Aubrey P. Boswell, Attorney at Boswell PLLC

Aubrey P. Boswell, Attorney at Boswell PLLC Estate Planning & Probate Law

This headline caught my attention.  The world's first trillionaire (with a 'T') is set to be created this week.SpaceX's ...
06/07/2026

This headline caught my attention.

The world's first trillionaire (with a 'T') is set to be created this week.

SpaceX's IPO is set to go live this week at $135/share. Elon Musk is expected to retain about 42% of the company's shares. Add his stake in Tesla, and his net worth clears $1 trillion.

As an estate planning attorney, there's a massive estate planning issue at hand.

He has 14 children. Multiple households. No spouse.

That last one would eliminate the marital deduction deferment technique, which is the single most powerful wealth transfer tool in the Internal Revenue Code.

At 40% estate tax on $1 trillion+, that's potentially $400 billion owed to the IRS within 9 months of death, from an almost entirely illiquid estate.

Most of my clients will never face the degree of Elon's estate tax problems. But the core issue is this: concentrated, illiquid wealth + family complexity + no plan = a crisis your heirs inherit.

If a liquidity event - IPO, sale, or inheritance - is on your horizon, now is the time to build the structure. Not after.

Feel free to reach out if you'd like to talk through what that looks like.

For most estate planning attorneys, the focus is: transfer the most wealth with the least taxes.This is only half right....
05/31/2026

For most estate planning attorneys, the focus is: transfer the most wealth with the least taxes.

This is only half right.

Wealth for beneficiaries is fuel to the fire that's already burning.

Directed wisely, it powers generosity, entrepreneurship, and lasting good. Left undirected, it erodes character, creates entitlement, and damages the very people you spent a lifetime trying to protect.

The families I work with don't want their children to inherit money.

They want them to inherit purpose.

A thoughtfully designed estate plan doesn't only protect assets. It communicates values. It creates structure that motivates responsible choices. It shapes the kind of person a beneficiary becomes, not the account balance they receive.

This shift in thinking has changed the conversations I have with clients.

What values are you trying to pass on... and does your estate plan reflect them?

A doctor laughed at me.He was right.We were talking about AI and he just started laughing. I asked what was funny.He sai...
05/21/2026

A doctor laughed at me.

He was right.

We were talking about AI and he just started laughing. I asked what was funny.

He said lawyers are finally getting a taste of what doctors have dealt with for years.

I asked him to explain.

He said for years his patients would schedule appointments and walk in already knowing what they had. WebMD had diagnosed them.

They just needed him to confirm it.

Then he looked at me and said: AI is doing to lawyers exactly what WebMD did to doctors.
We both laughed.

He's not wrong.

People walk into consultations now with an AI answer already in hand. They want the professional to rubber-stamp it.

The disclaimer hasn't changed though.

Consult a qualified professional before you act.

That advice is still worth its weight in gold.

Happy AI'ing.

Hi Friends!On May 7th, Elizabeth Drabinski from our firm will be speaking on a panel at D Magazine’s Invest in You Women...
05/01/2026

Hi Friends!

On May 7th, Elizabeth Drabinski from our firm will be speaking on a panel at D Magazine’s Invest in You Women’s Event at the Hôtel Swexan!

It’s all about Health, Beauty, and Wealth, and the speaker lineup is one you do not want to miss!

Sign up today before the event fills up, and plan to invest in your future!

This year’s Invest in You Lineup brings together local women who are actively doing the work. Final seats for the May 7 event are available now.

Last night was so much fun getting to celebrate with all of the D Magazine Best Lawyers for 2026! It’s an honor to be 1 ...
04/24/2026

Last night was so much fun getting to celebrate with all of the D Magazine Best Lawyers for 2026!

It’s an honor to be 1 of 16 in the area of estate planning and probate, and it’s something I never take for granted! Thank you to my peers who nominated me for this distinction!

Our law firm Boswell PLLC is doing something special and we are fortunate to be making an impact in Dallas and throughout the state of Texas.

Congrats to all of those who were nominated! It’s a privilege to share this list with you.

I am thrilled to share that I have been chosen as a 2026 Texas Super Lawyer! I never take a recognition like this for gr...
02/27/2026

I am thrilled to share that I have been chosen as a 2026 Texas Super Lawyer!

I never take a recognition like this for granted. I’m honored, and it motivates me to continue working hard and to push myself even further!

Since this is a peer recognition, I want to thank everyone who voted for me. You have my promise to keep striving for excellence in everything I do.

To my fellow Super Lawyers, congratulations on this well-deserved achievement!

Super Lawyers

🌹 Roses are red. Wills can be sweet. But some “I Love You” Wills are obsolete.Most married couples have a simple “I Love...
02/15/2026

🌹 Roses are red. Wills can be sweet. But some “I Love You” Wills are obsolete.

Most married couples have a simple “I Love You” Will:

➡️ Everything to my spouse.
➡️ Then everything to the kids.

It feels loving.
It feels easy.
It feels done.

But years later, life has changed — and the plan hasn’t.

Many of these Wills don’t address:

• Probate avoidance
• Estate taxes
• Asset protection
• Blended families
• Incapacity planning

If your estate plan hasn’t been reviewed in a while, it may be time.

For financial advisors, CPAs, and insurance professionals — if your clients’ balance sheets or family dynamics have evolved, a coordinated review can make all the difference.

We offer a complimentary 30-minute consultation to see whether a more robust plan makes sense.

Message me if you’d like to talk.

Wishing you and those you love a wonderful Valentine’s Day weekend. ❤️

Such a fun night getting to celebrate Jonathan Childers’ induction as President of the Dallas Bar Association!Thank you ...
02/08/2026

Such a fun night getting to celebrate Jonathan Childers’ induction as President of the Dallas Bar Association!

Thank you to the ultimate power couple Gregg Gallian and Jaclyn Gallian for inviting us to be guests at the Gallian Firm table! We had the best time with the best company!

It so great getting to see so many friends and colleagues, including our State Bar of Texas President Santos Vargas and his lovely wife Patty Vargas.

2026 is going to be an incredible year!

Where do you keep your crypto? 💲💲Did you know?* Crypto CAN be held in a revocable trust for probate avoidance * Crypto C...
02/01/2026

Where do you keep your crypto? 💲💲

Did you know?
* Crypto CAN be held in a revocable trust for probate avoidance
* Crypto CAN be held in a family limited partnership
* The main issue at death is ACCESS — which can be achieved with a set of digital asset instructions

Is your estate plan properly set up for crypto assets?

Let’s talk if it isn’t!

01/04/2026

Do this in 2026 and get a jumpstart on your legacy!

Address

4925 Greenville Avenue, Suite 720
Dallas, TX
75206

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+14695189299

Alerts

Be the first to know and let us send you an email when Aubrey P. Boswell, Attorney at Boswell PLLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Aubrey P. Boswell, Attorney at Boswell PLLC:

Featured

Share