Practice Expertise

  • Tax
  • Private Wealth Advisors
  • Fiduciary Litigation
  • Tax-Exempt, Nonprofits and Charities

Areas of Practice

  • Fiduciary Litigation
  • Private Wealth Advisors
  • Tax
  • Tax-Exempt, Nonprofits and Charities

Profile

Terri is co-head of the firm’s Business Practice Group. She focuses her practice on personal tax planning, with particular emphasis on structuring estate plans for high wealth individuals. She also has developed extensive experience in government ethics laws, and uses that expertise to represent officials in the federal administration. 

Bar Admissions

    Education
    JD, SMU Dedman School of Law, Southwestern Law Review, Managing Editor, Order of the Coif, 1978

    BA, Southern Methodist University, with highest honors, 1975

    Areas of Practice

    • Fiduciary Litigation
    • Private Wealth Advisors
    • Tax
    • Tax-Exempt, Nonprofits and Charities

    Professional Career



    Articles

    • Estate Planning Basics, Straightline
    • Seven Legal Steps to Consider When Caring for an Elderly Parent, Straightline

    Meet our Firms and Professionals

    WSG’s member firms include legal, investment banking and accounting experts across industries and on a global scale. We invite you to meet our member firms and professionals.