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 2024*

Martindale-Hubbell® AV Preeminent Rating Badge

*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
Texas Bar College

SPEAKING ENGAGEMENTS

Build and Increase Your Estate Planning Consulting Practice - June 2023 - Texas Society of Certified Public Accountants
Increase Your Expertise in Estate Planning Strategies  - March and April 2023 - South Texas Chapter of the American Academy of Attorney-CPAs
Build and Increase Your Estate Planning Consultation Practice - January 2023 - Houston Chapter of TSCPA
Tax Planning in 2022 - January 2022 - Houston Chapter of Texas Society of Certified Public Accountants
Tax Planning in 2021: How Clients May Lock in Some Significant Current and Future Tax Savings Now, Before Taxes Increase - January 2021 - Houston Chapter of Texas Society of Certified Public Accountants
How Clients May Lock in Future Tax Savings Now, Before Taxes Increase After the Election - July 30, 2020 - American Academy of Attorney-CPAs
Strategies to Reduce Income Tax and Estate Tax, Including Special Trusts, Legal Micro Captives, and ESOPs - May 27, 2020 - Clear Law Webinar
What You Can Do Now Before Taxes Increase . . . And They Will Increase - May 12, 2020 - Caton Figueroa Webinar
Planning to Save Income Tax and Estate Tax - January 6, 2020 - Houston CPA Tax Expo
Estate Planning After the TCJA to Save Income Tax and Estate, Gift, and Generation Skipping Taxes - April 26, 2019 and May 17, 2019 - American Academy of Attorney-CPAs (National teleconference)
Estate Planning After the TCJA to Save Income Tax and Estate, Gift, and Generation Skipping Taxes - January 7, 2019 - Houston CPA Tax Expo
Estate Planning After the TCJA to Save Income Tax and Estate, Gift, and Generation Skipping Taxes - November 15-16, 2018 - Texas Society of Certified Public Accountants' Texas Tax Institute in Dallas and San Antonio
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