Harry W. Wolff III
Partner
Harry W. Wolff III counsels clients on a full range of legal issues related to taxation, business planning and succession, estate planning and probate.
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- Address4040 Broadway, Suite 430
Biography
Harry W. Wolff III counsels clients on a full range of legal issues related to taxation, business planning and succession, estate planning and probate. He focuses his practice on sophisticated estate and business succession planning for high net-worth individuals, families and land owners, and has extensive experience in the preparation and filing of transfer tax returns and the formation, operation and governance of closely held businesses and nonprofit organizations. He also advises clients on general tax planning, business succession planning for closely held businesses, reporting, and compliance matters.
Professional Qualifications
Admitted to State Bar of Texas in 2006
Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization
Admitted to United States Tax Court
Education:
University of Houston, J.D., 2006
The University of Texas at Austin, B.S., 2000
Representative Experience
- Prepares wills, trust agreements and other estate planning and incapacity planning documents for individuals and families.
- Assists clients in all areas of wealth transfer planning, including estate and gift tax planning, income tax planning, tax compliance, and the succession of family owned businesses and charitable planning.
- Advises clients regarding asset protection issues, including the formation and operation of limited partnerships and limited liability companies, pre and post marital agreements, and the creation of asset protection trusts.
- Represents corporate and individual fiduciaries in all areas of probate and estate administration, including the preparation of federal estate and gift tax returns.
- Represents clients in connection with disputes concerning Federal transfer taxes.
Professional Affiliations and Awards
- American Bar Association
- Real Property, Trust and Estate Law Section Member
- Taxation Section Member
- State Bar of Texas
- Taxation Section Member
- Real Estate, Trust and Probate Law Section Member
- San Antonio Estate Planners Council, Board of Governors
- State Bar of Texas Advanced Estate Planning Course, Planning Committee 2014
- State Bar of Texas Intermediate Estate Planning Course, Planning Committee 2015
- S.A. Scene, “San Antonio’s Best Lawyers,” 2011
- S.A. Scene, “San Antonio’s Rising Stars,” 2013
Publications
- Speaker, Planning for Digital (and Other “Hard to Plan For”) Assets, 2018 Docket Call in Probate Court Course, San Antonio Estate Planners Council February 15, 2018.
- Speaker, Planning for the Unexpected: Drafting for Beneficiaries Who Can’t (or Won’t) Protect Themselves, 2017 Advanced Estate Planning Drafting Course, State Bar of Texas October 27, 2017.
- Speaker, Grantor Trusts: What, How and When, State Bar of Texas Intermediate Estate Planning Course, June 9, 2015.
- Speaker, Preparing Form 706 (how to use the schedules in conjunction with the preparation of an Inventory, even in non-taxable estates), State Bar of Texas Intermediate Estate Planning Course, June 9, 2014.