J. David Tracy

Of Counsel, Fort Worth

J. David Tracy

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)

600 W. 6th St., Suite 300
Fort Worth, Texas 76102

Phone: (817) 877-2822
Fax: (817) 877-2807
Email: dtracy@canteyhanger.com

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

Recognized in Fort Worth Magazine for being a “Top Attorney” for 2019
Recognized in Fort Worth Inc. Magazine for being a “Top Attorney” for 2018
Recognized as a “Texas Super Lawyer for 2018” in Estate Planning and Probate by Texas Monthly Magazine in the special September/October issue,
Listed in The Best Lawyers in America in the fields of
Tax Law, and Trusts and Estates, 1995-2021
Employee Benefits (ERISA) Law, 2007-2021
by Woodward/White, Inc.
Recognized as a “Super Lawyer”, by Super Lawyers, a Thomson Reuters rating service,
2003 – 2018
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)

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J. David Tracy

Of Counsel, Fort Worth

Principal Practice Areas

Education

Firm News