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Jenna Wallace - Midland, TX

500 West Illinois Ave.Suite 300 Midland, TX 79701 - 4337

Updated: 12/12/2023

Midland Estate Planning Lawyer

Overview

Jenna is an associate attorney practicing in the Estate Planning, Probate and Trust Section of Cotton Bledsoe Tighe & Dawson, PC in Midland, Texas. Jenna is licensed to practice in Texas, New Mexico, and Oklahoma.

AREAS OF CONCENTRATION

Estate Planning

A significant portion of Jenna's practice is devoted to the preparation of wills and the creation and modification of trusts...

Jenna is an associate attorney practicing in the Estate Planning, Probate and Trust Section of Cotton Bledsoe Tighe & Dawson, PC in Midland, Texas. Jenna is licensed to practice in Texas, New Mexico, and Oklahoma.

AREAS OF CONCENTRATION

Estate Planning

A significant portion of Jenna's practice is devoted to the preparation of wills and the creation and modification of trusts. Jenna assists her clients in creating, implementing, and modifying estate plans that accomplish clients' key objectives and goals regarding the disposition of estates and assets or to address changes in family or financial situations. She prepares specialized estate plans designed to reduce or avoid estate, gift, and generation-skipping transfer taxes.

Probate, Estate, and Trust Administration

Jenna also dedicates a significant part of her practice to advising fiduciaries and estate beneficiaries in matters relating to the probate of estates of decedents. She advises surviving spouses of decedents regarding their statutory rights and advises fiduciaries, such as executors, administrators, and trustees, regarding the disposition of decedents' estates in both contested and uncontested matters. In addition to original probate proceedings in Texas, New Mexico, and Oklahoma, Jenna also handles ancillary probates of non-resident decedents who owned property in Texas, New Mexico, and Oklahoma.

Incapacity Planning

Jenna spends a significant amount of time advising clients with making decisions related to their care and the management of their property in preparation for any period of incapacity. She advises clients about Directives to Physicians (Living Wills), Medical Powers of Attorney, Statutory Durable Powers of Attorney, and Revocable (Living) Trusts. In addition, she advises clients about the option of pre-need guardian designations, including care for minor children.

Asset Protection

Jenna's practice also involves advising clients concerning lawful asset protection techniques, including the establishment of family limited partnerships and limited liability companies, separate property trusts, gun trusts, and the preparation of pre-marital and post-marital property agreements, and transmutation agreements.

Family Wealth Transfers

Part of Jenna's practice involves helping families plan for the orderly transfer of family assets. She advises business owners develop and implement succession plans to help family businesses thrive after the founding generation retires or passes away. Including representation of family offices, she counsels clients on the equitable division of estates. Jenna also commonly advises owners of oil and gas interests regarding transfer techniques designed to avoid further fractionalization of interests over time.

About Jenna Wallace

Current Employment Position(s)

  • Associate Attorney

Languages

  • English

Practice Areas

  • Estate Planning
  • Incapacity Planning
  • Probate, Estate and Trust Administration
  • Asset Protection
  • Family Wealth Transfers

Litigation

  • 0%

Qualifications

Bar Admissions

  • Texas, 2018
  • New Mexico, 2019
  • Oklahoma, 2021

Other Affiliations

  • Midland/Odessa Business and Estates Council, 2018 - Present (Member)
  • Midland County Bar Association, 2018 - Present (Member)
  • Real Estate, Probate & Trust Law Section, State Bar of Texas, 2018 - Present (Member)
  • Real Property, Trust & Estate Law Section, State Bar of New Mexico, 2019 - Present (Member)
  • College of the State Bar of Texas, 2019 - Present (Member)

Past Positions

  • Stoel Rives LLP, Associate, 2021 - 2022

Education

  • Texas Tech University School of Law, Lubbock, Texas, 2018
    J.D.
    Honors: magna cum laude
    Honors: Phi Delta Phi
    Honors: Legal Practice Top Brief Award
    Honors: M. Penn L. Award
    Honors: Grimes Family Service Award
    Honors: Dean's List
    Law Review: Texas Tech Law Review, Articles Editor, 2017 - 2018
  • Texas Tech University, Lubbock Texas, 2018
    M.S.
    Major: Personal Financial Planning
  • University of California, Berkeley, California, 2012
    B.A.
    Major: Political Science

Fraternities and Sororities

  • Delta Theta Phi
  • Phi Delta Phi

Fees

Accepts Credit Cards

Articles

Published Works

  • Shared Meter Setups: A Harmful Gap in Texas Landlord-Tenant Law That Needs to Be Filled, 50 Tex. Tech. L. Rev. 375 (2018), 2018

Office Information

Address

500 West Illinois Ave.Suite 300 Midland, TX 79701 - 4337

Fax

  • 432-682-3672

Achievements

Honors

  • Grimes Family Service Award
  • Legal Practice Top Appellate Brief Award
  • M. Penn L. Award

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