Jovana Popovich /  shareholder  /

Jovana Popovich is a shareholder with FizerBeck, practicing taxation, estate planning and probate administration.  Jovana assists clients in designing and implementing simple to complex estate plans, including the drafting of simple and complex Wills and Trust agreements, as well as drafting, implementation, and reporting of sophisticated estate planning documents and techniques. With respect to estate administration, Jovana assists client with the administration of both taxable and non-taxable estates, including the funding of testamentary trusts. Jovana also assists clients with the preparation and review of Gift Tax Returns and Estate Tax Returns, allocations and elections associated with the Generation-Skipping Transfer Tax and analysis of matters pertaining to Estate, Gift, and GST Taxes.

Educational Background

  • University of Texas at Austin School of Law, Austin, Texas J.D., 2011;
  • University of Texas at Austin, Austin, Texas, B.A. in Psychology,with Honors, 2008;

Professional activities

  • State Bar of Texas (Real Estate, Probate and Trust Law Section and Tax Section)
  • Houston Bar Association (Real Estate, Probate and Trust Law Section)
  • Houston Estate and Financial Forum
  • Houston Young Lawyers Association
  • Fellow, Texas Bar Foundation

PROFESSIONAL AWARDS AND SPECIALIZATIONS

  • Board Certified in Estate Planning and Probate Law, Texas Board of Legal Specialization, 2016

Publications & Speeches

  • Author and presenter, Gift and Estate Tax, Where Are We Now? Disability & Elder Law Attorneys Association, February, 2015
  • Author, Trust Modifications: Basics, Tax Considerations, and Beyond, State Bar of Texas, 22nd Annual Advanced Estate Planning Strategies Course April, 2016
  • Presenter, Basics of Estate Planning with Life Insurance,  Society of Financial Service Professionals, Advanced Education Seminar May, 2016