JD, cum laude, Cumberland School of Law, Birmingham, Alabama, 1992
LLM, Taxation, University of Alabama, Tuscaloosa, Alabama, 1996
Representation of individual and corporate fiduciaries in the administration of trusts and estates, including issues arising from alleged breaches of fiduciary duties, allocations of principal and income, interpretations of will and trust language and caveats to wills.
Representation of business owners with creation and implementation of plans for transferring the business to children or key employees, including drafting wills, trusts, buy-sell agreements, and shareholder agreements.
Representation of numerous high net worth individuals and families with complex transfer and income tax planning strategies and transactions.
Former Chief Operating Officer and General Counsel for multi-strategy hedge fund responsible for all legal, compliance, financing, risk, accounting, and trade settlement operations.
United States Marine Corps, Reserve, Commissioned Officer, 1988-1993
Law Clerk, Honorable Robert R. Merhige, Jr., United States District Court, Eastern District of Virginia
Admitted to practice in North Carolina, Virginia, Mississippi and Alabama
Fellow, American College of Trust and Estate Counsel; Member, Fiduciary Litigation Committee