DAVID C. LAMON
Having been with the firm since 1977, David C. Lamon leads the estate planning practice group at Reagan Burrus. He is board certified in Estate Planning & Probate by the Texas Board of Legal Specialization, and has experience counseling a wide variety of clients. He plans estates ranging in size from modest estates to multimillion dollar estates. This includes preparing complex wills, containing provisions for testamentary trusts, marital deduction trusts, generation skipping trusts, life insurance, guardianship designations, and powers of appointment (both general and special). David also assists clients by executing durable general and medical powers of attorney, HIPPA authorizations, and directives to physicians. He also prepares estate and gift tax returns.
David has successfully counseled clients in transferring a family business from one generation to the next. He has helped clients establish family limited partnerships, corporations, private foundations, charitable trusts, limited liability companies, revocable and irrevocable trusts, pourover trusts, insurance trusts, Crummey trusts, and buy-sell agreements.
J..D., The University of Texas School of Law, 1973
B.A., The University of Texas at Austin, 1970
State of Texas, 1973
United States Tax Court, 1979
Professional and Community Involvement:
American Bar Association - Business Law; Law Practice Management; Taxation; Estate and Gift Sections
Comal County Bar Association
San Antonio Estate Planners Council
State Bar of Texas - Real Estate, Estate, Probate and Trust Law and Taxation Law; Business Law Sections
College of State Bar of Texas
Texas Academy of Estate Planning and Probate Law
Texas Board of Legal Specialization - Exam Coordinator, Estate Planning and Probate Law, 2008 to present
Planning Committee for the State Bar of Texas 2010-2011 Estate Planning and Probate Drafting Courses
New Braunfels Chamber of Commerce
New Braunfels Rotary Club
Braunfels Foundation Trust, Vice President - 2011
Author/Speaker for the State Bar of Texas 2011 Advanced Estate Planning and Probate Course, How to Prepare for the Estate Planning Specialization Exam
Author/Speaker for the State Bar of Texas 2011 Estate Planning and Probate Drafting Course, "Business Succession Planning: Daddy's Dyin' … Who's Got the Buy-Sell?"
401 Main Plaza, Suite 200 ♦ New Braunfels, TX 78130
Phone: (830) 625-8026