Practice
Provide legal and tax planning for multi-generational, family-owned companies and trusts.
Primary outside counsel for bank trust department.
Negotiate and structure new business and investment opportunities for clients.
Utilize limited partnerships, LLCs, corporations, and trusts to maximize tax benefits and liability protections.
Structure and draft commercial and financial transactions and business succession plans.
As board certified estate planning attorney, work with clients to develop, draft, and implement estate plans.
Develop charitable plans to accomplish family philanthropic goals with optimal tax benefits.
Represent lenders in the preparation of loan documents and loan workouts.
Represent construction companies in the negotiation and drafting of construction contracts and in construction disputes.
Education
Baylor School of Law
Juris Doctor, November 1992
Texas A&M University, College Station
BBA Accounting, BBA Finance, May 1988
Certifications
Licensed attorney – Texas.
Certified Public Accountant – Texas.
Board Certified Estate Planning Attorney – Texas Board of Legal Specialization.
Professional Organizations
State Bar of Texas – Business Law, Estate Planning, and Corporate Counsel Sections
American Institute of Certified Public Accountants
Texas Society of CPAs
East Texas Chapter of CPAs, past director
East Texas Estate Planning Counsel, past president and director
Southwest Association of Bank Counsel, past director
North Texas Chapter of GPA Midstream, past director
Community Involvement
Tyler Junior College Foundation, current director
Tyler Museum of Art, Trustee 2015 to 2021, Finance Committee and Investment Committee
Hospice of East Texas Foundation, committee member 2017 to present, Endowment Investment Committee
Marans Charitable Fund, donor advisor 2008 to present, Charitable grant making focused on Pittsburg, Texas, and surrounding East Texas communities.
East Texas Community Foundation, past director and policy committee member
All Saints Episcopal School, trustee 2011 to 2020
Board positions included Chairman of Finance Committee, Chairman of Committee on Trustees, and Chapel Committee Chairman
