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Judith K. Tobey

Judith K. Tobey

Of Counsel

Judith K. Tobey is Of Counsel to Davis Stephenson, PLLC.  Judith’s practice focuses on advising high net worth individuals regarding estate, gift and generation-skipping transfer tax planning, charitable planning and judicial modification and construction of trusts.  She also has experience with marital property issues, estate administration, and the settlement and litigation of disputes regarding wills and trusts.  Judith received her A.B. from Harvard College and her J.D. from Yale Law School.  Judith is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization, and she was named a “Texas Rising Star” by Law & Politics Magazine and Texas Monthly in 2005-2011. Judith is the co-author of the widely used and highly respected estate planning treatise, Estate Planning and Wealth Preservation:  Strategies and Solutions.

Education & Accreditation

  • Harvard College (1999)
    A.B., Psychology, cum laude
    Phi Beta Kappa
  • Yale Law School (2003)
    J.D.
  • Jerome N. Frank Legal Services Organization, Board of Student Directors
  • State Bar of Texas
  • Board Certified in Estate Planning and Probate Law
 by the Texas Board of Legal Specialization

Honors & Awards

  • “Texas Rising Star” by Law & Politics Magazine and Texas Monthly (2005-2011)
  • Outstanding Attorney Under 40” by the Cardozo Society of the Jewish Federation of Greater Dallas (2010, 2012)

Publications & Speeches

  • Henkel & Tobey, Estate Planning and Wealth Preservation:  Strategies and Solutions (Thomson Reuters/Tax & Accounting 1997 & Supp.)
  • Caveat Grantor: Selecting A ‘Defect’ To Obtain Grantor Trust Status,” The Texas Tax Lawyer, Winter 2012, Vol. 39, No. 2
  • Recent Developments in Fiduciary Income Tax,” American Bar Association Section of Taxation Meeting, Washington, DC, 05-07-11
  • Recent Developments in Fiduciary Income Tax,” American Bar Association Section of Taxation Meeting, Boca Raton, FL 01-22-11
  • Recent Developments in Fiduciary Income Tax,” American Bar Association Section of Taxation Meeting, Toronto, ON, Canada, 09-25-10
  • Recent Developments in Fiduciary Income Tax,” American Bar Association Section of Taxation Meeting, Washington, DC, 05-08-10
  • Recent Developments in Fiduciary Income Tax,” American Bar Association Section of Taxation Meeting, San Antonio, TX, 01-23-10
  • The Alternate Valuation Date: No Longer a Footnote,” Estate Planning Council of North Texas, Plano, TX, 11-18-09
  • Recent Developments in Fiduciary Income Tax,” American Bar Association Section of Taxation Meeting, Chicago, IL, 09-26-09
  • Recent Developments in Fiduciary Income Tax,” American Bar Association Section of Taxation Meeting, Washington, D.C., 5-9-09
  • Uniform Principal and Income Act – A Multistate Survey of Enforcement,” American Bar Association Section of Taxation Meeting, Washington, D.C., 5-9-08
  • Grantor Trusts – The Basics,” State Bar of Texas, Tax Law Section Webcast, 3-6-08
  • Seven Nifty Ways to Probate a Will,” State Bar of Texas, State Bar College “Summer School,” Galveston, Texas, 7-20-07
  • The Nuts and Bolts of Estate Planning and Probate,” Panel Member, State Bar of Texas Advanced Estate Planning Course, San Antonio, Texas, 6-5-07
  • Judicial Construction and Modification of Trusts: Practical Advice for the Client,” 5-17-07
  • Qualified Retirement Plans: Spouse and Non-Spouse Beneficiaries Under the Pension Protection Act of 2006,” American Bar Association Section of Taxation Meeting, Washington, D.C., 5-11-07