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Martin I. Roos

Member
fax +1 210.258.2745

Martin Roos assists clients with business and estate planning matters.

Marty has more than 30 years of experience advising clients on tax and estate planning issues, such as the preparation of wills and revocable trusts, marital deduction trusts, life insurance trusts, Crummey trusts, charitable trusts, private foundations, and more.

In addition, Marty’s practice includes probate and estate administration.

Marty assists clients with a broad range of business and estate planning needs. His experience includes the design and implementation of all types of estate planning techniques.

Marty has also developed a program offered to businesses that provides cost-efficient estate planning offered as a benefit to its employees. Representative clients include those in the energy, banking, and retail industries.

Marty currently serves as Member in Charge of the firm’s San Antonio office and Co-Business Unit Leader of the Tax and Estate Planning group. He is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.

Education

J.D., University of Houston Law Center, Houston, Texas, 1990
B.B.A., cum laude, Texas A&M University, College Station, Texas, 1987

Recognitions

AV Rated by Martindale-Hubbell

Named among Texas Super Lawyers by Thomson Reuters (2005-2011, 2013-2018)

Named among the Best Estate Planning and Trusts Attorneys by San Antonio Scene Magazine (2004-2013, 2015, 2017-2021)

Selected as an Outstanding Lawyer Award Winner, Estate Planning by San Antonio Business Journal (2010)

Named among Texas Super Lawyer Rising Stars by Thomson Reuters (2004-2005)

40 Under Forty – San Antonio Rising Star by San Antonio Business Journal (2004)

Outstanding Young Lawyer (1995)

Memberships

State Bar of Texas – Section of Real Property, Probate, and Trust Law

San Antonio Estate Planners Council

San Antonio Young Lawyers Association, former Officer and Director

Oppenheimer, Blend, Harrison and Tate, Inc., former CEO (2011), former COO (2009-2010)

Big Brothers and Sisters, Board Member, former Past President

Texas A&M University, Planned Giving Councilmember

Leadership San Antonio, Class XXII, Member

San Antonio Sports Foundation, former Board Member (2005-2007)

Jewish Community Center, former Board Member (2003-2007)

Jewish Federation, former Board Member (2001-2005)

State Bar Licenses

Texas
  • Advised clients on the implementation of various estate planning techniques designed to minimize estate taxes
  • Assisted clients with the creation of other estate planning techniques designed to shift wealth down to the next generation, including partnerships, qualified personal residence trusts, grantor retained annuity trusts, and Crummey trusts, among others
  • Advised clients on matters relating to business succession planning
  • Assisted clients with the creation of charitable giving techniques, including charitable lead trusts, charitable remainder trusts, and private foundations
  • Developed a program that provides low cost, basic estate planning to the employees of various corporations as part of their benefits programs
  • Assisted clients in the capacity of a fiduciary or beneficiary with all aspects of the administration of estates, including probating wills, handling intestate estates, and estate tax returns.
Articles
Presentations
  • Panelist, Estate Planning Power Panel, Strasburger’s Tax Symposium (November 2017)
  • Estate Planning Update, Strasburger’s Tax Symposium (November 2016)
  • Estate Planning in an Era of Increasing Estate and Gift Tax Exemptions, Strasburger’s Tax Symposium (August 2014)