JoAnne Wallace McIntosh

PARTNER

BIO

JoAnne McIntosh assists clients with all of their estate planning needs, ranging from those who just need simple wills and trusts to others requiring extremely complex tax planning. Her tax planning practice includes advising business owners, especially with business succession planning. Her practice also encompasses guiding clients through the probate process including fiduciary litigation.  

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In addition to her estate planning and probate practice, JoAnne McIntosh has over 20 years experience working on federal tax issues affecting individuals, trusts, corporations, partnerships, and charitable entities. She represents both individual and corporate clients in both civil and criminal federal tax matters in U.S. District Court, U.S Tax Court and administrative proceedings with the IRS. Immediately after law school, JoAnne clerked for the late Honorable Judge John H. Hannah, Jr., chief judge of the U.S. Eastern District Court of Texas. She is a licensed CPA and worked at KPMG Peat Marwick in Austin, prior to attending law school.

EDUCATION

• University of Texas School of Law (J.D., May 1996)

• University College London (Faculty of Laws Affiliate Student, Fall 1995)

• University of Texas at Austin (Master in Professional Accounting, May 1991)

• University of Texas at Austin (Bachelor of Business Administration, with honors, May 1991)

PROFESSIONAL LICENSES

• Attorney at Law, Texas, 1996

• Certified Public Accountant, 1993 

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

CREDENTIALS

• Prior President of the Estate Planning & Probate Section of the Austin Bar Association

• Admitted to practice in the U.S. Tax Court, the U.S. District Courts of the Western, Eastern, Southern and Northern Districts of Texas