CONTACT
Tel: 912.764.9055
AREAS OF PRACTICE
Estate and Succession Planning
Estate Administration
Wills and Trusts
Timber and Agricultural
Business Formation
Tax Exempt Organizations
Acquisitions, Mergers & Divestitures
Estate, Gift and Income Tax Planning and Controversies
EDUCATION
University of Kentucky College of Law
J.D., 1974
Honors: Order of the Coif
Law Journal: Kentucky Law Journal, 1972 – 1973
Florida State University,
B.S., 1969
Honors: Gold Key & Order of Omega
Major: Accounting
BAR ADMISSIONS
Kentucky, 1974
Georgia, 1974
U.S. District Court Southern District of Georgia, 1981
U.S. Tax Court, 1984
PUBLISHED WORKS:
Comment, “First Security Bank of Utah – Its Effect
Upon the Expanded Scope of Section 482”, 61 Kentucky Law Journal, 845, No. 3, 1973
Planning Aid, “Current Estate Planning for Farm and Timber Owners”, 6670, CCH Financial and Estate Planning, 1982
REPRESENTATIVE CLIENTS:
- M. Sheppard Lumber Co. Inc., Lumber/Timber
- Claude Howard Lumber Co., Lumber/Timber
- Claxton Poultry, Poultry
- Evans Concrete, LLC, Products, Concrete & Supply
- The Sack Co., HVAC
CLASSES/SEMINARS TAUGHT:
Various Federal, Estate & Income Tax Courses at Intermediate & Advanced Levels, Georgia Southern University
Soloman S. Huber School of CLU Studies
Instructor for Various Seminars and Short Courses in Estate Tax and Employee Benefit Areas, AICPA, GSCPA & GCLU
PROFESSIONAL ASSOCIATIONS AND MEMBERSHIPS:
Georgia Bar Association
Fiduciary and Taxation Sections
American Bar Association
Taxation and Real Property, Probate and Trust Sections
PAST EMPLOYMENT POSITIONS:
Arthur Anderson & Co. (Atlanta), Tax Senior, 1974 -1977
Dillard & Shearer, P.C. (Atlanta), Associate Attorney, 1977 – 1979
FRATERNITIES/SORORITIES:
Pi Kappa Alpha
Phi Delta Phi