Representing Buyers, Sellers, and Lenders in different commercial transactions including acquisitions, refinances, construction loans, 1031 exchanges and other types of closings throughout North Carolina, South Carolina, and Georgia.Reviewing title and drafting title opinions in all counties across North Carolina, South Carolina, and Georgia.Representing both Landlord and Tenant in the negotiation of commercial leases for nationally recognized franchisees and other commercial clients.Assisting existing businesses with any general business needs.Educating clients about the benefits of using Captive Insurance Companies, forming and organizing same, and serving as a resident director for the Captive Insurance Company.Reviewing and negotiating third party agreements for Captive Insurance Companies, including reinsurance pools and management companies.Building successful relationships with clients and vendors for repeat business.

Represented clients in Court for traffic, criminal, and DWI matters in Mecklenburg, Union, Cabarrus, Rowan, Iredell, Catawba, Lincoln, and Gaston County.Negotiated with District Attorneys and Assistant District Attorneys for more favorable deals for my clients.Successfully presented Motions for Appropriate Relief, 30 Day Civil Revocations, and other similar motions to the Court.Met with clients to explain the status or outcome of their case.Held consultations with clients to discuss their legal issues.

Performed client intake to discern if a case is able to be pursued by LSSP.Assisted clients with preparing and presenting offers in compromise and installment agreements, getting clients classified as currently not collectable status, drafting innocent spouse applications, and other avenues for relief from the IRS.Drafted correspondence to the Taxpayer Advocate Service on behalf of clients.Communicated with clients about the status of their case.Logged all information into case management software.

Assisted attorneys with interviewing clients, reviewed client files, decided whether the client had an actionable case, reviewed discovery, drafted interrogatories and requests for production, and organized and summarized client files.Involved in depositions, mediations, and examinations under oath and facilitated attorneys with preparation for same.Researched issues regarding civil procedure, stacking insurance policies, and permissive use under insurance policies.Helped attorneys draft and execute wills.

Drafted a supplement to the 2012 Real Estate Account, drafted the prospectus for the 2013 Real Estate Account that was registered with the SEC and distributed to 3,700,000 investors, and drafted an 8-K for the Real Estate Account notifying investors of a fundamental change within the account.Assisted attorneys in benchmarking terms in subordination and intercreditor agreements, non-disclosure agreements, letters of intent, and SEC no action letters to create a stronger bargaining position.Researched liability issues for shareholders in Australian business structures, blue sky laws, tender offers, disclosure requirements for Regulation FD pertaining to websites and social media, and other issues regarding SEC compliance.Advised attorneys on the consequences of holding over on a corporate lease in North CarolinaAssisted attorneys in negotiating commercial leases, majority ownership purchases, and contracts from institutional investors and companies in Puerto Rico, Poland, China, Australia, and Chile.

Reviewed, cleared title, and drafted title opinions on over 300 lots for asset purchase for a publically traded residential developer.Composed legal property descriptions and simultaneously recorded deeds for 1100 lots across an eight county area spanning two states.Drafted a settlement statement for the $35,000,000 asset purchase for a publically traded residential developer.Communicated with clients regarding pending real estate transactions, real estate closings, estate planning, and case status updates.Researched case law involving surface water run-off, merger of homeowners’ associations, and the process a homeowners’ association must take to foreclose upon a home in preparation for pending litigation.Drafted title opinions, demand letters, encroachment easements, amendments to and withdrawals from declarations of covenants, conditions and restrictions, lease terminations, notices, motions, orders, powers of attorney, wills, reports of sale, rights to demand information, living wills, declarations of intent to return home, commercial leases, leases for the use of land as a solar energy farm, bylaws for a homeowners association.