Distinctions · AV-rated, Martindale-Hubbell · The Best Lawyers in America®, Trusts and Estates · Mid-South Super Lawyers®, Estate Planning and Probate · Adjunct Professor, Individual Tax Accounting I and Advance Accounting II, Mississippi State University Associations · American Bar Association
- Taxation Section
- Business Law Section
- Real Property, Probate and Trust Law Section · National Academy of Elder Law Attorneys · Mississippi Bar
- Taxation Section · Chairman, 1990-91 Executive Board of Directors, 1987-11
- Business Law Section · Estate Planning Council of Mississippi · Capital Area Bar Association · Jackson Tax Forum Legal Experience · Represented numerous fiduciaries in the administration of various estates with probating the Will, obtaining appraisals, reviewing and completing estate tax returns and dealing with subsequent IRS audits. · Represented numerous clients with closely-held businesses in proper entity selection, establishment of the business entity, mergers and acquisitions and succession planning. · Represented clients in establishing private foundations and funds at local universities to fund stadium improvements, scholarship programs and professorships. · Represented medical practices with the admission and withdrawal of shareholders, partners and members, "S" corporation elections, fringe benefits and retirement planning. · Represented clients designing their estate plans and drafting and preparing wealth transfer documents to accomplish such goals. Papers, Presentations & Publications · "Plan Amendment Deadline Extended For Nonqualified Deferred Compensation Arrangements," Planning Notes, November 2007. · "IRS and Treasury Department Issue Regulations on Section 409A or IRC," Planning Notes, August 2007. · "New Regs Establish Deadline for Implementing Nonqualified Deferred Compensation Plan Changes," High Points, June 2007. |