Kevin D. Kuenzli

Kevin Kuenzli is board certified in Tax Law and Estate Planning & Probate Law by the Texas Board of Legal Specialization. He offers nearly 40 years of expertise and knowledge of business law, tax law and estate planning & probate law. In addition, his tax and business practice also extends to public charitable organizations, private foundations, colleges, universities and independent school districts.

Representative Experience

  • Counsels clients in the design and drafting of wills, trusts, powers of attorney and other estate planning documents to implement a variety of estate planning goals, tax and non-tax objectives, and special needs, ranging from the most straightforward to highly complex. Advises and represents clients in the administration of estates and trusts, including contested matters, whether executors, trustees or beneficiaries. Extensive experience in proceedings before Probate Courts to interpret, modify or terminate trusts.
  • Advises clients in personal and business tax planning, including the selection, structuring and formation of business entities, business succession planning, buy-sell arrangements, employment, independent contractor agreements and a range of other business contracts.
  • Provides counsel on matters relating to an organization's satisfaction and continued satisfaction of the complex public support tests to avoid private foundation status, as well as planning and advice on unrelated business income issues and an array of governance and best practices for tax exempt organizations, such as conflicts of interest policies, excess benefit transactions and fringe benefits.
  • Assists clients in establishing nonprofit organizations and securing recognition of exempt status under §501(c)(3). Also advise donors and tax-exempt organizations on planned giving, that is, the income, gift and estate tax planning and consequences of charitable gifts.
  • Have worked extensively with clients regarding federal and state tax compliance, IRS administrative proceedings and collection matters, and contested tax proceedings and litigation. Representation of individuals and executors in IRS examinations of federal estate and gift tax returns in support of complex estate, gift and income tax planning, including representation before the United States Tax Court, the IRS National Office in technical advice and private letter rulings matters and IRS Appeals. These matters have included contested issues in the defense of valuations of closely held business entities and family limited partnerships. Preparation of federal gift tax returns (Form 709) and federal estate tax returns (Form 706), involving transfers of closely held corporations, family limited partnerships, limited liability companies, life insurance, real estate (including undivided interests), farm & ranch property and mineral interests.
  • Provided counsel on the administration of qualified retirement plans, section 401(k) plans, section 403(b) annuity plans, section 457 plans and nonqualified deferred compensation plans

Professional Affiliations

  • State Bar of Texas
  • Tarrant County Bar Association
  • National Association of College and University Attorneys

Professional Recognition

  • Top Lawyer, Fort Worth, Texas magazine
  • Texas Super Lawyers, Texas Monthly, 2007-2011
  • AV Preeminent Rated, Martindale-Hubbell

Community Activities

  • Gill Children's Services, Inc., Secretary; Member of Board of Directors
  • Friends of the TCU Libraries, Past President; Secretary; Member of Board of Directors

Presentation Topics

  • Amending Irrevocable Trusts, Advanced Estate Planning and Probate Course, State Bar of Texas
  • Chapter 85, Revocation, Modification and Termination of Trusts, Texas Probate and Trust Practice, Matthew Bender, 1993