Ex-Offico Member; Former Chairman, Tax Law Advisory and Exam Commissions, Texas Board of Legal Specialization
Fellow, The American College of Trust and Estate Counsel
Board Certified, Estate Planning and Probate Law and Tax Law, Texas Board of Legal Specialization
Member: State Bar of Texas; State Bar of Georgia; Dallas and American Bar Associations; State Bar of Texas Sections on Real Estate, Probate and Trust Law, on Taxation and Corporate Counsel Section; ABA Sections on Real Property, Trust and Estate Law and on Taxation; Dallas Estate Planning Council. Past Member: Real Estate Probate and Trust Law Council; State Bar of Texas Corporate Taxation Committee
EDUCATION
Memphis State University School of Law, J.D., with honors, 1980
Associate Editor, Memphis State Law Review, 1978 -1980
Memphis State University, B.B.A. in Accounting, summacumlaude, 1977
PARTIAL LISTING OF PAST PRESENTATIONS
Faculty Panelist, BUSINESS SUCCESSION PLANNING, TEXAS INSTITUTE OF CONTINUING LEGAL EDUCATION, Dallas, Texas (2009)
Faculty Panelist, LINCOLN ON PROFESSIONALISM, TEXAS INSTITUTE OF CONTINUING LEGAL EDUCATION, Dallas, Texas (2009)
Special Situations and Issues for Closely Held Businesses, ADVANCED DRAFTING: ESTATE PLANNING AND PROBATE COURSE 2006, STATE BAR OF TEXAS, Dallas, Texas (October 2006)
Selling the Family Business, ADVANCED ESTATE PLANNING AND PROBATE COURSE 2003, San Antonio, Texas (June 2003)
Buy-Sell Agreements (With Special Emphasis on Non-Family Business Relationships and Corporate Drafting Considerations), ESTATE PLANNING COUNCIL OF CENTRAL TEXAS, Austin, Texas (March 2003)
Structuring Stock Purchase Agreements (And Related Considerations), ADVANCED ESTATE PLANNING STRATEGIES COURSE 2000, STATE BAR OF TEXAS, San Francisco, California (April 2000)
Practical Solutions to Problems in the Transfer of Family Wealth, 6TH ANNUAL ADVANCED ESTATE PLAN STRATEGIES COURSE, STATE BAR OF TEXAS, San Diego, California (April 1999)
How to Deal with IRS Challenges to Your Estate Planning Discount Techniques, GEORGIA FEDERAL TAX CONFERENCE, Atlanta, Georgia (June 1998)
Handling Disputes with the Internal Revenue Service Involving Family Partnerships, THE AMERICAN COLLEGE OF TRUST & ESTATE COUNSEL, Chicago, Illinois (June 1997)
Entrepreneurial Problems and Solutions, ADVANCED ESTATE PLANNING STRATEGIES COURSE 1998, STATE BAR OF TEXAS, Corpus Christi, Texas (April 1998)
Compensating the Entrepreneur, ADVANCED ESTATE PLANNING FOR THE ENTREPRENEUR, THE AMERICAN COLLEGE OF TRUST & ESTATE COUNSEL, Cincinnati, Ohio (October 1996)
The Family Limited Partnership as an Estate Planning and Asset Preservation Tool, CONFERENCE ON PARTNERSHIPS, LIMITED LIABILITY COMPANIES, AND REGISTERED LIMITED LIABILITY PARTNERSHIP, THE UNIVERSITY OF TEXAS SCHOOL OF LAW, Houston, Texas (June 1994)
