Accomplished, highly adaptable attorney with significant experience in trusts, business organizations, bankruptcy, real estate, and debtor/creditor relationships. Possesses practical experience in developing/managing a business from inception to profitability. Able to efficiently assess issues/agendas and develop solutions to such matters. Straightforward, honest individual with sound judgment. Exceptional communicator. Additional experience in:
„X Business Entities
„X Secured Transactions
„X Insurance Coverage Issues „X Business Litigation
„X Fraudulent Transfers
„X International Taxation „X Finance & Financial Transactions
„X Domestic & International Trust Law
EXPERIENCE
Corporate, Strategic Business Planning and Preservation of Assets
„X Advised individuals, professionals, businesses, and other organizations concerning:
„Í Long-range business and business succession planning;
„Í Real estate acquisition financing; income, estate, gift, excise, property, and other federal, state, and local and foreign taxes; and
„Í U.S. taxation of foreign entities¡¦ U.S. income, buy/sell arrangements, contract and lease review, Regulation D private placement offerings, income and estate tax strategies, insurance coverage issues, and general protection of assets.
„X Participated in group practice where primary focus was business, bankruptcy, and litigation.
„X Prepared documents, including mortgages, leases, and loan agreements to implement recommendations.
„X Counseled corporate clients concerning legal rights, obligations, creditors¡¦ rights, and bankruptcy litigation.
„X Formulated and put into operation plans for restructuring of troubled loans.
„X Examined legal data to determine advisability of defending/prosecuting lawsuits, including general litigation direction.
„X Review assets and liabilities of clients to determine potential for tax savings.
„X Study legal instruments¡Xsuch as wills, trusts, business agreements, life insurance policies, and government benefits¡Xto estimate value and expenses of estate; compute expenses, taxes, and debts to determine value of adjusted gross estate, using knowledge of accounting and tax laws.
„X Wrote, designed, and produced domestic, foreign, charitable, and non-charitable trusts; documents for corporate formation; foreign/domestic limited partnerships and limited liability companies; and 501(c) entities, including support organizations/private foundations necessary to implement recommendations according to clients¡¦ instructions.
„X Gained familiarity with and employed extensive use of traditional insurance and investment products, as well as private placement insurance at the domestic and foreign levels.
„X Developed extensive contacts with foreign banks, insurance companies, and financing specialists.
„X Participated in panel discussions and mass communication programs to inform public of changes in laws and positions of Internal Revenue Service on various issues.
Title Insurance
„X Researched and prepared bulletins, correspondence, and written memoranda for field underwriters on current legislation and complex and unique questions involving title to real estate.
„X Undertook special assignments on behalf of General Counsel¡¦s office, including the determination of company liability resulting from policy issuance by agent who embezzled premiums and failed to notify home office of the policies he had issued in the name of the company, as well as working out solution to potential impasse involving construction fund disbursement for grain elevator construction which had international implications.
Estate Planning
„X Became founding member and served as first chairman (1997¡V2001) of a regional estate planning forum consisting of estate planning professionals from Alabama, Arkansas, Georgia, Kentucky, Mississippi, North Carolina, South Carolina, and Tennessee.
„X Founder of an organization which produced public seminars/workshops on various topics relevant to business and personal estate planning) as well as an organization by invitation only to professionals serving the financial and tax needs of the small business community).
„X Contributed to writing of major publication about various aspects of business succession, estate, and retirement planning.
„X Wrote monthly column in local newspaper on various aspects of business and personal estate planning, 1994.
„X Received invitation to the faculty of the national organization for attorney/accountant continuing education courses and those on ethics.
„X Taught business law; assisted in curriculum development leading to paralegal certification; and taught courses such as torts, real estate law, bankruptcy, and criminal law as adjunct faculty of major university. Received 1991 award for making the most significant contribution to the furtherance of the paralegal education program in the previous year.
Prosecution
„X Served as part-time deputy prosecutor (concurrent with private practice), conducting prosecution in court proceedings on behalf of state government of crimes involving controlled substances and crimes against property (theft, arson, fraud, and RICO violations).
„X Gathered and analyzed evidence in cases and reviewed pertinent decisions, policies, regulations, and other legal matters pertaining to those cases.
„X Was the first prosecutor in Indiana to successfully obtain conviction under RICO statutes of individual knowingly purchasing stolen property.
AFFILIATIONS AND HONORS
The Offshore Institute
Tennessee Bar Association
National Network of Estate Planning Attorneys
Who¡¦s Who in America
Who¡¦s Who in American Law |
