrea Chomakos, David Herzig, and Eric Viehman.
4/3/2019: Mickey Davis and Melissa Willms co-presented "Estate Planning For Married Clients in a World with Portability and the Marital Deduction" and "All About That Basis: How Income Taxes Have Reshaped Estate Planning" at the ALI CLE Planning Techniques for Large Estates course in Scottsdale. Melissa also served as the Co-Planning Chair of the course with Steve Akers and Josh Husbands.
3/24/2019: At the ACTEC Annual meeting in Palm Springs, Mickey Davis co-presented "Hot Topics" with Susan Bart of Chicago and Dana Fitzsimons of Atlanta.
3/23/2019: Melissa Willms was appointed Texas State Chair-Elect of The American College of Trust & Estate Counsel (ACTEC).
2/20/2019: Melissa Willms co-presented the ACTEC/ALI-CLE webinar and audiocast "Section 199A: Final Regulations, New Guidance, and Implications for Estate Planners" with Steve Gorin of St. Louis, Rich Greenberg of New Jersey, and Kevin Matz of New York.
1/31/2019: Melissa Willms presented "Income Taxation of Trusts and Estates" at The Center for American and International Law's 54th Annual Short Course on Estate Planning in Dallas.
1/15-16/2019: On Tuesday morning, Melissa Willms presented "Getting the 411 on IRC 199A: Just the Facts, Ma'am" as a morning session at the 53rd Annual Heckerling Institute on Estate Planning in Orlando. On Wednesday afternoon at the Institute, she co-presented "IRC 199A: Grafting a New Branch Onto the Choice-of-Entity Decision Tree" with Ann Burnas and Dan McCarthy.
11/16/2018: Mickey Davis presented "Ten Tools Every Estate Planning Should Know How to Use" at The University of Texas School of Law's 66th Annual Tax Conference - Estate Planning Workshop. Mickey continues to serve as co-chair of the workshop with Steve Akers and Stanley Johanson.
10/12/2018: Mickey Davis and Melissa Willms co-presented "Ten Things Every Estate Planner Needs to Know about Subchapter J" at the 44th Annual Notre Dame Tax ansd Estate Planning Institute in South Bend, Indiana.
10/5/2018: Mickey Davis presented "Drafting Agreements for Failure to Fund or to Intentionally Not Fund a Trust" at the State Bar of Texas 29th Annual Estate Planning & Probate Drafting Course in Dallas.
9/6/2018: Mickey Davis and Melissa Willms were selected to the 2018 Texas Super Lawyers list, as published by Texas Monthly and Super Lawyers Magazine.
8/15/2018: Mickey Davis and Melissa Willms were selected by their peers for inclusion in The Best Lawyers in America 2019 in the practice area of Trusts and Estates.
7/20/2018: Mickey Davis was presented with the 2017 Jim Bowmer Professionalism Award by the Texas Bar College.
7/9/2018: At the Real Property, Trust and Estate's Section of the ABA Skills Training for Estate Planners program in New York, Melissa Willms presented "Income Tax Basics for Estate Planners" and Mickey Davis presented "Fiduciary Income Taxation and Subchapter J."
6/20/2018: At the Standalone program entitled "The Life Cycle of a Business Entity" at the ACTEC Summer meeting in Chicago, Melissa Willms presented on a panel with Lou Harrison and Randy Grove addresing "Wind Down, Sale, or Transition of an Entity."
6/11/2018: Davis & Willms welcomed our new paralegal Emily Viehman!
4/25/2018: Mickey Davis and Melissa Willms co-presented "Planning For Married Clients: Charting a Path with Portability and the Marital Deduction" and "All About That Basis: How Income Taxes Have Reshaped Estate Planning" at the ALI CLE Planning Techniques for Large Estates course in Austin. Melissa also served as the Co-Planning Chair of the course with Steve Akers.
3/12/2018: Arielle Prangner was selected to the 2018 Texas Rising Stars list, as published by Texas Monthly and Super Lawyers Magazine.
3/2/2018: Melissa Willms presented "Knowing the Ropes and Binding the IRS: Income and Transfer Tax Issues of Settlements and Modifications Every Fiduciary Should Know" at the 10th Annual Texas Texas Estate Planning and Community Property Law Journal CLE & Expo in Lubbock.
2/1/2018: Melissa Willms presented "Income Taxation of Trusts and Estates" at The Center for American and International Law's 53rd Annual Short Course on Estate Planning in Dallas.
11/17/2017: Mickey Davis and Melissa Willms co-presented "Income Taxation of Trusts and Estates: Ten Things Estate Planners Need to Know" at the 54th Annual NAEPC Advanced Estate Planning Strategies Conference in New Orleans.
11/1/2017: Davis & Willms, PLLC receives Tier 1 ranking in Houston in Trusts & Estates Law from The Best Lawyers in America, U.S. News - Best Lawyers "Best Law Firms" for 2018.
10/13/2017: Melissa Willms presented "Knowing the Ropes and Binding the IRS: Income and Transfer Tax Issues of Settlements and Modifications Every Fiduciary Should Know" at the 39th Annual Duke University Estate Planning Conference in Durham, North Carolina.
9/7/2017: Mickey Davis and Melissa Willms were selected to the 2017 Texas Super Lawyers list, as published by Texas Monthly and Super Lawyers Magazine.
8/15/2017: Mickey Davis and Melissa Willms were selected by their peers for inclusion in The Best Lawyers in America 2018 in the practice area of Trusts and Estates.
7/28/2017: Mickey Davis and Melissa Willms co-presented "What Estate Planners Absolutely Have to Know about Income Taxation of Trusts and Estates" at the 44th Annual Midwest/MidSouth Estate Planning Institute in Louisville, Kentucky.
7/10/2017: At the Real Property, Trust and Estate's Section of the ABA Skills Training for Estate Planners program in New York, Melissa Willms presented "Income Tax Basics for Estate Planners" and Mickey Davis presented "Fiduciary Income Taxation and Subchapter J."
6/7-9/2017: All Davis & Willms attorneys participated in the State Bar of Texas's 41stAnnual Advanced Estate Planning & Probate course in Houston. At the course, Mickey Davis presented "Yes, I'll Take that Trust 'Fully Loaded'," Melissa Willms co-presented "Estate Planning in Light of the New Administration: What Do We Tell Our Clients Now?" with Steve Akers and Al Golden, and Arielle Pranger co-presented "Mediating Contested Probate and Trust Disputes" with Judge Rory Olsen and Sam Graham.
04/23/2017: Mickey Davis and Melissa Willms took part in the panel presentation "It's 1:45 P.M. in the Garden of Good and Evil: Now How Do We Deal with Value in Estate and Business Planning and Estate and Trust Administration?" at the 23rd Annual Advanced Estate Planning Strategies Course in Savannah.
4/19/2017: Mickey Davis and Melissa Willms co-presented "Planning For Married Clients: Charting a Path with Portability and the Marital Deduction" and "All About That Basis: How Income Taxes Have Reshaped Estate Planning" at the ALI CLE Planning Techniques for Large Estates course in Scottsdale.
3/8/2017: Arielle Prangner was selected to the 2017 Texas Rising Stars list, as published by Texas Monthly and Super Lawyers Magazine.
2/13/2017: Mickey Davis presented "All About That Basis: How Income Taxes Have Reshaped Estate Planning" to the Estate Planning Council of Saint Louis.
1/26/2017: We have a new addition to our family! Arielle Prangner had her first child, Linus Stone Prangner, a healthy baby boy. Congratulations to her and Nick (and Linus too - he's one fortunate kid!)!!
1/17/2017: Today marks the first day of the 30th year Mickey Davis is teaching as an adjunct professor at the University of Houston Law Center. His course is "Income Taxation of Trusts & Estates."
1/12/2017: Melissa Willms presented "Knowing the Ropes and Binding the IRS When Fiduciaries are Involved in Settlements and Modifications: Income and Transfer Tax Issues Every Fiduciary Should Know" as a morning session at the 51st Annual Heckerling Institute on Estate Planning in Orlando. That afternoon at the Institute, she co-presented "Distilling the Essence of Subchapter J: Income Tax Essentials for Estate Planners" with George Cushing and John Goldsbury.
1/11/2017: Mickey Davis co-presented "Yes, I'll Order that Trust Fully Loaded!" with Steve Trytten, Jonathan Blattmachr, and Steve Gorin at the 51st Annual Heckerling Institute on Estate Planning in Orlando.
1/3/2017: Davis & Willms starts off the new year with a new hire. Welcome to our paralegal Gabrielle Patout!
12/22/2016: It's here! After many tireless hours and hard work, Mickey's new book "Davis's Texas Estate Planning Forms" has arrived. Published by O'Connor's, we received our copy today. We are so, so proud of him!
12/6/2016: For the ABA's Section of Real Property, Trust and Estate Law Mickey Davis co-presented the webinar titled "Planning for the Married Couple in an Era of Portability, Mobility, and Liability" with Turney Berry and Dick Covey.
11/15/2016: Mickey Davis presented "All About that Basis: How Income Taxes Have Reshaped Estate Planning" at the Philadelphia Estate Planning Council monthly lunch meeting in Philadelphia.
11/1/2016: Davis & Willms, PLLC receives Tier 1 ranking in Houston in Trusts & Estates Law from The Best Lawyers in America, U.S. News - Best Lawyers "Best Law Firms" for 2017.
10/28/2016: Mickey Davis and Melissa Willms co-presented "Planning for Married Clients: Charting a Path with Portability and the Marital Deduction" and "All About that Basis: How Income Taxes Have Reshaped Estate Planning" at the 42nd Annual Notre Dame Tax ansd Estate Planning Institute in South Bend, Indiana.
10/6/2016: Arielle Prangner presented "Lighting the Way to the Exit: Drafting to Facilitate Terminating Distributions by Fiduciaries" at the State Bar of Texas 27th Annual Estate Planning & Probate Drafting Course in Dallas.
9/21/2016: Melissa Willms presented "Practical Inter Vivos and Testamentary Estate Planning: Helping Our Clients Plan in a High Exemption World" at the 51st Annual Southern Federal Tax Institute in Atlanta.
9/16/2016: Mickey Davis and Melissa Willms were the speakers at the Dallas Jewish Community Foundation's 21st Annual Professional Advisors Seminar, where they presented "Maneuvering Among the Mazes & Minefields of Modern Estate Planning: Helping Our Clients Plan in a High Exemption World."
9/8/2016: Mickey Davis, Ron Aucutt, and Stephanie Loomis-Price presented the ACTEC ALI CLE webcast and telephone seminar entitled "Proposed IRS Regulations Under Section 2704 Affecting the Transfer Tax Value of Interests in Family-Owned Entities."
9/8/2016: Happy 100th Birthday Estate Tax!
9/6/2016: Mickey Davis and Melissa Willms were selected to the 2016 Texas Super Lawyers list, as published by Texas Monthly and Super Lawyers Magazine.
8/15/2016: Mickey Davis and Melissa Willms were selected by their peers for inclusion in The Best Lawyers in America 2017 in the practice area of Trusts and Estates.
7/18/2016: At the Real Property, Trust and Estate's Section of the ABA Skills Training for Estate Planners program in New York, Melissa Willms presented "Income Tax Basics for Estate Planners" and Mickey Davis presented "Fiduciary Income Taxation and Subchapter J."
6/22-24/2016: Melissa Willms served as the course director of the State Bar of Texas's 40th Annual Advanced Estate Planning & Probate course in San Antonio. At the course, Mickey Davis presented "Tax Issues in Fiduciary Litigation."
6/21/2016: Melissa Willms took part in the ACTEC ALI CLE webcast and telephone seminar entitled "Complying with the New Consistent Basis and Value Reporting Rules: A Guide for the Perplexed."
6/15/2016: Melissa Willms was part of the panel presentation "Bootcamp on Fiduciary Income Tax" at the ACTEC summer meeting in Boston.
5/31/2016: At the Houston Bar Association's Probate, Trusts and Estates Section meeting, Arielle Prangner presented "Don't Let the Door Hit You on the Way Out: Funding Agreements, Receipts and Releases, and All that Jazz."
5/31/2016: Davis & Willms welcomed our summer law clerk Andre Hays, who just finished his second year at The University of Texas School of Law in Austin.
5/20/2016: Arielle Prangner presented "Don't Let the Door Hit You on the Way Out: Funding Agreements, Receipts and Releases, and All that Jazz" at the Austin Bar Association's Estate and Probate Section meeting.
4/28-29/2016: Mickey Davis moderated and took part in the panel presentation "Ground Control to Major Tom: Clients Giving Up Control, Retaining Control, and Avoiding Being Improperly Controlled" at the State Bar of Texas 22nd Annual Advanced Estate Planning Strategies Course in Santa Fe.