Planning Estate
Resume:
Karen S. Gerstner
Attorney at Law
KAREN S. GERSTNER & ASSOCIATES, P.C.
Houston, Texas 77005-2448
Fax 713-***-****
*****@***********.***
Professional Memberships and Certifications
Board Certified, Estate Planning and Probate Law, Texas Board of Legal Specialization,
1986 - present
Fellow, American College of Trust and Estate Counsel (Member, Employee Benefits in
Estate Planning Committee)
Member, Houston Bar Association
N Past Chair and member, Probate, Trusts and Estates Section (Immediate Past Chair,
2000-2001; Chair, 1999-2000; Chair-Elect, 1998-1999; Vice Chair, 1997-1998;
Secretary, 1996-1997; Treasurer, 1995-1996; Council Member, 1991-2001)
N Past Chair, Elder Law Committee, 1991-1992; Elder Law Seminar Chairman, 1992-
1993; Co-Author, HBA Elder Law Handbook, 1995-2009
N Treasurer, Law Practice Management Section, 1996-1997
Past President and member, Houston Estate and Financial Forum (Immediate Past President,
2007-2008; President, 2006-2007; Vice President; 2005-2006; Secretary, 2004-2005;
Treasurer, 2003-2004; Director, 1995-2008)
Past President and member, Planned Giving Council of Houston (President, 1993-1994;
Secretary, 1991-1992; 1992 Annual Conference Chairman)
Member, Supreme Court of Texas Admissions Committee, 1982-1997
Member, State Bar of Texas Real Estate, Probate and Trust Law Section
N Trust Law Editor of the Section's Quarterly Newsletter, 1988-1992
N Co-Chairman, Committee on Revising the Texas Guardianship Statutes, 1990-1992
(and committee member, 1988-1990)
Fellow, Houston Bar Foundation, Texas Bar Foundation
Other Professional Memberships: American Bar Association (and Section on Real Property,
Trust and Estate Law); College of the State Bar of Texas; Attorneys in Tax and Probate
(former officer); Disability and Elder Law Attorneys Association; Houston Business and
Estate Planning Council; National Association of Estate Planners & Councils
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Other Professional Matters
AV rating, Martindale-Hubbell
Texas "10 year Super Lawyer": 2003, 2004, 2005, 2006, 2007, 2008, 2009, 2010, 2011, 2012
Five Star Professional, 2012
H Texas, Top Lawyer, 2012
Frequent Radio Talk Show Guest: AM 700 - KSEV The Voice, "Money Matters" with
Steve Drake
Former Radio Talk Show Guest: AM 650 - Talk Radio, "Mid-day Money Talk" with Dr.
Kay Copley
Former professor, estate planning and probate law, Southwestern Paralegal Institute, 1982-
1983
Law Clerk, U.S. Magistrate for the Southern District of Texas, 1980-1981
Prior Law Firm Experience
Partner, Davis, Ridout, Jones & Gerstner, L.L.P., January 1999 - December 2003
Partner, Dinkins Kelly Lenox Gerstner & Lamb, L.L.P., January 1988 - December 1998
Associate Attorney, Dinkins, Kelly & Lenox, July 1986 - December 1987
Associate, Butler & Binion, June 1981 - July 1986
Education
Undergraduate: B.A. with Honors, Miami University, Oxford, Ohio 1977 (Phi Beta Kappa)
Law School: J.D., Case Western Reserve University School of Law, Cleveland, Ohio, 1980
Speeches, Publications, etc.
Current Issues Related to Estate Planning with Qualified Retirement Plans and IRAs, State
Bar of Texas Advanced Estate Planning and Probate Course, June 27-29, 2012
(Author/Speaker)
Qualified Plans and IRAs Selected Considerations, Attorneys in Tax and Probate, March
6, 2012 (Author/Speaker)
Estate Planning for IRAs and Retirement Plans, Houston CPA Society, February 24, 2012
(Author/Speaker)
Panel Presentation: "Practical Applications of and Issues Related to the 2010 Tax Act",
Houston Estate & Financial Forum, April 29, 2011 (Co-Author/Co-Speaker)
The Estate, Gift and GST Tax Rules for 2011, Houston CPA Society 2011 Tax Expo, January
10, 2011 (Author/Speaker)
Qualified Plans and IRAs: Estate Planning Considerations, Houston CPA Society 24th
Annual Personal Financial Planning Conference, October 27, 2010 (Author/Speaker)
Fourth Quarter Strategies for Anticipated Tax and Estate Law Changes, Houston Christian
Foundation, October 5, 2010 (Author/Speaker)
Panel Discussion: "The Probate Process, Real Live Case Studies", Planned Giving Council
of Houston, afternoon session, September 23, 2010 (Co-Author/Co-Speaker)
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The Probate and Estate Administration Process in Texas, Planned Giving Council of
Houston, morning session, September 23, 2010 (Author/Speaker)
Qualified Retirement Plans and IRAs: Top Ten List, State Bar of Texas Advanced Estate
Planning and Probate Course, June 23-25, 2010 (Author/Speaker)
Advising a Client Who Has Won the Lottery, GPSolo Magazine, a publication of the
American Bar Association, April/May 2010 (Author)
Malpractice Avoidance for Estate Planners: Practicing Trust and Estate Law Effectively,
Carefully and Defensively, State Bar of Texas Live Webcast, March 11, 2010 (Co-Speaker)
Forms From Around the State, State Bar of Texas 20th Annual Advanced Drafting Course:
Estate Planning and Probate, October 29-30, 2009 (Co-Author/Co-Speaker)
What Every Financial Planner Should Know About Estate Planning, Financial Planners
Association of Houston Annual Symposium, October 8, 2009 (Author/Speaker)
C Course Director, State Bar of Texas 33rd Annual Advanced Estate Planning & Probate
Course, June 10-12, 2009, Houston, Texas
C Estate Planning Using Revocable Living Trusts, Houston CPA Society 2009 Tax EXPO,
January 6, 2009 (Author/Speaker)
Top 10 Things to Take Away, State Bar of Texas 19th Annual Advanced Drafting Course:
Estate Planning and Probate, October 30-31, 2008 (Co-Author/Co-Speaker)
Living Trusts Revisited, South Texas College of Law 23rd Annual Wills and Probate Institute,
October 21, 2008 (Author/Speaker)
A Message to Clients...Avoiding Probate Court Litigation, General Practitioner Solo Law
Trends & News Practice Area Newsletter, a service of the American Bar Association,
October 14, 2008 (Author)
Selected Issues Involving Revocable Living Trusts, Houston Bar Association Probate, Trusts
and Estates Section, April 29, 2008 (Author/Speaker)
A Message to Clients Avoiding Probate Court Litigation, Probate & Property Magazine,
a publication of the Real Property, Trust and Estate Law Section of the American Bar
Association, March/April 2008 (Author)
Revocable Trusts - Using an old "Dog" to do new "Tricks", Houston Estate and Financial
Forum, February 29, 2008 (Author/Speaker)
The Basics of Planned Giving, Houston CPA Society - Houston TSCPA Foundation,
February 12, 2008 (Author/Co-Speaker)
The Minimum Required Distribution Rules for Qualified Retirement Plans and IRAs and
Related Issues, Houston CPA Society 2008 Tax EXPO, January 8, 2008 (Author/Speaker)
Revocable Trusts, State Bar of Texas 18th Annual Advanced Drafting Course: Estate
Planning and Probate, October 25-26, 2007 (Author/Speaker)
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Course Director, State Bar of Texas Advanced Estate Planning Strategies Course, April
19-20, 2007, Santa Fe, New Mexico; topics included "Estate Planning for the Dysfunctional
Family", "How We Analyze Information about Assets and the People Who Own Them to
Develop an Appropriate Estate Plan", "Advanced Fiduciary Issues", and "Attorney Liability
Issues"
Representing Lottery (and Other) Winners, Wednesday Tax Forum, September 26, 2006
(Author/Speaker)
Estate Planning with Respect to Qualified Plans and IRAs, Million Dollar Round Table
2006 Annual Meeting, June 12-14, 2006, San Diego, California (Author/Speaker)
C The Pros and Cons of the Bypass Trust as IRA Beneficiary, State Bar of Texas 30th Annual
Advanced Estate Planning and Probate Course, June 7-9, 2006 (Author/Speaker)
C Planning Challenges: Retirement Plan and IRA Beneficiary Designations, with a Focus on
Trusts as Beneficiaries, Dallas Bar Association Probate, Trusts and Estates Section, April 25,
2006 (Author/Speaker)
C Estate Planning with Respect to Qualified Plans and IRAs, Houston Bar Association
Probate, Trusts & Estate Section, 2006 Wills & Probate Institute Advanced Course,
February 17, 2006 (Author/Speaker)
C The Minimum Required Distribution Rules for Qualified Retirement Plans and IRAs and
Related Issues, Houston CPA Society 2006 Tax EXPO, January 5, 2006 (Author/Speaker)
C Forms from Around the State: Useful, Creative, and Practical Drafting Examples for Your
Practice, State Bar of Texas 16th Annual Advanced Drafting Course: Estate Planning and
Probate, October 27-28, 2005 (Co-Author/Co-Speaker)
Planning Challenges: Retirement Plan/IRA Beneficiary Designations in Second Marriage
Situations, State Bar of Texas 29th Annual Advanced Estate Planning and Probate Course,
June 8-10, 2005 (Author/Speaker)
IRA Beneficiary Designations: A Practical Approach, Austin Bar Association Estate
Planning and Probate Seminar, April 1, 2005 (Author/Speaker)
Fully Ap-Prized: Your Ticket to Advising Lottery Winners, Estate Planners' Council of San
Antonio, March 15, 2005 (Author/Speaker)
Representing Lottery (and Other) Winners, Brazos Valley Estate & Financial Planning
Council, February 15, 2005 (Author/Speaker)
Distribution Rules for Qualified Plans and IRAs, Houston CPA Society 2005 Tax Expo,
January 7, 2005 (Author/Speaker)
Representing Lottery (and Other) Winners, Houston Bar Association Probate, Trusts and
Estates Section, November 30, 2004 (Author/Speaker)
Course Director, State Bar of Texas 15th Annual Advanced Drafting Course: Estate Planning
and Probate, October 28-29, 2004, Houston, Texas
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Contribution and Distribution Rules IRAs and Roth IRAs, Houston TSCPA Foundation and
Personal Financial Planning Committee Personal Financial Planning Conference,
October 20, 2004 (Author/Speaker)
Beneficiary Designations for Retirement Plans (Including IRAs) in View of the Final
Minimum Required Distribution Regulations, South Texas College of Law 18th Annual Wills
and Probate Institute, September 9, 2004 (Author/Speaker)
Representing Lottery (and Other) Winners, State Bar of Texas 28th Annual Advanced Estate
Planning and Probate Course, June 9-11, 2004 (Author/Speaker)
The Finalized Minimum Required Distribution Rules for Defined Contribution Plans and
IRAs, Texas Society of Certified Public Accountants 2003 Advanced Estate Planning
Conference, August 21, 2003 (Author/Speaker)
Retooling Our Practice: What does our professional future hold? State Bar of Texas
Advanced Estate Planning Strategies Course, April 24-25, 2003 (Co-Author/Co-Speaker)
Strategies for Distributions from Retirement Plans in View of the Final "M.R.D."
Regulations, Society for Financial Service Professionals, March 3, 2003 (Author/Speaker)
Strategies for Distributions from Retirement Plans in View of the Final "M.R.D."
Regulations, The 49th Annual Texas CPA Tax Institute, November 14-15, 2002
(Author/Speaker)
Should a Trust Be The Beneficiary of Your IRA?, American Association of Individual
Investors (AAII) Journal October 2002 (Co-Author)
Required Minimum Distributions Under the Final "M.R.D." Regulations, Financial Planners
Association of Houston, Inc., October 2, 2002 (Author/Speaker)
Beneficiary Designations for Qualified Plans and IRAs in View of the Final "M.R.D."
Regulations, South Texas College of Law 16th Annual Wills and Probate Institute, September
12-13, 2002 (Author/Speaker)
The New Minimum Required Distribution Rules for Qualified Plans and IRAs, and How Do
the New Rules Affect Estate Planning?, 2001 CPE Exposition Conference, December 3-4,
2001, Arlington, Texas, December 6-7, 2001, Austin, Texas, December 10-11, 2001,
Houston, Texas (Author/Speaker)
Naming a Trust as the Beneficiary of Qualified Plan Benefits and IRAs Under the New
Minimum Distribution Rules, updated article on website, October 31, 2001 (Author)
The New Minimum Required Distribution Rules for Qualified Plans and IRAs, and How Do
the New Rules Affect Estate Planning?, Central Texas Estate Planning Council, October 23,
2001 (Author/Speaker)
Revocable Trusts, South Texas College of Law 15th Annual Wills and Probate Institute,
September 2001 (Speaker)
The New Minimum Distribution Rules for Qualified Retirement Plans and IRAs, Baylor Law
Review, Volume 53, Number 3, pages 626-658, Summer 2001 (Author)
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You Have Named a Trust as a Beneficiary of Qualified Plans/IRAs - Now What? (Fiduciary
Accounting, Tax and Other Administrative Issues to Consider When Plan/IRA Benefits Pass
to a Trust), State Bar of Texas 25th Annual Advanced Estate Planning and Probate Course,
June 2001 (Author/Speaker)
New Minimum Required Distribution Rules for Qualified Plans and IRAs, Houston Chapter
of The Texas Society of Certified Public Accountants, May 2001 (Author/Speaker)
New Minimum Required Distribution Rules for Qualified Plans and IRAs, Society of
Financial Planning Professionals, March 2001 (Author/Speaker)
New Minimum Required Distribution Rules for Qualified Plans and IRAs, Houston Estate
and Financial Forum, March 2001 (Author/Speaker)
Naming a Trust as a Beneficiary of Qualified Retirement Plans and IRAs, Planned Giving
Council of Houston, November 2000 (Author/Speaker)
Naming a Trust as the Beneficiary of Qualified Plan Benefits and IRAs, Financial Planning
Association Fall Symposium, September 2000 (Author/Speaker)
Estate and Tax Planning for Qualified Retirement Plans and IRAs in Texas, NBI Seminar,
August 2000 (Author/Speaker)
Naming a Trust as the Beneficiary of Qualified Plan Benefits and IRAs, State Bar of Texas
Advanced Estate Planning Strategies Course, April 2000 (Author/Speaker)
Naming a Trust as the Beneficiary of Qualified Retirement Plans and IRAs: Can We Have
Our Cake and Eat It Too?, Houston Estate and Financial Forum, April 2000
(Author/Speaker)
Tax Considerations in Probate and Trust Litigation, American Bar Association, Section of
Real Property, Trust and Estate Law, 11th Annual Spring CLE Symposia, March 2000
(Author/Speaker)
Beneficiary Designations for Qualified Plans and IRAs, Houston Bar Association, Wills and
Probate Institute, February 2000 (Author/Speaker)
Designating Trusts as Beneficiaries of Qualified Plans and IRAs, State Bar of Texas 10th
Annual Advanced Drafting Course: Estate Planning and Probate, November 1999
(Author/Speaker)
Designating Trusts as Beneficiaries of Qualified Plans and IRAs, Dallas Bar Association
Probate, Trust and Estates Section, October 1999 (Author/Speaker)
Selected IRA and Retirement Plan Issues, such as Designating Beneficiaries, Understanding
the Minimum Distribution Rules and Coordinating Payments, South Texas College of Law
13th Annual Wills & Probate Institute, September 1999 (Author/Speaker)
Naming a Trust as the Beneficiary of Retirement Plans: Can We Have Our Cake and Eat It,
Too?, The Southwestern Legal Foundation 38th Annual Wills and Probate Institute, May
1999 (Author/Speaker)
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Strategies for Developing a Successful Estate Planning Practice, State Bar of Texas,
December 1998 (all day panel presentation by Karen Gerstner, Barney Jones, Stephen
Saunders & Steven Tackett) (Co-Author/Co-Speaker)
Multiple Party Accounts: Multiple Risks for Estate Planning Attorneys and Their Clients,
Tarrant County Probate Bar Association, December 1998 (Author/Speaker)
Charitable Remainder Trusts, Rice University Fund Raising 202: Introduction to Planned
Giving (a serialized course), September-October 1998 (Co-Author/Speaker)
Multi-Party Accounts: Multiple Risks for Attorneys and their Clients, South Texas College
of Law 12th Annual Wills and Probate Institute, September 1998 (Author/Speaker)
The Case is Settled -- Who Pays the Taxes? Tax Considerations in Probate and Trust
Litigation, The Southwestern Legal Foundation, 37th Annual Wills and Probate Institute,
May 1998 (Author/Speaker)
Planning Strategies for Persons with Disabilities, State Bar of Texas Professional
Development Program, February 1998 (Speaker)
Multiple Party Accounts: Multiple Risks for Estate Planning Professionals and Their
Clients, State Bar of Texas Legal Assistants Division, Advanced Estate Planning & Probate
Seminar, 1997 (Author/Speaker)
Special Needs Trusts, Disability and Elder Law Attorneys Association (DELAA), April 1996
(Author/Speaker)
Multiple Party Accounts: Multiple Risks for Estate Planning Professionals and Their
Clients, Houston Estate and Financial Forum, March 1996 (Author/Speaker)
Settlements and Trust Modifications: Tax Considerations, Houston Bar Association Wills
and Probate Institute, February 1996 (Author/Speaker)
Multiple Party Accounts: Multiple Risks for Estate Planning Professionals and Their
Clients, Central Texas Estate Planning Council, January 1996 (Author/Speaker)
Multiple Party Accounts and Non-Testamentary Transfers, South Texas College of Law
Wills and Probate Institute, September 1995 (Author/Speaker)
A Potpourri of Disclaimer Issues, Women Attorneys in Tax and Probate, July 1995
(Author/Speaker)
Multiple Party Accounts: Multiple Risks for Estate Planning Attorneys and Their Clients,
State Bar of Texas 19th Annual Advanced Estate Planning and Probate Course, June 1995
(Author/Speaker)
Guide to Estate Administration: Checklist and Form Letters, Houston Bar Association
Probate, Trusts and Estates Section, May 1995 (Author/Speaker)
Non-Probate Assets: The Missing Piece of the Estate Planning Puzzle, Brazos Valley Estate
and Financial Planning Council, February 1995 (Author/Speaker)
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Drafting Trusts: Basic Considerations, University of Houston General Practice Institute,
December 1994 (Author/Speaker)
Litigation Perspective on Traditional Will Drafting, State Bar of Texas 5th Annual Advanced
Drafting Course: Estate Planning and Probate, November 1994 (Author/Speaker)
Estate Administration Checklist, South Texas College of Law 8th Annual Wills & Probate
Institute, September 1994 (Author/Speaker)
Multiple-Party Accounts, Houston Bar Association Probate, Trusts and Estates Section,
March 1994 (Author/Speaker)
How to Get Your Money Where You Want It To Go: Estate Planning and Probate Law,
Houston Bar Association Continuing Legal Education Seminar, December 1993
(Author/Speaker)
The ABCs Through XYZs of GSTs (Including the Proposed Regulations), State Bar of Texas
17th Annual Advanced Estate Planning and Probate Course, June 1993 (Author/Speaker)
Non-Probate Assets: The Missing Piece of the Estate Planning Puzzle, Houston Estate and
Financial Forum, 1993 (Author/Speaker)
The Essentials of Representing Senior Citizens, Houston Bar Association Elder Law
Seminar, April 1993 (Author/Speaker)
The K.I.S.S.* Principle (*Keep it Short and Simple) -- The Very Basics of Planned Giving,
Planned Giving Council of Houston, 2nd Annual Planned Giving Conference, November
1992 (Author/Speaker)
Tax Considerations in Probate and Trust Litigation, Houston Chapter of Texas Society of
CPAs Litigation Services Committee, 1992 (Author/Speaker)
Non-Probate Assets: The Missing Piece of the Estate Planning Puzzle, Houston Bar
Association and Judicare Committee Elder Law Seminar, April 1992 (Author/Speaker)
Tax Considerations in Probate and Trust Litigation, Houston Estate and Financial Forum,
1991 (Author/Speaker)
Fiduciary Liability Issues, South Texas College of Law 5th Annual Wills & Probate Institute,
October 1991 (Author/Speaker)
Tax Considerations in Probate and Trust Litigation, State Bar of Texas 15th Annual
Advanced Estate Planning & Probate Course, June 1991 (Author/Speaker)
Tax Considerations in Probate and Trust Litigation, Women Attorneys in Tax and Probate,
1991 (Author/Speaker)
Texas Federal Fiduciary Income Tax (written materials modified), Professional Education
Systems, Inc., November 1990 (Author/Speaker)
The Proposed Texas Guardianship Code, Travis County Bar Association, Fifth Annual
Probate and Estate Planning Seminar, November 1990 (Author/Speaker)
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Staying Out of Trouble with the Generation-Skipping Transfer Tax, South Texas College of
Law 4th Annual Wills and Probate Institute, September 1990 (Author/Speaker)
Tax Considerations in Probate and Trust Litigation, Houston Bar Association Wills &
Probate Institute, January 1990 (Author/Speaker)
Essential But Neglected Estate Planning Documents and Forms: Power of Attorney,
Directive to Physicians, Designation of Guardian, Anatomical Gifts (speaker only), State
Bar of Texas Professional Development Program: Will Drafting (an Institute Series), March
1989 (Speaker)
Wills and Estate Planning, American Bar Association's Law Student Division (University
of Houston), 1989 (Author/Speaker)
Report Concerning Activities of the Texas Guardianship Code Committee, Houston Bar
Association Probate, Trusts & Estate Section, 1989 (Author/Speaker)
Testamentary Charitable Giving, Planned Giving Council of Houston, January 1989
(Author/Speaker)
Basic Will Drafting, Professional Education Systems, Inc. Texas Basic Will and Trust
Drafting Seminar, November 1988 (Author/Speaker)
Federal Estate Taxation of Non-Resident Alien Decedents' Estates After the Tax Reform Act
of 1986, Texas Bar Journal, September 1988 (Author)
Marital Property -- Rights of Surviving Spouse, State Bar of Texas Professional
Development Program: Administering the Estate: A Practical Guide to Probate Institute,
August 1988 (Speaker)
The Fundamentals of Estate Tax Planning; Unified Credit/Exemption; Marital, Charitable
and Other Deductions, American Bar Association Young Lawyers Division, Estate Planning
for the General Practitioner, March 1988 (Speaker)
Tax Considerations, Professional Education Systems, Inc., Texas Practical Probate Seminar,
January 1988 (Author/Speaker)
Fiduciary Liability in Probate Administration and Trusts, Recent Cases and Trends, Houston
Bar Association Continuing Legal Education Committee, January 1988 (Author/Speaker)
Fiduciary Liability Issues, Texas College of Probate Judges, May 1987 (Author/Speaker)
Conflict of Interest Problems Facing the Bank as a Corporate Fiduciary, Texas Bar Journal,
May 1985 (Co-Author)
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Civic/Other
Board Positions: Non Profit Organizations
Member, National Christian Foundation Houston Advisory Board
Past President, Houston Center for Hearing and Speech Foundation, 2003-2004; Board
member, 1998-2004
Past Member, Memorial-Hermann Foundation Professional Advisory Board, 1999-2001
Past Member, American Cancer Society (Houston Chapter) Professional Advisory Board
Past Member, Literacy Advance Professional Advisory Board
Elder (2013-2016), Former Elder (2 prior terms), and Former Trustee (1 term), St. Andrews
Presbyterian Church, Houston, Texas
Former Treasurer, The Exchange Club (Downtown Houston Chapter), 2001-2003
Former Board Member, Sylvan Rodriguez Foundation, 2002-2003
Board Positions: For Profit Companies
Independent Director, Bridgeway Funds, from inception (1993) to present
Former Member, Advisory Board, Woodway Financial Advisors, A Trust Company, 2000-
2001
Family
Married to James F. (Jim) Gerstner since June 1979; three children: Laura, Allison and
Elizabeth ("Libby")
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