Britney Clark is a Partner in Wick Phillips’ Tax and Estate Planning section, where she specializes in creating comprehensive, tax-efficient estate plans for high-net-worth clients. With over 18 years of experience in the legal and financial services sectors, she has guided families, entrepreneurs, and executives through the complexities of wealth preservation and succession planning. Britney is certified by the Texas Board of Legal Specialization in Estate Planning and Probate.
As a Certified Financial Planner™ (CFP), Britney collaborates with clients and their other trusted advisors to provide a customized and holistic approach to the wealth transfer planning process. Clients value her ability to break down complex tax and estate concepts in clear, understandable terms, empowering them to make informed decisions that align with their financial and personal goals.
Britney’s practice focuses on design and implementation of complex estate and transfer planning strategies, including irrevocable life insurance trusts, family limited partnerships, grantor retained annuity trusts, intentionally defective grantor trusts, and domestic asset protection trusts. She also advises on premarital agreements, asset protection strategies, real estate transactions, trust modifications and decanting, and business entity selection and formation.
Britney is a Chartered Advisor in Philanthropy® and is passionate about helping clients amplify the impact of their philanthropy while minimizing estate and income tax exposure. She frequently provides counsel on a range of giving options including charitable trusts, private foundations, and donor-advised funds. Britney serves on the Advisory Council for Communities Foundation of Texas and the Scholarship Committee for Southwest Community Foundation, and regularly volunteers with her family at the Austin Street Center.
Prior to joining Wick Phillips, Britney most recently served as financial advisor at a national Registered Investment Advisor (RIA) firm and previously held the position of corporate vice president at The Nautilus Group, where she developed comprehensive estate and business succession plans for high-net-worth families and business owners.
- Spousal Lifetime Access Trusts: Opportunities Using Second-to-Die Life Insurance Policies, Journal of Financial Planning Service Professionals, Nov 202, Vol 64, Issue 6, p.50
- Best Lawyers: Ones to Watch® in America – Trusts and Estates (2023-2025)