ATTORNEYS
Expertise
Charitable Organizations
Charitable Organizations
Lending and Finance
Lending and Finance
Corporate Law
Corporate Law
Business and Entity Formation and Governance
Business and Entity Formation and Governance
Mergers and Acquisitions
Mergers and Acquisitions
Estate Planning
Estate Planning
Administration of Trusts and Estates
Administration of Trusts and Estates
Asset Protection
Asset Protection
Wealth Transfer Planning
Wealth Transfer Planning
Trust and Estate Litigation
Trust and Estate Litigation
Real Estate
Real Estate
Tax Controversies
Tax Controversies
EDUCATION
- University of Oklahoma (Bachelor of Business Administration in Finance, 2000)
- Oklahoma City University School of Law (Juris Doctor, 2008, Summa cum laude)
- Cali Awards for top student – Income Tax, Estate and Gift Tax, Legal Research and Writing I and II; Multiple Faculty Honor Roll Selections; Graduated in the top five percent in his class
- University of Florida Levin College of Law (LLM in Taxation, 2009)
ADMISSIONS
- United States Tax Court
- State Bar of Oklahoma
- United States District Court for the Western District of Oklahoma
PROFESSIONAL ORGANIZATIONS AND MEMBERSHIPS
- Past Chairperson for the Oklahoma Bar Association , Tax Section (Nov 16 to Nov 17)
- American Bar Association
- Estate Planning Council, Oklahoma City Oklahoma
- Oklahoma City Tax Lawyers Breakfast (former Treasurer)
- Member of two other informal tax/estate planning working groups
PRIOR EXPERIENCE
- Former tax partner/shareholder at Andrews Davis, PC: (1) assisted clients with disputing/protesting tax proposed by the Internal Revenue Service and the OTC; (2) reviewed and drafted tax related provisions in connection with private security offerings and the purchase/s sale of businesses; (3) documented and assisted clients with the purchase and sale of businesses; and (4) prepared legal opinions on the federal and income tax consequences of various transactions; and (5) assisted with client with estate planning for medium and large estates.
- Associate at: (1) Riggs, Abney, Neal, Turpen and Orbison & Lewis; and (2) Day, Edwards, Propester & Christensen.
- Prior to becoming an attorney, worked five years as a Budget Analyst for the Office of State Finance.
Make a Payment
Beginning November 20, all credit card payments will be subject to a 2% processing fee. This fee is to cover the actual cost charged by the card processor. The processing fee reflects only the actual cost incurred by the firm.
Make a Payment: Retainer/Replenish Trust