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Areas of Emphasis
- Estate Planning
- Estate Administration
- Business Planning
- Taxation Law
- Executive Compensation
- Employee Benefits
Distinctions
- AV-rated, Martindale-Hubbell
- The Best Lawyers in America®, Trusts and Estates
- Mid-South Super Lawyers®, Estate Planning and Probate
- Adjunct Professor, Individual Tax Accounting I and Advance Accounting II, Mississippi State University
Education & Honors
- New York University, LL.M., Taxation, 1981
- University of Mississippi, J.D., 1980
- University of North Carolina, B.S., History, 1977
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Associations
- American Bar Association
- Taxation Section
- Business Law Section
- Real Property, Probate and Trust Law Section
- National Academy of Elder Law Attorneys
- Mississippi Bar
- Taxation Section
- Chairman, 1990-91
- Executive Board, 1987-92 and 1998-2000
- Business Law Section
- Estate Planning Council of Mississippi
- Capital Area Bar Association
- Jackson Tax Forum
Bar Admissions
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Legal Experience
- Represented numerous fiduciaries in the administration of various estates with probating the Will, obtaining appraisals, reviewing and completing estate tax returns and dealing with subsequent IRS audits.
- Represented numerous clients with closely held businesses in proper entity selection, establishment of the business entity, mergers and acquisitions and succession planning.
- Represented clients in establishing private foundations and funds at local universities to fund stadium improvements, scholarship programs and professorships.
- Represented medical practices with the admission and withdrawal of shareholders, partners and members, “S” corporation elections, fringe benefits and retirement planning.
- Represented clients designing their estate plans and drafting and preparing wealth transfer documents to accomplish such goals.
Papers, Presentations, & Publications
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