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Leonard Weiner, J.D., C.P.A., M.B.A, AEP®

CERTIFICATIONS

  • Estate Planning and Probate Law - Texas Board of Legal Specialization
  • Tax Law – Texas Board of Legal Specialization
  • Certified Elder Law Attorney – National Elder Law Foundation
  • Certified Public Accountant – Texas
  • Accredited Estate Planner (AEP®) by the National Association of Estate Planners and Councils

EDUCATION

  • Wharton School of Finance (BS)
  • Georgetown University Law (JD)
  • University of Maryland (MBA)

AWARDS

  • Recognized in 2012 by Law.com as one of “Texas’ Top Rated Lawyers in Estate Planning
  • Recognized in 2012 and 2103 by Texas Monthly as an "Outstanding Estate Planner"
  • Named as a Texas Super Lawyer in Tax Law by Super Lawyers, a publication of Thomson Reuters – 2011
  • President's Award – Houston Bar Association – Outstanding Service to the HBA as Chairperson of Continuing Legal Education - 1982-1983
  • Presidential Citation – Houston Chapter of Texas Society of Certified Public Accountants – Valuable Contribution
  • Award for Outstanding Achievement – American Association of Attorney - Certified Public Accountants, Inc. - 2004
  • Peer Rated AV Preeminent® for Highest Level of Professional Excellence by Martindale-HubbellSM from 1987 to 2017*     

*AV®, AV Preeminent®, Martindale-Hubbell DistinguishedSM and Martindale-Hubbell NotableSM are Certification Marks used under license in accordance with the Martindale-Hubbell® certification procedures, standards and policies (www.martindale.com/ratings).

HELPS CLIENTS WITH

  • Tax and Non-Tax  Estate Planning
  • Tax Planning to save income tax
  • Planning to save estate tax, gift tax and generation skipping (grandchildren's) (GST) tax
  • Asset Preservation
  • Wills, Trusts, Estates, and Probate
  • Tax Litigation
  • Tax Collection Resolution
  • Business Planning
  • Life Insurance Trusts
  • Optimum Trusts to save both income and estate taxes and protect beneficiaries
  • Creating and Maintaining Corporations, LLCs, Partnerships (General and Limited), and LLPs
  • Contracts and Negotiations
  • Mergers and Acquisitions
  • Succession, Exit, and Transition Planning
  • IRS Audits
  • Criminal Tax Defense
  • Will and Trust Contests
  • Business Law
  • Retirement Plans for Businesses and their Owners
  • Retirement Tax Planning for Businesses, their Owners and for Individuals (not investment advice)
  • Elder Law
  • Pre- and Post- Nuptial Agreements
  • Buy-Sell Agreements
  • ESOPs
  • U.S. Domestic Captive Insurance Companies to save premium cost and taxes to fund reserves
  • Private Charitable Foundations and other Charitable Planning
  • Special Needs Trusts
  • Beneficiary Directed &/or Controlled Trusts

FORMER OFFICES

  • National Chair and Currently Member of the Executive Committee of Synergy Summit, composed of two American Bar Association (“ABA”) Sections, two American Institute of Certified Public Accountants (“AICPA”) Sections, American Association of Attorney – Certified Public Accountants, Inc. (“AAA-CPA”), National Association of Estate Planners & Councils (“NAEPC”), National Association of Elder Law Attorneys (“NAELA”), Society of Financial Service Professionals (“SFSP”), the Partnership for Philanthropic Planning (“PPP”), and Society of Tax and Estate Professionals (“STEP”)
  • Board of Directors Member for the Texas Society of Certified Public Accountants (“TSCPA”)
  • President of Houston Chapter of the Society of Financial Service Professionals (“SFSP”)
  • National President of the AAA-CPA and former President of its Texas Chapter
  • President, Texas Chapter of the National Academy of Elder Law Attorneys, Inc. (NAELA)
  • Chairman, Houston Tax Forum
  • Houston Bar Association:  Treasurer; Director; and Chairman of its (a) Section of Taxation, (b) Finance Committee, and (c) Continuing Legal Education Committee

MEMBERSHIP

  • American Bar Association ("ABA")
  • American Academy of Attorney – Certified Public Accountants, Inc. ("AAA-CPA")
  • National Association of Estate Planners & Councils ("NAEPC")
  • Texas Society of Certified Public Accountants ("TSCPA") and its Houston Chapter
  • Wealth Counsel
  • The College of the State Bar of Texas.

SPEAKING ENGAGEMENTS

  • Income Tax & Estate Planning in 2018 After Passage of the Tax Cut & Jobs Act - January 9, 2018 - Houston CPA Tax Expo
  • Income & Estate Planning in 2017 - January 9, 2017 - Houston CPA Tax Expo
  • Income Tax & Estate Planning in the AFTRA-Math; It's Not Only How Much Clients Make, It's How Much They Keep - November 9, 2016 - American Academy of Attorney-CPAs
  • Income Tax & Estate Planning in the AFTRA-Math; It's Not Only How Much Clients Make, It's How Much They Keep - January 11, 2016 - Houston CPA Society
  • Tax Planning in the AFTRA-Math; It’s Not Only How Much Your Clients Make, It’s How Much They Keep - September 25, 2014 - Financial Planning Association of Houston
  • Solve the Rubik’s Cube of Financial Planning After ATRA:  Combine Tax and Estate Planning with Investment and Insurance Planning to Increase Value, Wealth, Protection, and Peace of Mind For Your Clients – March 20, 2014 – Northwestern Mutual Life Insurance Company
  • New Paradigm in Tax & Estate Planning After ATRA
  • Succession Planning – August 15, 2013 – Advisors Financial Group, Houston, Texas
  • Income and Estate Tax Planning in 2013 – June 20, 2013 – Houston Chapter – Texas Society of Certified Public Accountants
  • Tax & Estate Planning After ATRA – April 19, 2013 – American Association of Attorneys and Certified Public Accountants
  • Tax Planning in 2013
  • Estate and Tax Planning After ATRA – January 22, 2013 – Manatee County, Florida Estate Planning Council
  • What to Do in 2012 to Permanently Save Significant Amounts of Future Tax
  • Help Your Clients Save a Significant Amount of Tax
  • Increase Your Income and Help Clients Save Significant Taxes in 2012 – May 17, 2012 for Northwest Mutual Life Insurance Company
  • Wealth Transfer Opportunity:  Quantifying the Benefit – April 3, 2012 for Prudential Insurance Company



© 2018 Leonard Weiner Law, PLLC | Disclaimer
5599 San Felipe, Suite 900, Houston, TX 77056
| Phone: 713-624-4294

Estate Planning | Business Law | Business Succession Planning | Tax Law | | Attorneys

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©  Leonard Weiner Law, PLLC | Disclaimer
5599 San Felipe, Suite 900, Houston, TX 77056
| Phone: 713-624-4294

Law Firm Website Design by
Zola Creative