Mr. Steve Pitzner, BBA., JD., EPC

Mr. Pitzner received his B.B.A. from the University of Wisconsin, Madison in 1966. He received degrees in finance and accounting. In 1969 Steve received his Juris Doctorate (J.D.) from Baylor University in Waco, TX.

Steve Pitzner has extensive experience in all facets of business/commercial law, tax, real estate law, tax and estate planning and business litigation. Mr. Pitzner has extensive private practice experience working with high “net worth” individuals and small and mid size business and professional firms on all types of estate plans including tax structures, complex wills and trusts, family limited partnerships, private placements, public offerings and securities. He has substantive experience working with brokers with a mid-size regional securities firm in Dallas and with major banks and financial planners in Dallas on the estate planning and tax needs of their upper income professional and business clients. Mr. Pitzner has also served as regional claims counsel for Chicago Title Insurance Company out of their Dallas regional office giving him extensive real estate law background and experience.

Mr. Pitzner represents a Dallas based regional securities firm and has handled several major mergers/acquisitions for said firm as well as numerous securities arbitration proceedings. Mr. Pitzner also handles general corporate/transactional law and has supervised several bank mergers/acquisitions, as well an initial public offering for a national pharmacy chain.

Mr. Pitzner holds the following licenses:

• Wisconsin Bar License
• Texas Bar License
• Colorado Bar License
• Texas CPA License
• Securities Licenses (Series 7 and 66) and Texas and Colorado Life and Health Insurance Licenses. Mr. Pitzner currently holds these licenses with Met Life in Dallas, TX.

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