Estate Planning Series - Revocable Trust

About the Episode

In the final part of the Estate Planning Series, Ilona and Amy discuss a Revocable Trust and what that means in regards to asset allocation.

About the Guest

Amy Koontz

Partner, Husch Blackwell LLP

Amy concentrates her practice on estate planning and estate and trust administration. She has helped to design and implement numerous plans to minimize gift, estate and generation-skipping transfer taxes that are associated with succession planning for individuals and privately held businesses. Additionally, Amy develops core estate planning documents such as wills, revocable living trusts, premarital agreements, marital property agreements, financial powers of attorney and healthcare powers of attorney. Amy has extensive experience advising fiduciaries in administering trusts and estates to minimize risks, avoid litigation, and effectively settle disputes without court intervention. She also frequently represents beneficiaries in connection with the administration of estates and trusts. Amy is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.

Contact Amy

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