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Jason R. Hanna, J.D.

Jason Hanna, J.D. Photo

Jason Hanna is a Senior Attorney at Kearney, McWilliams & Davis, PLLC, practicing in litigation, probate, estate planning, and elder law. Each of these practice areas is closely interrelated, and developing strategies to protect or transfer wealth to successive generations is a common theme in each. For Jason, whether it is assisting Medicaid applicants in restructuring their estates to obtain eligibility for long-term care Medicaid programs or helping clients to determine the best estate plan for their situation, it is always about protecting client interests—in and out of the courtroom.

A native of Galveston, Jason now lives north of Houston, practicing in Harris and surrounding counties. Jason proudly served his nation with distinction in Afghanistan in 2005 and 2006. After separation from active duty in 2008, and with the values and principles he learned during his career in the U.S. Air Force—integrity, service before self, and the pursuit of excellence—Jason graduated with a 4.0 from Texas State University in San Marcos, Texas in 2011. He later graduated magna cum laude from South Texas College of Law in 2014.

Mr. Hanna is licensed to practice law in Texas and is based in the Houston, Texas office of Kearney, McWilliams & Davis.

Representative Litigation & Transactions:

  • Represented hundreds of clients to the Texas Health and Human Services Commission after developing and assisting in the implementation of a Medicaid eligibility strategy, including cases related to minimum and maximum SPRAs, expanded SPRAs, spend-downs, over-income applicants, naturalized immigrant applicants, applicants below 65 with cognitive impairment (with or without SSI), special needs trusts, transfer penalties, and elder abuse and exploitation, among other nuanced issues
  • Prevailed in numerous fair hearings appeals against the Texas Health and Human Services Commission with favorable outcomes for Medicaid recipients, applicants, and nursing facilities
  • Developed hundreds of simple will-based estate plans designed to meet specific client goals, concerns, and budget, including powers of attorney for health care and financial matters, guardian nominations, advanced directives, and agent appointment for disposition of remains
  • Assisted numerous clients with very narrow estate planning goals, such as (d)(4)(A) Special Needs Trusts, (d)(4)(B) Qualified Income (Miller) Trusts, five-year lookback Medicaid trusts, irrevocable trusts, charitable trusts, charitable unitrusts, family unitrusts, family limited partnerships, 529 Plan education trusts, pooled trusts, and wealth and asset protecting tax shelter trusts
  • Probate of wills, will copies, holographic wills, and codicils, and lost wills
  • Small estates affidavits and affidavits of heirship
  • Negotiated surviving spouse’s homestead property rights related to claim for reimbursement in both cordial and contested delayed intestate succession matters
  • Negotiated numerous family settlement agreements for quick conflict resolution
  • Heirship determinations, DNA testing and paternity, independent and dependent administrations, and trust administrations, all in contested and uncontested probate matters
  • Achieved a quick take nothing judgment against client’s former Realtor who claimed damages under the extender (safety) clause of standardized TREC residential resale contract
  • Negotiated favorable terms for tenants seeking release from rental contract due to presence of harmful mold
  • Prevailed against Plaintiff seeking restraining order and temporary and permanent injunction in dispute related to trademark and other intellectual property rights, allowing client to maintain business operations and brand awareness
  • Business agreements and formations, promissory notes, convertible notes, real estate transactions, title disputes or clouded title, and property conveyances

Prior Experience:

  • The Estes Law Firm: Civil Litigation
  • The Bond Law Firm: Estate Planning, Probate, Elder Law, Business Formation, Contract Drafting
  • Blizzard, McCarthy & Nabors: Law Clerk
  • Roberts Markel Weinberg Butler Hailey PC: Law Clerk
  • Baker Hughes: Law Clerk

Admissions to Practice:

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