S. Ryan Carlock

 S. Ryan Carlock

S. Ryan Carlock

Direct: 713-979-4705

 Legal Experience Summary

Ryan Carlock is a corporate and tax attorney experienced in federal, state and other tax matters relating to the formation, operation and liquidation of various business entities. He is primarily focused on partnerships, limited liability companies, corporations and trusts engaging in a variety of businesses.

Areas of Practice

Business and Tax Planning:

  • Income tax planning for S and C corporations, partnerships and limited liability companies
  • Preparing shareholder agreements, buy-sell agreements, partnership agreements and LLC operating agreements
  • Drafting employment agreements, stock option and phantom stock plans, deferred compensation plans and covenants not-to-compete and nondisclosure agreements
  • Representing clients in asset and stock acquisitions and other corporate transactions, including mergers, reorganizations and recapitalizations

Estate and Wealth Planning:

  • Counseling clients with regard to estate, tax and charitable gift planning and business succession planning
  • Drafting wills, powers of attorney, living wills, beneficiary designations, trusts, gift and estate tax returns
  • Wealth preservation and asset protection planning using family limited partnerships, asset protection trusts and irrevocable life insurance trusts
  • Planning and implementation of discount leveraging to transfer wealth to successive generations


  • Master of Laws (LL.M) in Taxation, 2013 – Southern Methodist University Dedman School of Law, Dallas, TX
  • Juris Doctor, 2012 – University of Houston Law Center, Houston, TX
    • Phi Delta Phi Legal Honors Fraternity
    • Houston Business and Tax Law Journal
  • B.A. in Communications, 2006 – University of Oklahoma,  Norman, OK

Professional Licenses

  • State Bar of Texas, 2012

Professional Experience

  • Drew & McCallum, LLP, The Woodlands, Texas – Legal Intern, Summer 2011
  •  The Honorable Joseph Halbach, Harris County Civil District Court – Law Clerk, Spring 2011
  •  The Honorable Joseph Migliozzi, Norfolk General District Court – Law Clerk, Summer 2010

Professional Memberships and Activities

  • American Bar Association
  • Houston Bar Association, Tax Section
  • Dallas Bar Association, Tax Section
  • Houston Estate & Financial Forum
  • Texas Young Lawyers Association