AMH – 2

Alisa M. Hoggatt

Attorney
Alisa M. Hoggatt

Alisa M. Hoggatt concentrates her practice in business, estate planning, probate, and tax law.  Her practice includes general business matters, formation and financing of business ventures, entity choice and formation considerations for business entities, mergers and acquisitions, tax planning for businesses and their owners, asset protection and estate planning, and providing estate administration and probate services to executors, trustees, heirs, and beneficiaries in matters involving probate, estates, and trusts.

Ms. Hoggatt concentrates her practice in business, estate planning, probate, and tax law

Ms. Hoggatt received her L.L.M. in Taxation in 2012 and her Juris Doctorate degree in 2008, both from the University of Houston Law Center. She received a Bachelor of Arts in Government from The University of Texas at Austin in 2005.

Prior to joining Rapp & Krock, PC, Ms. Hoggatt was an associate at The Shanks Law Firm in Houston, Texas. Ms. Hoggatt is a member of the Houston Bar Association, the State Bar of Texas, and the Houston Attorneys in Tax and Probate. Ms. Hoggatt is admitted to practice before the Texas State Courts, the United States District Court for the Southern District of Texas, and the United States Tax Court.

Representative Matters

  • Represented numerous individuals in their respective roles as trustees, administrators, and/or executors of trusts and estates.
  • Counseled and represented numerous individuals on matters involving their lifetime planning and planning for the disposition of their assets at death.
  • Counseled numerous clients regarding tax savings strategies through establishment of Family Limited Partnerships.
  • Represented individuals in establishing a gifting plan to help reduce estate tax liability and ensure an orderly succession of the family business.
  • Represented individuals with real estate holdings outside the state of Texas by establishing revocable living trusts to hold those assets, so as to avoid probate in other states.
  • Represented numerous individuals with estates valued from several thousand to several million dollars in the preparation of appropriate estate planning documents.
  • Represented numerous couples in the preparation of estate planning documents which allow them to maximize the amount of assets they can ultimately transfer free of estate tax or that minimized estate taxes while retaining flexibility for the client.
  • Represented many individuals with special needs children in establishing special needs trusts.