Introduction
Experienced legal advisor specializing in comprehensive legal strategies for startup founders, integrating sophisticated estate, tax, and asset protection planning seamlessly with corporate legal structures.
My law firm has prepared thousands of deeds for government agencies and individuals across the United States.
My practice focuses on the intersection of trust and estate law and business law, helping startup founders protect their assets, minimize their tax liabilities, and structure their equity ownership for a legally protected and prosperous future.
I have significant expertise in deeds, trusts, quitclaim deeds, and lady bird deeds, providing clients with effective strategies for transferring property interests while maintaining control and maximizing asset protection.
I am also passionate about using technology to streamline and simplify the practice of law.
I have extensive experience in all phases of the legal product design process, from idea generation to customer validation to product launch.
I have served as the principal designer of legal software products that help attorneys automate the process of producing customized, sophisticated documents for their clients.
My work in the automated document assembly field allows me to leverage my expertise in tax, business, estate, and real estate law to create products that meet the needs of attorneys with document-driven practices.
Areas of Expertise:
- Quitclaim Deeds
- Lady Bird Deeds
- Wills & Trusts
- Estate Planning
- Quit Claim Deeds
- Probate
- Asset Protection
- Living Trusts
- Elder Law
- Tax
- Trust Management
- Estate Tax Planning
- Living Wills
Education
- New York University School of Law, New York, New York, LL.M. in taxation (2004 - 2005).
- Tulane University School of Law, New Orleans, Louisiana, Juris Doctor, magna cum laude(2001 - 2004).
- University of Southern Mississippi, Hattiesburg, Mississippi, B.A., Psychology with honors (1999 - 2001).
Awards and Recognitions
- Selected by the Mississippi Business Journal as one of Mississippi’s Top 50 Attorneys for Leadership in Law “Class of 2010.”
- Appointed by Mississippi Secretary of State Delbert Hosemann to serve on the Trust Laws Study Group of the 2009 Business Reform Study Group.
Professional Affiliations:
Bar Admissions
- Eligible to practice law in Texas, verified by the Texas Bar.
- Florida Bar Association, Real Property, Probate, and Trust Law Section
- Alabama Bar Association
- Mobile Bar Association (Alabama)
- Mississippi Bar Association, Business Law Section, Tax Section and Estates and Trusts Section
- American Bar Association, Tax Section and Real Property, Trust and Estate Section
Professional Activities:
- Vice Chairman of the Real Property, Trust and Estate Committee for the Young Lawyer’s Division, American Bar Association
- Liaison between the Real Property, Trust and Estate Committee for the Young Lawyer’s Division of the American Bar Association and the Trust and Estate Division of the Real Property, Trust and Estate Section of the American Bar Association
- Charitable Organizations Committee of the Charitable Planning and Exempt Organizations Group of the Real Property, Trust and Estate Section of the American Bar Association
- Asset Protection Committee of the Real Property, Trust and Estate Section of the American Bar Association
Publications:
- Often‐Missed Asset Protection Aspects of Estate Planning, Mississippi Business Journal (October 6‐12, 2008)
- The Importance of Business Succession Planning in the Overall Financial Plan, Mississippi Business Journal (October 1‐7, 2007)
- Deeds of Trusts and Mortgages, Mississippi Real Property Practice Manual
- Like Kind Exchange Basics, YLD 101 Practice Series, 2007
Representative Speaking Engagements:
- The Mississippi Probate Process from A to Z, NBI Seminars, July 2012.
- 2012 Estate Planning Update, University of Mississippi Continuing Education 2012, 2012 Mississippi Law Update
- Taking Care of Business While You Can, Mississippi Volunteer Lawyers Project, April 2011
- 2010 Estate Planning Update, University of Mississippi Continuing Education, 2010 Mississippi Law Update.
- A Practical Look at Estate Planning (“Top 10 Estate Planning Mistakes Opportunities”), University of Mississippi Continuing Education, 2008 Mississippi Law Update.
- Adjunct Instructor, Real Estate Law, Mississippi Gulf Coast Community College (Spring 2008).
- Eviction and the Judicial Process, Landlord‐Tenant Law in Mississippi (May 2008).
Legal Industry Profiles
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