Robert A. Cox, Jr.

Eddie Booher practices in the area of complex finance transactions, focusing on commercial real estate (acquisitions, development, leasing and construction) and other transactional lending work. Eddie has primary responsibility for the representation of institutional lenders in several commercial real estate conduit loan/securitization programs involving a broad spectrum of property types, including hospitality, multifamily, industrial, retail, office and healthcare properties. His experience...

Daniel Talbert is a lawyer recognized by Best Lawyers in the practice areas of Criminal Defense: General Practice and Family Law. Daniel practices law in Shelby, North Carolina Best Lawyers has recognized Daniel Talbert since 2027. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Daniel Talbert is held by other lawyers.

As former General Counsel for the Americas of The Bank of Tokyo-Mitsubishi UFJ, Ltd. (BTMU), Tom Pennington has extensive experience in the financial services industry and with its regulation, corporate and securities law, and litigation matters. Tom’s focus is on federal regulatory advice, defense and investigations, federal and New York corporate governance, and corporate finance matters. Tom represents financial institutions, and also advises fintech start-ups and clients in the inve...

Preston O. Odom III is a lawyer recognized by Best Lawyers in the practice area of Appellate Practice. Preston O. practices law in Charlotte, North Carolina Best Lawyers has recognized Preston O. Odom III since 2015. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Preston O. Odom III is held by other lawyers.

J. René Toadvine maintains a nationwide practice that focuses on representing management in all facets of employee benefits matters, including: Employee benefits tax issues The Employee Retirement Income Security Act (ERISA) and benefits planning Executive compensation Employee benefits in mergers and acquisitions Bank finance and ERISA issues in securitizations René designs and drafts all types of employee benefits and executive compensation plans with adherence to compliance r...

Steven Williams Walker is a lawyer recognized by Best Lawyers in the practice area of Banking and Finance Law. Steven Williams practices law in Charlotte, North Carolina Best Lawyers has recognized Steven Williams Walker since 2024. The Best Lawyers recognition is based on a peer-review survey of lawyers in the same geographic region and legal practice area. The recognition reflects the professional regard in which Steven Williams Walker is held by other lawyers.

Chris Jones is a nationally recognized specialist in the areas of estate planning and business succession planning. Chris heads the firm’s Wealth & Estate Planning group and has substantial experience advising and counseling clients regarding sophisticated estate planning, business succession, asset protection, charitable planning, life insurance matters, and international estate planning. Understanding that each client has specific, unique objectives, Chris and his team provide cre...

Zack Higbee is a patent attorney known for building exceptional patent portfolios and helping clients navigate competitor IP. With particular experience with fintech/insurtech, electromechanical systems, and biomedical devices, Zack partners with clients to offer tailored solutions and valuable guidance to protect client IP and drive growth with a focus on long-term value and freedom to operate. Zack is a registered patent attorney practicing all aspects of U.S. and international patent prose...

Dane Baltich understands the importance of strategically growing and managing international patent portfolios. He also guides his clients on the issues of licensing, infringement, validity, and enforceability of patents. With his expertise, Dane positions patent portfolios for monetization, downstream litigation, and other strategic purposes for both domestic and international clients. His vast experience includes drafting and prosecuting patent portfolios across a broad range of fields, incl...

Clay Littlefield, a partner based out of the firm’s Charlotte and New York offices, is a member of the Federal and International Tax group. Clay’s practice concentrates on tax issues confronted by underwriters, issuers and investors participating in structured finance transactions, including mortgage and asset-backed securitizations, REMICs, CLOs, REITs, and similar structures. Clay’s practice also focuses on advising financial institutions on the tax and legal aspects of va...