With nearly three decades of experience, Tobey advises high-net-worth individuals, families, business owners, fiduciaries, private foundations, and public charities on sophisticated matters, including estate planning, generational wealth transfer planning, probate administration, charitable giving, business succession, private foundation governance, and fiduciary matters. Her background combines tax expertise, large-firm practice, entrepreneurial leadership, nonprofit governance experience, and executive management experience, allowing her to bring a practical and strategic perspective to complex legal and tax issues.
While legacy planning is her primary focus, Tobey has also advised charitable entities on an array of issues for nearly three decades, including formation and governance, joint ventures, mergers, and acquisitions. She also advises small, family-held businesses on formation, governance, and succession planning.
Tobey previously represented clients in tax controversy matters.
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The University of Texas at Austin School of Law, J.D., 1997
- Member, Texas Law Review
- Member, University College London Exchange Program
- Member, Phi Kappa Phi
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Rice University, B.A., Chemistry, 1993
- Member, Honor Council
Bar Admissions
- Texas
- New York
- STEAM Role Model, Greater Houston Women’s Chamber of Commerce, 2025
- “Rising Star,” Texas Super Lawyers, 2007, 2011