I am an attorney with a practice focused on meeting the legal needs of business owners and real estate owners and investors.
My business planning practice involves advising companies and individuals on business matters, including taxation, mergers and acquisitions, choice of entity and company formation, and corporate governance. I have also been lead attorney on several multi-million dollar business acquisitions in the Southeast.
My estate planning practice involves helping clients pay less taxes and protect their assets through the use of trusts, partnerships, closely held businesses, private foundations, and charitable trusts. I have served in various capacities with the Real Property, Trust & Estate Section of the American Bar Association.
My real estate practice involves preparing real estate transfer documents quickly and efficiently. Through the use of document automation to streamline the deed preparation workflow and lower cost, my firm has prepared over 7,000 deeds for individuals, businesses, and governmental agencies throughout the United States.
I am also passionate about using technology to streamline and simplify the practice of law. I have extensive experience in all phases of the legal product design process, from idea generation to customer validation to product launch. Most of this experience is in the field of document automation, where I have served as principal designer of legal software products that help attorneys automate the process of producing customized, sophisticated documents for their clients. My work in the automated document assembly field allows me to leverage my experience in business, estate planning, and real estate law to design products that meet the needs of attorneys with document-driven practices.