Rex L. Hogue is an Attorney and Partner with the firm Haiman Hogue, PLLC, in Frisco Texas.
Mr. Hogue limits his practice to estate planning, including estate and gift tax planning, tax planning, business planning, asset protection planning, charitable planning, probate, trust, and estate administration matters.
He has a statewide law practice, planning for estates ranging in size from very small to about $300 million. He frequently works with other attorneys on complex estate planning cases. Limited partnerships expertly prepared by him have received valuation adjustments ranging from 40-60% from IRS appraisers.
Mr. Hogue started his legal career practicing estate planning with the law office of Barnhouse & Associates, in Richardson, Texas, in 1992, eventually becoming a name partner in the firm. In 1994, he accepted a position at Warner E. Stone & Associates, in Dallas, Texas, as the head of the estate-planning department. In November 1996, he joined Matt Fry to form the law firm of Fry & Hogue. After being a solo practitioner, Rex L. Hogue, PC, for several years, Mr. Hogue partnered with Bradley L. Bolinger to form the firm of Bolinger & Hogue, LLP, from 2006-2013. On June 1, 2016, he merged with another law firm, forming Haiman Hogue, PLLC.
Mr. Hogue designed the family limited partnership in the case of Estate of Kelley v. Commissioner, TC Memo 2005-235. The case was decided in 2005 and is considered a huge taxpayer victory. He is frequently asked to speak regarding their success in that case.
Presentations and Publications by Rex Hogue
Mr. Hogue is a published author and is one of seven co-authors of the Family Limited Partnership Practice System, published by WealthCounsel, LLC. It is a six-volume set designed for estate planning attorneys, published in 2000 and is available for sale to attorneys. He is also a contributing author to WealthDocs, the WealthCounsel Document Assembly System. He was a contributor to a two-day course for attorneys on Family Limited Partnerships and the presentations in the Family Limited Partnership Practice System practice development modules, and formerly published two ezines, Today in History and Wealth Creation and Preservation.
The book Practical Estate Planning is an easy to understand book for the general public that explains the pros and cons of the basic estate planning tools, and explains how to go about the estate planning process. He wrote several reports on estate planning:
- A Family Estate Planning Report
- Beneficiary Designations
- Is Your IRA an IOU, to the IRS?
- Title to Property
- Case Histories
- 6 Bullets Your Simple Will Can’t Dodge
- Heritage Trusts
- The Ultimate Asset Protection Plan
- Several articles for the Dallas Association of Life Underwriters magazine
Mr. Hogue has six courses for financial and accounting professionals:
- Practical Estate Planning “A to Z”
- Introduction to Estate Planning
- Practical Irrevocable Life Insurance Trusts
- What Every CPA Should Know About Estate Planning – for Small Estates, Mid-Size Estates, and Large Estates
Mr. Hogue frequently lectures and teaches about estate planning. He is a certified instructor through the Advanced Wealth Strategies Institute for Estate Planning, an organization that provides Continuing Education credit courses for insurance agents and financial planners, and for Continuing Professional Education for CPAs.
Mr. Hogue has taught Continuing Legal Education courses in estate planning. He has spoken several times on estate planning subjects to the Irving Bar Association, the Denton County Bar Association, the Frisco Bar Association, the Collin County Bar Association, the Plano Bar Association, the National Network of Estate Planning Attorneys, WealthCounsel, the Texas Forum, InKnowVision, and such groups as Lorman Educational Services, My Law CLE, Optimal Financial Group, and Sterling Education Systems.
Mr. Hogue teaches Continuing Education courses for life insurance agents and financial planners in a variety of estate-planning subjects. He has trained life insurance agents for the National Association of Insurance and Financial Advisors, and companies such as All State, Ameriprise Financial Advisors (including speaking at the American Express Education Day), American General Life Insurance, Farmers Insurance Group, Dean Witter, Metropolitan Life (including speaking at the MetLife Tax Institute), New York Life, Northwestern Mutual, Prudential, Southwest Securities, and other companies. Insurance companies frequently have him speak to their agents in the state of Texas. He also trains the appraisal experts at Appraisal Technologies Inc., a nationally known appraisal firm, in estate planning.
Mr. Hogue has taught courses in estate planning at local community colleges for adult continuing education and a variety of small groups such as civic clubs, ladies clubs, investment clubs, etc. In addition to presenting courses on estate planning techniques, he has presented related courses on planning for minor children, planning for special needs, property ownership, community property, the initial client interview, and estate planning for qualified retirement plans.
Mr. Hogue has also been a guest on several radio shows regarding estate planning. He co-hosted a radio show called Tax Talk in 2010 with Jeff Pickering.
Mr. Hogue graduated from Texas Tech University, located in Lubbock, Texas, receiving his B.A. in 1982. He worked as a business specialist and managed an office for Business Investment Group, specializing in the merger and acquisition of privately held companies. He later founded a financial consulting firm. Then he went to law school, receiving his Juris Doctor in 1992 from Regent University; a private Christian graduate school located in Virginia Beach, Virginia.
Mr. Hogue is a member of the State Bar of Texas (and the Real Estate, Trust, and Probate Section), is a current subscriber to WealthCounsel, the Texas Forum, the Denton County Bar Association (Real Estate, Trust, and Probate Section), and the Asset Protection Council™. He served a three-year term as the president of the Texas Forum from 1995 through 1998. The Texas Forum serves more than forty estate planning attorneys across Texas, providing at least one “Education Day” per year for attorneys to provide training in up-to-date estate planning techniques, and providing a support network to assist attorneys in a variety of ways in their practices. He is a former member of the National Network of Estate Planning Attorneys from 1993 to 2001, and formerly a member of the Irving Bar Association and the Frisco Bar Association.
How can you schedule Rex Hogue to speak at your event?
Rex Hogue is an experienced speaker and presenter with a passion for providing industry-leading information to audiences. He is available to speak at your conference or appear at one of your events.
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Retirement Resource Center online CE courses available from Rex Hogue:
IRA Beneficiary Designations and Surviving Spouse Strategies: Why Many IRA Owners Should Use a Retirement Plan Trust – Rex Hogue
Qualified retirement plans can create numerous estate planning problems. Upon death, an IRA is subject to income tax, federal estate tax, possible state income tax, and possible state inheritance tax. A retirement plan trust can avoid tax problems while it protects beneficiaries.
Let this estate law expert help you learn about how a retirement plan trust avoids problems such as a beneficiary deciding to cash out early, or a beneficiary rolling over the client’s IRA into the beneficiary’s IRA, problems with naming individuals as beneficiaries, and more.
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