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.
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