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Brooks Caston

Associate
Office

Dallas

901 Main Street
Suite 6000
Dallas, TX 75202
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Fax: +12146594169
Education
J.D., cum laude, Southern Methodist University, Dedman School of Law, Dallas, Texas, 2014, SMU International Law Review Association, former President
B.A., Georgetown University, Washington DC, 2010, Georgetown University Varsity Football – Division 1-AA, Patriot League
State Bar Licenses
Texas

Brooks Caston

Associate

Brooks Caston’s practice focuses primarily on instructing families and individuals on how to safeguard their legacies through estate planning and trusts strategies. His experience includes preparing wills and trusts, probate and estate administration, marital deduction trusts, life insurance trusts, gift planning, gift and estate tax return preparation and family limited partnerships.  

Brooks also advises nonprofit and tax-exempt organizations on how best to protect their philanthropic efforts, including entity formation, tax-exempt status applications (Form 1023), and IRS information returns. He has experience representing nonprofits and tax-exempt organizations before the IRS.

Presentations

  • Co-Presenter. Estate Planning Update, Clark Hill Strasburger's Tax Symposium (November 2019)
  • Estate Planning Update, Clark Hill Strasburger’s Tax Symposium (November 2018)
  • State Tax Update, Strasburger's Tax Symposium (November 2017)
  • Portability Planning After Rev. Proc. 2016-49, Client Presentation (December 2016)
  • State Tax Update, Strasburger's Tax Symposium (November 2016)
  • Texas Margin Tax and Sales Tax Update, Strasburger's Tax Symposium (September 2015)

Publications

  • Coordinating Beneficiary Designations with the Overall Estate Plan, Dallas Bar Association Headnotes, Volume 43, Number 12 (December 2018)
  • The Silver Lining: Deferring Tax on Insurance Proceeds after Storms, Strasburger Tax Strategies (May 2016)
  • Texas Oil & Gas Producers Should Consider Protective Refund Claims for Oil & Gas Downhole Production Equipment, Strasburger Energy, Oil & Gas Newsletter (May 2016)
  • Spotlight on Problems With Form 1023-EZ Approval Rates and IRS Public Databases of Exempt Organizations, Family Foundation Advisor (March/April 2016)
  • Co-author. Document Retention Policies - Why Are They Necessary?, Family Foundation Advisor (March/April 2015)
Memberships
State Bar of Texas – Member, Tax Section, Real Estate, Probate, and Trust Law Section
Dallas Bar Association – Member, Tax Section, Probate, Trusts, and Estates Section
Collin County Bar Association – Member, Estate Planning & Probate Section
Dallas Estate Planning Council – Member, Emerging Professionals Initiative Committee, Member
Communities Foundation of Texas – Advisory Council, Emerging Leaders in Philanthropy (2019-2020 Class)
Southwestern Medical Foundation/ UT Southwestern Estate Planning Council - Member
Dallas Council of Charitable Gift Planners - Member
Estate Planning Council of North Texas - Member
Dallas Regional Chamber – Young Professionals, Board Member, Lead YP Co-Chair, 2017 Lead YP Class Member