EducationJ.D., University of Texas, 1975 with honors; Texas Law Review 1973-1975
B.A., Duke University, 1972 with honors
Significant AccomplishmentsEstate and personal tax planning for individuals and families, including succession planning for closely-held businesses, establishment of charitable trusts and foundations, and family limited partnerships.
Family wealth planning, including the numerous sophisticated strategies to minimize estate, gift and generation skipping transfer taxes.
Representing public charities and private foundations in connection with governance issues, unrelated business taxable income (UBTI), conflicts of interest, and other tax and exemption issues.
Employment agreements, severance agreements, code section 162(m) and golden parachute issues, and incentive bonus plans.
Design and implementation of all types of equity compensation plans, including stock options, restricted stock, ESOPs, qualified employee stock purchase plans, phantom stock, and stock appreciation rights.
Planning transactions involving the use of ESOPs in corporate finance and restructuring, representing and advising fiduciaries, and representing borrowers and lenders in pension plan transactions.
- American College of Trust and Estate Counsel
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