EDUCATION

• University of Oklahoma (Bachelor of Arts, 1969)
• University of Oklahoma College of Law (Juris Doctor, 1972)
  • Order of the Coif, member of the Oklahoma Law Review
• Southern Methodist University School of Law (Master of Laws in taxation, 1979)

ADMISSIONS

• State Bar of Oklahoma
• State Bar of Texas
• State Bar of California

EXPERIENCE

• University of Oklahoma College of Law – Adjunct Professor of Law (1981-present); courses include Partnership Tax, Corporate Tax, and Taxation of Oil and Gas Transactions, Tax Aspects of Acquisitions and Mergers
• Associate with the law firm of Rain Harrell Emory Young & Doke – Dallas, Texas (1976-1979)
• Captain, United States Air Force, JAGC (1972-1976)
• Leimberg Financial Services – commentator

PROFESSIONAL ORGANIZATIONS & MEMBERSHIPS

• Oklahoma Bar Association: Taxation Section – former chairman
• Texas Bar Association
• California Bar Association
• American College of Tax Counsel – fellow (1989-present)
• American College of Trust and Estate Counsel – fellow (1997-present)

HONORS, AWARDS & RANKINGS

• Oklahoma Super Lawyers – Business/Corporate
• Best Lawyers in America – Corporate Law, Tax Law, Trust and Estates
• Chambers USA Guide to America’s Leading Lawyers

NEWS, ARTICLES & PUBLICATIONS

• Numerous tax articles for Leimberg Financial Services, The Oklahoma Bar Journal, The Texas Bar Journal and Prentice Hall – Oil & Gas Taxes
• Estate Planning Magazine: Maximizing Funding of Credit Shelter Trust With Non-IRA Assets, June 2002, Vol. 29, No. 6
• Estate Planning Magazine: IRS Approves Poorer Spouse Funding Technique, May 2004, Vol. 31, No. 5
• Estate Planning Magazine: The “Just Enough” Funding Technique: An Innovative New Strategy, June 2008, Vol. 35, No. 6

COMMUNITY INVOLVEMENT

• Oklahoma Medical Research Foundation: Board of Directors – Chairman (1988-present)
• Oklahoma City Public Schools Foundation – former member
• Camp Classen: Board of Directors – former member
• Oklahoma City YMCA: Board of Directors – former member
• Britton Christian Church – elder