john

JOHN L. FOX

John L. Fox is an Estate Planning and Probate Law Specialist for individual, professional and corporate clients. Mr. Fox furnishes sophisticated planning in various areas such as Wills and revocable inter-vivos “living” trusts, including the use of by-pass, QTIP and QDOT trusts; Trusts for generation-skipping, Life insurance and retirement benefit planning; Asset protection and family limited partnerships; Charitable and family gift planning; Wealth transfer and business succession planning; Corporate planning through the use of buy-sell, partnership, employment and incentive agreements, and complete probate and trust administration services.

Mr. Fox has been Board Certified by the Texas Board of Legal Specialization of the State Bar of Texas as an Estate Planning and Probate Law Specialist since 1983. He had several years of experience as a trust officer for a major Texas bank prior to entering the private practice of law. Mr. Fox was an instructor for three years for the Advanced Estate Planning section of the CLU and CFP certification curriculum offered through the University of Houston and sponsored by The American College, Bryn Mawr, Pennsylvania. Mr. Fox is a member of the Houston (Probate, Trusts and Estates Section) and Fort Bend County Bar Associations; the State Bar of Texas; the Houston Bar Foundation; and the Texas Academy of Probate and Trust Lawyers. He has served on the Board of the Houston Estate and Financial Forum. Mr. Fox has spoken before various civic and financial services groups and served on several boards of charitable organizations in Fort Bend County, Texas, including American Heart Association, Fort Bend Independent School District Education Foundation, Fort Bend Alliance for Drug Prevention and the Wynn and Mary Geiger Foundation. Mr. Fox has a BBA with Honors from Ohio University, Athens, Ohio (1969) and Juris Doctorate from University of Texas School of Law, Austin, Texas (1976). Mr. Fox is married with two adult sons, and served as Captain in the U.S. Air Force (separated 1973).

 

 

lisa

LISA J. KAUFMAN
of Counsel

Lisa J. Kaufman is an Estate Planning and Probate Law attorney for individual, professional and corporate clients. Lisa furnishes sophisticated planning in various areas such as Wills and revocable inter-vivos “living” trusts, including the use of by-pass, QTIP and QDOT trusts; Trusts for generation-skipping, Life insurance and retirement benefit planning; Asset protection and family limited partnerships; Charitable and family gift planning; Wealth transfer through family gift planning and business succession planning; Corporate planning through the use of buy-sell, partnership and employment agreements; and complete probate and trust administration services to executors and trustees, preparation of federal estate tax returns and distribution of large, complex estates.

Lisa has been in private law practice since 1996 and practiced in the areas of estate planning and estate administration with the firm of Vinson & Elkins, L.L.P., in Houston, Texas, prior to joining Fox & Associates, L.L.P. in 2008 where she currently serves Of Counsel. Lisa is a member of the Houston Bar Association (Real Estate, Probate and Trust Law Section); the State Bar of Texas (Real Estate, Probate and Trust Law Section and Computer and Technology Section); Fellow, Texas Bar Foundation and American Bar Association. Prior to practicing law, Lisa was a Postdoctoral Fellow at Baylor College of Medicine in Houston, Texas. Lisa has a B.A. from Chatham College (1978) member of Phi Beta Kappa, M.S. from Tulane University (1980), Ph.D. from University of Pittsburgh (1984) member of Sigma Xi, and Juris Doctorate from University of Houston College of Law (1989). Lisa and her husband, Chris, live in Galveston, Texas.