Business Contracts – negotiating and drafting construction contracts, master service agreements, vendor contracts, purchase agreements, and buy-sale agreements.

Commercial Lending – drafting loan documents as well as representing lenders in workouts.

Company Formations – structuring and forming limited liability companies, limited partnerships, corporations, and joint ventures in a tax efficient manner.

Estate Planning and Wealth Transfer – as a board certified estate planning and probate attorney, extensive experience working with families and individuals to achieve their estate planning and wealth transfer goals in a tax efficient manner utilizing wills, family limited partnerships, limited liability companies, and trusts as appropriate.

Investment Opportunities – structuring investment opportunities in a tax efficient manner considering both income and estate taxes as well as liability protection.

Probate and Trust Administration – extensive experience representing corporate and individual executors and trustees.

Purchase and Sale of Businesses – negotiating and structuring the purchase and sale of companies and businesses.

Financial institutions, lenders, family offices, business owners, trustees, executors, and individuals.

Banking, engineering and construction, trust departments, and family offices.

• J.D., Baylor University School of Law, Waco, 1992
• BBA in Accounting and Finance Texas A&M University, College Station, 1988

• Licensed attorney – Texas
• Board Certified Estate Planning Attorney – Texas Board of Legal Specialization
• Certified Public Accountant – Texas

• State Bar of Texas – Business Law, Construction Law, and Corporate Counsel Sections
• American Institute of Certified Public Accountants
• Texas Society of CPAs
• East Texas Chapter of CPAs, past director
• East Texas Estate Planning Counsel, past president and director
• Southwest Association of Bank Counsel, past director

• All Saints Episcopal School, Trustee 2011 to 2020
  Board positions included Chairman of Finance Committee, Chairman of Committee on Trustees, and Chapel Committee Chairman.
• Tyler Museum of Art, Trustee 2015 to 2021Finance Committee and Investment Committee
• Hospice of East Texas Foundation Committee Member 2017 to Present, Endowment Investment Committee
• Marans Charitable Fund Donor Advisor 15 years