Alisa Hoggatt | Estate Planning

Alisa Hoggatt |

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Firm Summary

Alisa M. Hoggatt concentrates her practice in estate planning and probate law, business planning and tax law. Her practice includes estate planning, providing estate administration and probate services to executors, trustees, heirs and beneficiaries in matters involving probate, estates, and trusts, general business matters, formation and financing of business ventures, entity choice and formation considerations for business entities, asset protection, and tax planning for businesses and their  owners.

Ms. Hoggatt received her L.L.M. in Taxation in 2012 and her Juris Doctorate degree in 2008, both from the University of Houston Law Center. She received a Bachelor of Arts in Government from The University of Texas at Austin in 2005.

Prior to starting her own practice, Ms. Hoggatt was an associate at Rapp & Krock, PC, and prior to that The Shanks Law Firm, both in Houston, Texas. Ms. Hoggatt is a member of the Galveston County Bar Association, The Bay Area Bar Association, the State Bar of  Texas, and the Houston Attorneys in Tax and Probate. Ms. Hoggatt is admitted to practice before Texas State Courts, the United States District Court for the Southern District of Texas, and the United States Tax Court.

Representative Clients

• Represented individuals in their respective roles as trustees, administrators, and/or executors of trusts and estates.
• Counseled and represented individuals on matters involving their lifetime planning and planning for the disposition of their assets at death.
• Counseled clients regarding tax savings strategies through the establishment of Family Limited Partnerships.
• Represented individuals in establishing a gifting plan to help reduce estate tax liability and ensure an orderly succession of the family business.
• Represented individuals with real estate holdings outside the state of Texas by establishing revocable living trusts to hold those assets, so as to avoid probate in other states.
• Represented individuals with estates valued from several thousand to several million dollars in the preparation of appropriate estate planning documents.
• Represented couples in the preparation of estate planning documents which allow them to maximize the amount of assets they can ultimately transfer free of estate tax or that minimized estate taxes while retaining flexibility for the client.
• Represented individuals with children with special needs in establishing special needs trusts.
• Represented clients with the entity selection process and the drafting and negotiation of formation, governance and buy-sell documents.
• Drafted and reviewed contracts for various corporate clients, including employment agreements, lease agreements, and construction contracts.
• Assisted companies with succession transitioning of their ownership and operations of business to their children.