J. David TracyPartner, Fort Worth

David Tracy represents high net worth individuals, as well as family owned entities, in the planning, structure, and implementation, of various strategies involving tax, asset, and succession planning. David also serves as a consultant to a client's other professionals on complex federal tax matters.

Principal Practice Areas

Education

  • Southern Methodist University (LL.M., 1971) – Taxation
  • The University of Texas School of Law (J.D., 1970)
  • The University of Texas (B.A. with Honors, 1968)
  • Wealth transfer planning for individuals and families, including business succession planning
  • Estate planning
  • Probate and trust law
  • ERISA, employee benefits, and individual retirement accounts planning
  • Partnerships (including specifically limited partnerships), limited liability companies, and corporations — with emphasis on tax planning issues
  • Licensed to practice in Texas, 1970
  • Admitted to U.S. District Court Northern District of Texas
  • Admitted to U.S. Court of Appeals 5th Circuit
  • Admitted to U.S. Tax Court
  • Admitted to U.S. Supreme Court
  • Board Certified — Tax Law — Texas Board of Legal Specialization
  • Board Certified — Estate Planning & Probate Law — Texas Board of Legal Specialization
  • Listed in The Best Lawyers in America in the fields of Tax Law, Employee Benefits (ERISA) Law, as well as Trusts and Estates by Woodward/White, Inc. 2013
  • Listed in Super Lawyers in the fields of Estate Planning & Probate, Tax, and Employee Benefits/ERISA by Super Lawyers, a Thomson Reuters rating service, 2003 – 2015
  • Named 1982 Outstanding Young Lawyer — Tarrant County Young Lawyer’s Association
  • Lecturer in Law, Southern Methodist University School of Law (1975-77). Added the Advanced Corporate Taxation course to the curriculum in the Master of Laws Graduate Tax Program.
  • Fellow, American College of Trust and Estate Counsel (ACTEC)
  • Board of Directors, Texas Academy of Probate & Trust Lawyers — Chair (2003-2005)
  • Real Estate, Probate & Trust Law Section, State Bar of Texas — Section Chair (1991-1992)
  • Tax Advisory Commission, Texas Board of Legal Specialization (1987-2000) and (Chair 1999-2000)
  • Fort Worth Business & Estate Council — Chair (1984-1985).
  • Sustaining Life Fellow, American Bar Foundation
  • Sustaining Life Fellow, Texas Bar Foundation
  • Sustaining Charter Fellow, Tarrant County Bar Foundation
  • Charter Member, College of the State Bar of Texas
  • Board of Directors, The Fort Worth Public Library Foundation (1993-1999)
  • Tax Counsel (Pro Bono), Historic Fort Worth, Inc.
  • Board of Directors, Tarrant County Convention Center (1983-1989); Chairman (1986-87).
  • Board of Directors, Fort Worth Convention and Visitors Bureau (1986-1989); Member, Executive Committee (1986-1989).
  • Board of Directors, Mental Health Association of Tarrant County (1975-78).
  • Board of Directors, Shakespeare in the Park, Inc. (1979-81).
  • Texas Tax Service – Chapter 16 (Rental and Lease Transactions), Matthew Bender & Co. (1984)
  • Southwestern Law Journal (1971, 1974, 1975, and 1976)
  • The Business Lawyer (1976)
  • Texas Bar Journal (1976)
  • Community Property Law Journal (1976)
  • Taxes Magazine (1976)

Speaking Engagements (listed by Course Sponsor)

  • State Bar of Texas (1975, 1978, 1980, 1982, 1992, 1999, 2000, 2003 and 2006)
  • University of Texas School of Law — Current Issues Affecting Partnerships, Limited Partnerships and LLCs (2005)
  • Southern Methodist University School of Law (1976 and 1979)
  • Trust Division of the Texas Bankers Association (1978 and 1989)
  • Southwestern Legal Foundation — now the Center for American and International Law (1984)
  • CLE International (2001)
  • National Association of Personal Financial Advisors Conference (1996)