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Martin I. Roos

Member
Office

San Antonio

2301 Broadway Street
San Antonio, TX 78215
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Fax: 210.258.2745
Education
J.D., University of Houston Law Center, Houston, Texas, 1990
B.B.A., cum laude, Texas A & M University-College Station, College Station, Texas, 1987
State Bar Licenses
Texas

Martin I. Roos

Member

Martin I. Roos has been practicing law for over 25 years and concentrates his practice in the areas of estate planning, 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.

In addition to his practice, Marty is a frequent author and lecturer on estate planning and probate issues. He has been featured on WOAI's San Antonio Living, in the San Antonio Business Journal, and other media.

Marty currently serves as Member in Charge of the firm's San Antonio office. He is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization.

EXPERIENCE

  • 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.

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)

PUBLICATIONS

  • Co-author. Will vs Revocable Living Trust - Which is Right for You?, Kerrville Area Business Magazine (January 2010)
  • Co-author. Finding Solutions to the Credit Crunch, San Antonio Business Journal (April 2010)

MEDIA

Awards/Achievements
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, 2018)
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)
Practice Areas
Estate Planning & Probate