Michele A. Mobley

Partner

Contact Information:


VCard: Michele Mobley_1.vcf

Phone Number: (512) 381-8030
Fax Number: (512) 457-8008

michelemobley-martindalehubbel

Practice Areas:

Michele A. Mobley practices in the area of estate planning. She received her B.A. degree, with honors, from Texas A&M University and her J.D. degree, with honors, from Duke University where she was a member of the Duke Law Journal and was elected to the Order of the Coif. She is licensed to practice in Texas, New York and Florida and before the U.S. Tax Court. She is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and is a member of the College of the State Bar of Texas. She has been selected by her peers as a Best Lawyers in America, and as a Texas Super Lawyer in the area of estate planning and probate. She is AV rated by Martindale Hubbell legal directory. Her practice encompasses a wide range of estate planning subjects, such as wills drafting, trust drafting, estate and trust administration, estate tax, fiduciary income tax, business succession planning, charitable planning and advising non-profits. She has spoken to varied audiences on the subjects of limited liability companies, family limited partnerships, estate planning for the family business owner, planned giving techniques, donor advised funds, legal issues fund raisers face and planning for retirement assets, and executive compensation. Michele has three children.

Education:

  • Duke University, J.D., with high honors, Order of the Coif (1990)
  • Texas A&M University, B.A., Philosophy; B.A., Physics, both with honors (1987)

Professional Affiliations:

  • Selected for the Martindale-Hubbell® Bar Register of Preeminent Women Lawyers, 2011
  • The Association of Former Students, Texas A&M University; Board Member, 2010-present
  • Austin Bar Association (Probate and Estate Planning Section; Business, Corporate and Tax Section)
  • American Bar Association (Section of Taxation; Co-Chair, Employee Benefits Committee, 2000-2004)
  • State Bar of Texas (Chairman, Estate and Inheritance Tax Committee, Section of Taxation, 2000; Vice Chairman, 1998-1999)
  • State Bar of New York
  • State Bar of Florida
  • The National Committee on Planned Giving, member
  • The University of Texas at Austin Planned Giving Advisory Board, member
  • Texas A&M Foundation’s Planned Giving Council, member
  • Duke University Estate Planning Council, member
  • University of Texas at Austin College of Engineering Foundation Advisory Council, member 2007-2011
  • The University of Texas at Austin College of Natural Sciences Foundation Advisory Council, member 2008-2012
  • Dean’s Development Council of Texas A&M University College of Liberal Arts

 

Publications & Presentations:

  • Co-Author/Presenter, “Transfers of Legacy Real Estate,” State Bar of Texas 23rd Annual Estate Planning and Probate Drafting Course, Dallas, Texas October 2012
  • Author/Presenter, “Post-Appreciation Event Planning,” ML&R Lunch Series, November 2011
  • Author/Presenter, “The Well-Prepared Executive: Personal Wealth Preservation Strategies,” co-presenter with Robert Barbetti of JP Morgan, State Bar of Texas Advanced Estate Planning and Probate Course, June 2006
  • Author/Presenter, “Trust Protectors: Fiduciaries or Not?,” Duke Estate Planning Conference, October 2004
  • Author/Presenter, “Donor Advised Funds as Alternatives to Private Foundations,” The Trust Company, San Antonio, Texas, October 2004
  • Author/Presenter with Michael Hatfield and Ryland Howard, “ Gifts of Specific Non-Cash Assets," State Bar of Texas Charitable Giving Course, July 2004
  • Author/Presenter with Bryan W. Lee and JP Morgan Chase Bank, “Executive Compensation: Options and Beyond,” Austin In-House Counsel Lunch, June 2003
  • Author/Presenter, “Drafting Fiduciary Powers, Including Trust Protector Provisions,” State Bar of Texas Advanced Drafting: Estate Planning and Probate Course 2002
  • Author/Presenter, “Legal Issues Fundraisers Face,” State Bar of Texas Representing Nonprofit Organizations Seminar, June 2002
  • Author, “Donor-Advised Funds: An Alternative to Private Foundations,” Texas Tax Lawyer, May 2002
  • Author/Presenter, “Planned Giving: Directing Where the Money Goes,” The Financial Planning Association of Greater Austin, February 2002
  • Author/Presenter, “Donor-Advised Funds: An Alternative to Private Foundations,” The El Paso Planned Giving Council Annual Meeting, July 2001
  • Texas A&M Foundation presentation on Planned Giving Techniques, 1999 and 2001
  • Author, “Recent Developments in Estate Tax,” Texas Tax Lawyer, October 2000
  • Author/Presenter, “Drafting Buy-Sell Agreements,” State Bar of Texas 10th Annual Advanced Drafting: Estate Planning and Probate Course, 1999
  • Author, “Grantor Retained Annuity Trusts: Transferring Stock While Minimizing Transfer Tax,” Community Bankers’ Update, Spring 1999
  • Texas Association of Museums, presentation on Planned Giving Techniques, 1998 and 1999
  • Jenkens & Gilchrist Corporate Luncheon Series, presentation on Pre-IPO Estate Planning, 1997
  • Lorman Business Institute presentation on Tax-Exempt Organizations and Planned Giving Techniques, 1996 and 1997
  • Co-Author with Henry Talavera and Riva T. Johnson, “What Are a Spouse’s Rights in Retirement Plans and IRAs?,” Estate Planning, March 1996
  • Independent Bank Services presentation on Family Limited Partnerships, 1996
  • Presenter, “Key Issues in Estate Planning and Probate in Texas,” National Business Institute, October 1995
  • Presenter, “Estate Planning for Family Business Owners,” Texas Society of CPAs full-day seminars, 1995-1998
  • New York State Bar Association presentation on Limited Liability Companies, 1994

Principal office is located in Austin, Texas. Unless otherwise noted, attorneys are Not Certified by the Texas Board of Legal Specialization. William D. Wiese is the attorney responsible for the content of this page.