Gary began his career in 1975 as a fiduciary tax specialist in the trust division of a major regional bank. Quickly moving into administration and later management, his experience includes personal and charitable trust administration, estate and investment planning, fiduciary taxation, operations consulting, compliance, special needs and court-created trust planning and administration, and the management of decedents’ estates.

Gary has also been involved with a number of businesses and transactions, including formation of sole proprietorships, LLCs, S-corporations, and partnerships, along with operation, valuation, and liquidation of sole proprietorships, S-, and C-corporations. In his last bank trust officer position, he managed, marketed and sold an $11 million manufacturing company in a decedent’s estate.

As a qualified appraiser who owned a Texas-licensed Independent Motor Vehicle dealership for 10 years, Gary appraises collectible and modern cars and trucks for estates and heirs. He also liquidates cars and collections, and is associated with a Dallas-based estate liquidation company.

Working as an expert witness and consultant, Gary has helped resolve over 28 trust and estate controversies, as well as conducted a number of trustee and investment manager searches.

Most recently, from 2022-2024, Gary worked full time as a single-family office manager in Dallas.


Accepting New Clients


Accepts Trusts/Business in Other States


Services Offered

Trustee - Coach / Consultant, Trust Protector, Family Office Advisor

Types of Trusts / Specialties

Businesses in Trusts, Discretionary Trusts

Contact Gary


P.O. Box 12824 Dallas, Texas 75225-0824

Send an email to Gary


By submitting this form, you may receive communications via email from ITA. We promise your data will not be sold or used in any way other than to communicate directly with you. View our privacy policy.