Carolyn Ostrom Carolyn@collinsostrom.com Download V-Card 512-617-1560 AV Rated by Martindale Hubbell

Experience

Attorney and founder, Collins Ostrom, Austin, Texas
January 2007– Present

Attorney, Fulbright & Jaworski LLP, Austin, Texas
1989 – 2006

Practice Includes:

Helping business owners, executives, professionals, couples, and individuals to design wealth transfer and succession plans that minimize gift, estate, inheritance and generation-skipping taxes;

Preparing pre- and post-marital property agreements addressing community and separate property issues and potential claims;

Advising fiduciaries regarding duties and potential liabilities;

Establishing family limited partnerships and limited liability companies, and providing ongoing legal advice to support their administrations;

Working with business owners to create management and ownership succession plans;

Facilitating lifetime and testamentary charitable giving;

Devising strategies to fund the costs of education for family members and to assist them during their formative years;

Coordinating and conducting family meetings with the appropriate business advisors to facilitate wealth education among family members and to provide a forum for informed discussion of wealth management;

Counseling clients on medical and health care arrangements for themselves and family members;

Handling will contests, will construction suits, trust litigation, and other disputes involving fiduciaries and beneficiaries;

Representing clients in connection with contested and uncontested estate administration.

Practice also includes serving as the “family office” for the former CEO of a Fortune 500 Company

Licenses and Admissions

• State Bar of Texas – all courts
  
• U.S. District Court for the Western District of Texas
  
• U.S. Court of Appeals for the Fifth Circuit.

Education

• J.D., The University of Texas at Austin School of Law, 1989
  
• B.A. in English, The University of Texas at Austin, 1985

Professional Memberships

• Austin Bar Association Estate Planning and Probate Section
  
• Estate Planning Council of Central Texas
  
• National Committee on Planned Giving, Central Texas Chapter
  
• State Bar of Texas Real Estate, Probate, and Trust Section
• Fellow, Texas Bar Foundation

Community Involvement

• Volunteer Legal Services
  of Central Texas
  
  • Volunteer Attorney/served clients in estate planning and probate matters, litigation, and divorce (1989 – Present)
    
• All Saints’ Episcopal Day School
  
  • Head Support Committee (2007 – present)
  • President, Board of Trustees (2005 – 2007)
    
  • Trustee (2004 – 2008)
    
• All Saints’ Episcopal Church
  
  • Vestry Member (January 2009 – present)
  • Vestry Clerk (2004 – 2005)
    
  • Member (1999 – Present)
    
• Casis Elementary School
  
  • Author Visit Co-Chair (2008 – present)
  • Casis Cares/Read Aloud Volunteer (2004 – Present)
    
• Junior League of Austin
  
  • Sustainer (2005 – Present)
    
  • Member (1990 – 2005)
    
  • Project Chair (1991 – 1992) (1997 – 1998)
    
• Mothers’ Milk Bank at Austin
  
  • Volunteer/assisted with pasteurization and packaging of milk for premature babies who cannot tolerate formula
    (2002 – Present)
    
• Paramount Theatre
  
  • Gala Chair (1997)
    
  • Board Member (1991 – 2000)
    
• Business Committee For the Arts
  
  • Arts Week Chair (1992)
    
  • Past Member
    
• Hospice Austin
  
  • Past Volunteer/Developed and implemented first bereavement camp for children who had lost parents or siblings
    
• AIDS Services of Austin
  
  • Past Volunteer/Coordinated food drives for Pantry
    
• Christopher House
  
  • Past Volunteer/Read to and visited with patients, assisted in office
    
• West Austin Caregivers
  
  • Past Volunteer/Took elderly and homebound clients to appointments and to run errands
    
• Ronald McDonald House
  
  • Past Volunteer/Wrote articles for newsletter