Attorneys

Headshot of Shelli A. Harveson

Shelli A. Harveson,
Principal Attorney

CONTACT:

201 Main Street, Suite 801

Fort Worth, Texas 76102

PRACTICE DESCRIPTION

Ms. Harveson practices estate planning, trust and probate law. In her estate planning practice, she focuses on helping individuals and families to define their distribution goals and assess their financial circumstances in order to create an estate planning strategy tailored to accomplish those goals while minimizing transfer tax exposure.

Ms. Harveson’s probate practice consists of assisting clients with:

  • Estate administration
  • Trust administration
  • Fiduciary and beneficiary representation

She also assists clients with:

  • Entity selection and formation
  • Family business succession planning
  • Wealth transfer to future generations
  • Strategies to minimize estate and gift taxation

EDUCATION

  • Texas Christian University (B.A. History, Magna Cum Laude, 1994)
  • University of Houston Law Center (J.D., Cum Laude, 1999)

PROFESSIONAL ADMISSIONS

  • State Bar of Texas, 1999