The Briar Club - 2603 Timmons Ln Houston, TX 77027

June 12th, 2025 11:15 a.m. - 1 p.m.

Don’t miss this dynamic discussion featuring three powerhouse women in tax and estate planning. From hot-button issues like IRS enforcement and estate exemption sunsets to proactive strategies for year-end planning, our panelists will walk you through the financial lifecycle of clients and what’s ahead with the “One Big, Beautiful Bill.” Whether you're a seasoned CPA, banker, attorney, or just starting out in finance, you’ll leave with actionable insights and fresh perspectives.

Panelists & Specializations

• Tama Klosek, Klosek & Associates – Estate Planning
• Lucy Petry,  Petry Law Firm – Tax Litigation & Controversy
• Kristen Sayegh, Whitley Penn – Tax Planning & Compliance
• Clair Primm, Aon - Moderator

Kristen Sayegh, CPA, Tax Partner at Whitley Penn

Kristen Sayegh’s tax practice has centered around working with families, entrepreneurs, and closely held businesses focusing on estate planning, financial planning, federal and multi-jurisdictional income tax planning, and professional accounting services.

She is a member of the Houston Business and Estate Planning Council, Houston Estate and Financial Forum, American Institute of Certified Public Accountants (AICPA) and the Texas Society of Certified Public Accountants (TXCPA).  Kristen is the Tax Partner lead for the Private Client Service Industry, serves as Whitley Penn’s partner overseeing the firm’s campus recruiting efforts, and helped start the firm’s Women’s Initiative, WAVE.

Kristen was the University of Houston-Victoria’s 2021 Young Alumna of the Year, Houston Business Journal 2021 Woman to Watch Honoree, and Houston Business Journal  2022 40 Under 40 Honoree.  Kristen was a Rotary Ambassadorial Scholar to Hong Kong, Past President of the Rotary Club of Houston Skyline and a member of Leadership Houston, Class of XXXII.

Kristen received a B.B.A. and M.B.A. from the University of Houston-Victoria.  Kristen and her husband, Joseph, and the proud parents of their two children, Charlotte and Logan.

Lucy Petry, Founder of Petry Law Firm, PLLC

Lucy Petry is the founder of Petry Law Firm, PLLC, where she offers extensive expertise in tax law and business law. As both a Certified Public Accountant (CPA) and an attorney, Lucy provides a comprehensive approach to legal and financial matters, assisting individuals and businesses in navigating complex tax regulations and business challenges.​

Lucy's professional background includes roles in both industry and public accounting. Prior to establishing her law firm, she managed her CPA practice and served as a Controller and Accounting Manager for public and international manufacturing companies. ​ Her commitment to excellence has been recognized by her peers, earning her the distinction of Super Lawyer since 2021.

In addition to her legal practice, Lucy is deeply committed to pro bono work. She serves as the co-chair of the Pro-Bono Committee of the Texas State Bar Tax Section and has been involved with the IRS Volunteer Income Tax Assistance (VITA) program for over 20 years, supervising and preparing more than 15,000 tax returns.

Lucy is also dedicated to education, serving as an adjunct professor at the University of St. Thomas, where she teaches graduate taxation courses.

Lucy's educational background includes an LL.M. from Georgetown University Law Center (2022), a J.D. from South Texas College of Law Houston (2016), an M.B.A. (2008), and a B.B.A. (2004) from the University of St. Thomas.​

Beyond her professional endeavors, Lucy is an advanced diver and a pilot. She is fluent in Spanish and Portuguese, and has traveled to over 55 countries.

Tama Klosek, Klosek & Associates – Estate Planning

Tama’s practice is a tax practice focused on both the domestic and international aspects of estate planning and family wealth transfer and tax-exempt organizations.  Following graduation from Harvard Law School in 1999, Tama began her legal career with Vinson & Elkins in the Probate, Trusts & Estates Group of the Tax Section.  After 10 years at Vinson & Elkins, Tama continued her legal practice with Klosek Howes LLP and formed Klosek & Associates PLLC in June 2013.  Tama is Chambers Ranked in High Net Worth—Private Wealth Law and Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization and has been widely recognized in Houston, the State of Texas and nationally by her peers, as well as her clients and others, as an outstanding attorney in her field.  Tama has significant experience in income, nonprofit (including private foundations), estate, gift, trust and generation-skipping transfer taxation and marital property planning.  She has advised a variety of clients on domestic and international tax matters and also consults on divorce matters in connection with complex marital estates.  In addition to her legal practice, Tama is a Managing Partner in a national life settlements originations firm, Treyled Life Settlements LLC, where she works as part of an experienced management team to assist high net worth and ultra-high net worth clients of Treyled Life Settlements to efficiently exit life insurance contracts on a favorable basis through sales to third party institutional investors when life insurance is no longer desired or advisable.  Tama has many local and regional professional affiliations and has presented seminars and continuing legal education on a range of topics related to her area of expertise, including life settlements, to numerous groups in Houston, Texas and nationally.

Education and Professional Background
•    Harvard Law School, J.D., 1999
•    Columbia University, B.A. Economics with Honors, 1996
•    Admitted to practice: Texas, 1999

Professional Recognition
•    Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization
•    Chambers Ranking High Net Worth—Private Wealth Law – Texas 2020-2024
•    "Texas Super Lawyer", Texas Monthly, 2015-2025
•    Top Lawyer H Texas Magazine November 2020
•    "Texas Rising Star," Texas Monthly, 2004, 2007 - 2014