Samantha is a member of the firm’s Tax Group and focuses her practice on estate and trust planning, international tax and trust planning, estate administration, and taxation law.
Overview
Samantha is a member of the firm’s Tax Group and focuses her practice on estate and trust planning, international tax and trust planning, estate administration, and taxation law.
Practice Areas
Industry
Distinctions
- American College of Trust and Estate Counsel, Fellow
- Chambers HNW
- Private Wealth Law (Mississippi), 2021-2024
- Best Lawyers in America®
- Tax Law, 2018-2025
- Trusts and Estates, 2024-2025
- Lawyer of the Year, Tax Law (Jackson, MS), 2023
- Super Lawyers®
- Mid-South Rising Stars, Estate Planning & Probate, 2013, 2018-2023
- Certified Public Accountant, 2011
Bar Admissions
- Mississippi, 2010
- U.S. District Courts
- Mississippi: Northern, Southern
- U.S. Court of Appeals
- 5th Circuit
Education
- New York University, LL.M., Taxation, 2010
- New York Tax Executive Institute: William Duffy Memorial Scholarship
- University of Mississippi, J.D., magna cum laude, 2009
- Moot Court Board
- Order of Barristers
- Ray S. Mikell Law Scholarship
- University of Mississippi, M.Tax., 2007
- Mississippi Tax Institute Fellowship
- University of Mississippi, B.Accy., summa cum laude, 2005
Associations
- Mississippi Bar Association
- Estates and Trusts Section
- Executive Committee, 2019-Present
- President, 2023-2024
- Estates and Trusts Section
- Estate Planning Council of Mississippi
- Executive Committee
- President, 2021-2022
- Executive Committee
- Mississippi Society of Certified Public Accountants
- Secretary, 2018-2019
- Taxation Committee
- Millennial Chair, 2018-2020
- Co-Chair, 2020-2022
- Board of Governors
- Central Chapter
- Past President, 2014-2015
- Vice President of Programs, 2013-2014
- Secretary, 2011-2013
- Mississippi Volunteer Lawyers Project
- Treasurer, 2017-2019
- Board of Directors, 2016-2019
- American Bar Association
- Real Property, Probate and Trust Section
- Young Lawyers Division
- Capital Area Bar Association
Papers, Presentations & Publications
- Speaker, “Buy-Sell Agreements and Form 706” Mississippi Tax Institute, December 2023.
- Guest, "Wills 2023," In Legal Terms Podcast, Mississippi Public Broadcasting, August 29, 2023.
- Speaker, “Buy-Sell Planning,” 2023 Southern Regional Meeting of the American College of Trust and Estate Counsel, May 2023.
- Speaker, “Succession Planning and the Estate Tax Return,” Joint CLE of the Estates and Trusts and Taxation Sections of the Mississippi Bar Association, May 2023.
- Co-Presenter, “Is Estate Planning Still Necessary? Planning for and Probating Nontaxable Estates” MS Bar Association Summer School for Lawyers, July 12, 2022.
- Speaker, “2021 Year End Estate Planning,” Mississippi Society of CPAs Valuation and Litigation Conference, November 18, 2021.
- Speaker, “2021 Year End Estate Planning,” Mississippi Banker’s Association Wealth Management Conference, October 29, 2021.
- Speaker, “Crash Course in Estate Planning,” Jackson, Mississippi, Chapter of the Accounting and Finance Women’s Alliance, May 2021.
- Speaker, “Estate Planning Update – Trends & Topics,” Frances Rushton Seminar, September 2020.
- Speaker, “2017 Developments in Estate Planning,” Mississippi Estate Planning Council, January 2018.
- Speaker, “Nonprofit Organization and Legal Compliance,” 2017 Mississippi Center for Nonprofits annual conference, September 2017.
- Speaker, “Charitable Giving Overview,” Mississippi Estate Planning Council, February 2017.
- Co-Author, “Owners of Family Controlled Entities Must Act Quickly in Light of New IRS Regulations Attacking Valuation Planning,” Butler Snow Client Alert, August 30, 2016.
- Co-Author, "Planning for the $5-$10 Million Couple: Portability or Credit Shelter?," Mississippi Business Journal, May 6, 2016.
- Speaker, “An Overview of Chapter 14,” Central Chapter of the Mississippi Society of Certified Public Accountants, January 2016.
- Speaker, “Estate Planning Overview,” Metro Legal Professionals Association, January 2016.
- Speaker, “An Overview of Chapter 14,” Mississippi Estate Planning Council, November 2015.
- Speaker, “Estate Planning with Insurance,” New York Life, September 2015.
- Speaker, "Estate Planning in 2014," select clients and advisors with financial advisory firms, June 2014.
- "Final Verdict – Final FATCA Regulations and the Questions They Raise for Trust Practitioners," STEP Journal, April 2013.
- "FATCA: Final Regulations Raise Questions for Trust Practitioners," Planning Notes International, February 8, 2013.
- Speaker, "Update on US Estate Planning in 2012," select London law firms and advisors with financial advisory firms, June 2012.
- "FATCA – What Non-US Financial Institutions Should Do Now," Corporate Finance Review, January/February 2012.
- "Closing out the Year: Clocks Ticking on Year-End Tax Incentives and Planning," Mississippi Business Journal, November 28, 2011.
- "End of Year Planning: Taking Advantage of Expiring Tax Incentives," Planning Notes, October 2011.
- "FATCA – What Non-U.S. Financial Institutions Should Do Now," Planning Notes International, September 2011.
- "The Tax Relief Act of 2010: Business Incentives," Planning Notes, April 2011.
- Speaker, "Update on US Estate Planning in 2011," select London law firms and advisors with financial advisory firms, April 2011.
- "Tax and Employee Benefit Consequences of Healthcare Reform," Pro Te: Solutio, January 2011.
- "The Tax Relief Act of 2010: An Overview of Estate, Gift and Generation-Skipping Transfer Tax Provisions," Planning Notes, January 2011.
- "Planning for the Largest Tax Increase in U.S. History," Planning Notes, October 2010.
- "New Law Provides Significant Tax Breaks to Businesses," Planning Notes, September 2010.
Civic Involvement
- Friends of Children's Hospital, Board of Directors
- St. Dominic Health Services Foundation, Board Member