Aubrey P. Boswell

Top rated estate planning & probate attorney in Dallas, Texas

Tarleton + Boswell, PLLC
Aubrey P. Boswell
Tarleton + Boswell, PLLC

Practice Areas: Estate planning & probate, Tax, Business & corporate; view more

Licensed in Texas since: 2009

Education: Southern Methodist University Dedman School of Law

Selected to Rising Stars: 2022 - 2023
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Tarleton + Boswell, PLLC

8150 N. Central Expressway
Suite 1150
Dallas, TX 75206 Visit website


Attorney Aubrey P. Boswell, a partner at Tarleton + Boswell, PLLC, in Dallas, Texas, focuses in the areas of estate planning, estate and trust administration, taxation, probate, asset protection planning, privacy planning and business formation. Since 2010, he has been helping his clients across Texas turn their goals into reality.

The exclusive combination of Mr. Boswell’s legal knowledge and public accountancy certification from the Texas State Board of Public Accountancy enables him to anticipate potential issues and tax consequences while crafting an estate plan. With a vision to create and implement an effective yet straightforward estate plan for clients of all backgrounds, he guides them through their options and ensures that their legacy has meaning and purpose.

Mr. Boswell graduated with his bachelor’s degree in accounting magna cum laude at the Southern Methodist University and his Juris Doctor degree cum laude at the Southern Methodist University Dedman School of Law. He began his career at a Dallas accounting firm and then moved on to a boutique law firm, where he developed thoughtful estate plans. 

Currently, Mr. Boswell serves on the board of directors of the Dallas Estate Planning Council. He also had a couple of stints as a board member of the Dallas Association of Young Lawyers (DAYL). He maintains a high professional engagement with entities such as the Dallas Bar Association, the TXCPA Dallas and the Texas Society of CPAs. In addition, he holds a “Superb” rating on Avvo. 

Mr. Boswell has contributed his time and effort to community service through DAYL’s Ask-A-Lawyer committee and his alma mater’s Small Business Clinic. He has written articles on various estate planning topics at the DAYL and the Dallas Bar Association.

Practice areas

Estate planning & probate, Tax: business, Business/corporate

Focus areas

Estate planning, Probate & estate administration, Trusts, Tax law, Business formation and planning

  • 50% Estate planning & probate
  • 30% Tax: business
  • 20% Business/corporate

First Admitted: 2009, Texas

Professional Webpage:

Educational Background:
  • Southern Methodist University (B.B.A., Accounting, Magna Cum Laude), 2006
Special Licenses/Certifications:
  • Licensed as a Certified Public Accountant, Texas State Board of Public Accountancy, 2010
  • Board Certified, Estate Planning and Probate Law, 2022
  • Licensed as an Attorney and Counselor at Law, State Bar of Texas, 2009
Scholarly Lectures/Writings:
  • Discussion of penalty that may apply for failure to file federal tax return on time., Author, Potential Penalty for Late Filing Tax Return -- Even if Prepared by Professional, The Dicta, Dallas Association of Young Lawyers, 2017
  • Discussion of differences between a simple Will and a complex Will, and the use of checklists in preparing estate planning documents., Author, What's the Difference Between a Simple Will and a Complex Will?, The Weekly Brief, Dallas Association of Young Lawyers, 2020
  • Discussion of method for modifying irrevocable trusts by agreement of beneficiaries pursuant to case law., Author, Modification of Irrevocable Trusts by Agreement, Headnotes, Dallas Bar Association, 2017
Pro bono/Community Service:
  • Ask-A-Lawyer Clinic, Mesquite Public Library, Dallas Association of Young Lawyers, 2018
  • Small Business Clinic, Southern Methodist University Dedman School of Law, Co-Chief, 2009
White Papers:
  • An in-depth exploration of privacy planning techniques to be used by attorneys and CPAs to assist their clients in safeguarding their privacy in a public world.  , Privacy Planning: Strategies & Techniques for Protecting Your Client's Personal Privacy, 2019
  • The federal estate tax exemption is at an all-time high, but the need for creative ways to transfer assets for ultra-wealthy clients who have exhausted their exemption remains.  In addition, in 2026, the estate tax exemption is scheduled to decline dramatically, leaving even non-ultra-wealthy clients looking for ways to transfer assets with the least amount of taxes.  Practitioners and advisors must understand the strategies and techniques available for transferring assets in a tax-efficient manner so that they can properly make recommendations to their clients., Creative Ways to Transfer Assets Without Any Remaining Exemption, Legal, 2022
Bar/Professional Activity:
  • Member, Dallas Bar Association, 2020
  • Board Certification, Estate Planning and Probate Law, 2022
  • Board of Directors, Dallas Association of Young Lawyers, 2020
  • Member, TXCPA Dallas, 2020
  • Member, Texas Society of CPAs, 2020
  • Finance Committee, Co-Chair, Dallas Association of Young Lawyers, 2020
  • Board of Directors, Dallas Estate Planning Council, 2020
  • Selected as a 2022 Best Lawyer Under 40 by D Magazine., Best Lawyers Under 40, D Magazine, 2022
  • Selected as a 2023 Best Lawyer Under 40 by D Magazine., Best Lawyers Under 40, D Magazine, 2023
  • Selected as a 2021 Best Lawyer Under 40 by D Magazine., Best Lawyer Under 40, D Magazine, 2021
  • Short videos designed to engage colleagues and other professionals and promote awareness regarding estate planning, probate, and small business matters., LinkedIn Short Videos, Legal, Financial, Real Estate, Business, 2023

Office location for Aubrey P. Boswell

8150 N. Central Expressway
Suite 1150
Dallas, TX 75206

Phone: 469-518-9299


2 Years Rising Stars
  • Rising Stars: 2022 - 2023

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