Jordan Ware

Jordan Ware is a member of Winstead's Wealth Preservation Practice Group. Jordan concentrates her practice on estate and business planning, taxation, and estate and trust administration for high-net-worth individuals, executives, and business owners. She provides guidance primarily in the areas of estate and gift tax planning, business succession planning, charitable planning, general tax and corporate planning and estate and trust administration. Jordan is a frequent speaker at estate planning and tax seminars around the country.

Representative Experience

• Design and prepare core estate planning documents, including wills, revocable trust agreements, and medical and financial powers of attorney
• Advise executors, trustees, and beneficiaries regarding the funding, administration, taxation, and distribution of estates and trusts
• Design, implement, and monitor transfer tax minimization strategies, including gifts to family trusts, installment sales to grantor trusts, grantor retained annuity trusts (GRATs), and irrevocable life insurance trusts (ILITs)
• Help entrepreneurs, business owners, and other clients shift new investment opportunities, corporate stock, and other appreciating assets to their family members in a tax-efficient manner
• Assist families with the formation of limited partnerships and limited liability companies to own and manage family farms, ranchland, mineral interests, vacation residences, and other family assets
• Design and implement business succession plans for families and key employees
• Prepare, review, and negotiate premarital and postmarital agreements
• Counsel clients relocating to Texas with regard to their estate planning and marital property matters
• Help clients protect their privacy through the anonymous acquisition of personal residences and other assets
• Assist clients making anonymous charitable donations and political contributions
• Structure charitable gifts in a tax-efficient manner, including the creation and qualification of charitable trusts, private foundations and public charities
• Prepare and review federal gift tax returns (IRS Forms 709) and federal estate tax returns (IRS Forms 706)
• Obtain private letter rulings from the IRS on estate, gift, and generation-skipping transfer (GST) tax matters
• Assist trustees with judicial and non-judicial modifications to irrevocable trusts through techniques such as trust decanting, trust combinations, and trust divisions
• Counsel corporate trustees, trust departments, and family offices regarding general administrative matters