Stephanie D. Lee

Stephanie D. Lee

Shareholder
Location:
Midland, Texas
Phone:
432-897-1440
866-721-6665 (Toll Free)
Fax:
432-682-3672
Email:

Stephanie is a shareholder practicing in the Firm's Estate Planning, Probate, and Trust Section. Licensed in Texas, she is admitted to practice before the United States District Courts for the Western and Northern Districts of Texas and the United States Fifth Circuit Court of Appeals. She is an active member in the Midland community, volunteering for church and other charitable activities, serving on non-profit boards, and speaking at a variety of continuing legal education events. She has also served as an adjunct professor at Midland College. She is also a member of the Oil, Gas & Energy Resources Law Section of the State Bar of Texas.

PRACTICE AREAS

Estate Planning

Stephanie devotes a significant portion of her practice to creating, implementing, and modifying estate plans that accomplish clients' key objectives and goals regarding the disposition of estates and assets or to address changes in family or financial situations. She implements plans designed to reduce or avoid estate, gift, and generation-skipping transfer taxes. She also advises clients concerning capacity planning, including Directives to Physicians (Living Wills), Medical Powers of Attorney, Statutory Durable Powers of Attorney, and Living Trusts.

Probate, Estate, and Trust Administration

Stephanie also devotes a significant portion of her practice to advising both fiduciaries and estate beneficiaries with regard to the probate of estates. She has advised surviving spouses and other beneficiaries regarding their statutory rights and fiduciaries regarding the disposition of estates in both contested and uncontested matters.

Litigation- Fiduciary

Stephanie began her career with the Firm in the Litigation Section and retains a specialized docket of cases relating to fiduciary litigation. Stephanie relies heavily upon her past experience as an oil and gas litigator to represent both fiduciaries and beneficiaries in various estate, probate, and trust disputes.

Federal and State Appeals

Stephanie has briefed both state and federal appeals regarding claims of breaches of fiduciary duty, fraud, and self-dealing in the context of Estates and Trusts litigation. She has also successfully argued before the Eleventh Court of Appeals of Texas.

COMMUNITY INVOLVEMENT

Stephanie is an active member of the Midland County Bar Association. She is also an active member at Golf Course Road Church of Christ. She currently serves as a Board Member for Midland Teen Court. She is an avid supporter of Midland Christian School, where her husband, Jared, serves as Superintendent. She and Jared have two precious daughters, Avery and Payton, two precocious beagles, Piper and Lucy, and Emma, a pit bull/husky rescue.

Areas Of Concentration

  • Estate Planning and Probate
  • Family Wealth Transfers
  • Asset Protection
  • Incapacity Planning
  • Probate, Estate, and Trust Administration
  • Fiduciary Litigation

Bar Admissions

  • Texas
  • U.S. District Court Western District of Texas
  • U.S. District Court Northern District of Texas
  • U.S. Court of Appeals 5th Circuit

Education

  • The University of Texas School of Law, Austin, Texas
    • J.D. - 2011
    • Honors: Member - Phi Delta Phi
  • Abilene Christian University, Abilene, Texas
    • B.S. cum laude - 2003
    • Major: History and Political Science

Community Involvement

  • Stephanie is an active member of the Midland County Bar Association. She is also an active member at Golf Course Road Church of Christ. She currently serves as a Board Member for Midland Teen Court. She also helps coordinate “Secret Santas” for a local women’s shelter. She is an avid supporter of Midland Christian School, where her husband, Jared, serves as Superintendent. She and Jared have two precious daughters, Avery and Payton, and two precocious beagles, Piper and Lucy.

Honors and Awards

  • Texas Rising Star, 2019

Professional Associations and Memberships

  • Midland County Bar Association
  • Midland Odessa Buisness & Estate Council
  • Texas Bar Foundation, Fellow
  • Midland Teen Court, Board Member