Our clients’ needs come first. Period.  We stake a 37-year business reputation of absolute integrity in the personal trust and estate management business on each and every engagement.  While estate liquidations do not constitute a fiduciary relationship, we conduct our business with adherence to strict trust principles.  We always avoid conflicts of interest and self dealing.  Professionals can rest assured that our experience and reputation will help to protect them as they administer their clients’ property.

 

One of the area’s most active estate sellers, averaging 30 sales per year, Carol has been in the business for 19 years, following a 15-year career as a registered nurse specializing in operating room and plastic surgery.

Her thorough knowledge of both antiques and regular personal property was first gained as one of the original dealers at Antiqueland Mall in Plano (1995-2001). She gave up her retail business in 2001 to strictly concentrate on estate sales and appraisals of personal property, which also served to reduce potential conflicts of interest.

Carol is an Accredited Member of the International Society of Appraisers (ISA) www.isa-appraisers.org.  She stays active in the North Texas chapter after four years as an officer and attends National conference most years.  She spends several weeks per year receiving continuing education training, having completed the ISA’s Antiques and Residential Contents course and many seminars and classes on various types of antiques and collectibles.   She also received art conservation instruction at the Phoenix Art Conservation Laboratory in San Antonio. In the fall of 2005 she was selected as one of the Dallas area’s top appraisers by DHome magazine, and she appeared in their 2006 Dallas Gold Pages. Finally, she was chosen as one of the antiques appraisers for the Junior League of Dallas’ “Antique is Chic” appraisal event (similar to the PBS Antiques Roadshow) held in conjunction with their Days of Spring Market in April of 2006.  She maintains current USPAP certification.

Carol’s appraisal work involves estate settlement, Federal Estate Tax valuations, insurance, divorce, charitable donations, and business reorganizations.

She has also lectured on the value of antiques, collectibles and personal property to numerous church groups, social clubs, AARP chapters, and spoke for the Private Client Group of a major Texas bank and area Bar Association.

Carol resides in the Canyon Creek area of Richardson, Texas and conducts her estate liquidation and appraisal business primarily in the Dallas/Fort Worth Metroplex.

Gary brings to JLA Treasures a clear understanding of the needs and concerns of professional fiduciaries and their advisors. A former director of the Plano Rotary Club (www.planorotary.com), former Trustee of the Dallas Rotary Foundation, and a past Trustee of the Plano Rotary Foundation, Gary is also past Chairman of the Board of the Dallas Lighthouse for the Blind (www.dallaslighthouse.org), and is a past Director (and former Chairman) of the multi-million dollar Dallas Lighthouse Foundation. He currently holds memberships in the Dallas Estate Planning Council, the Tarrant County Probate Bar Association, and is presently a Director of the Estate Planning Council of North Texas.

As the former owner of a Texas-licensed independent automobile dealership, and as a collector of classic cars and vintage military firearms, Gary also handles the motor vehicle and firearm appraisals and liquidations for JLA Treasures.

Gary’s trust and probate career spans 37 years. With an MS in Taxation, and as an Accredited Estate Planner (AEP®), he was formerly head of the Estate Tax Division of a major Dallas bank, and Regional Trust Manager (and Board member) of the Texas subsidiary of one of the world’s largest financial services institutions. He also served as Chief Operating Officer of a Houston-based private trust company.

Gary currently serves as Senior Vice President and Dallas Market Manager of Encore Trust, the trust division of Houston-based private bank and wealth management company Encore Bank, N.A. Encore offers management of personal trusts, court-created trusts, investment management agencies, decedents’ estates, private foundations, and charitable trusts.

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