February 17, 2026 Luncheon at the San Antonio Country Club with Jana Simmons, LL.M., J.D., CFP®
Ms. Simons represents individuals and multi-generational families. She primarily focuses on tax planning, drafting complex wills and trusts, implementing wealth preservation strategies, and charitable giving. Jana emphasizes helping clients achieve their objectives by designing creative and functional solutions tailored to their specific goals—whether it involves business establishment or reorganization, or facilitating the administration of a trust or estate.
She holds an LL.M. in Taxation from Georgetown University Law Center with an academic concentration in Estate Planning. During her time at Georgetown, Ms. Simons served as an extern for the United States Department of Justice, Tax Division. While working on her J.D., she completed her Master’s degree in Personal Financial Planning, represented pro bono clients in tax controversy matters with the IRS, served as a Peer Financial Counselor, and clerked for the Honorable Robert L. Jones, United States Bankruptcy Court, Northern District of Texas.
"Lessons from the Rich and Famous: Celebrity Estate and Tax Blunders"
This presentation will contemplate estate planning and tax issues illuminated by celebrities. We will review and analyze mistake made, the consequence, and how to advise our clients to avoid these costly blunders.
- Prerequisites: None
- Experience Level: Overview
- Advanced Preparation: None
- Teaching Method: Lecture
CE Submission:
- CLE - 1 Hour Pending
- CFP - 1 Hour Pending
- CPE - 1 Hour Pending
- CTFA - 1.25 Hours Pending
Event Information: Registration will open at 11:30am - Program will begin at 12:00pm.
