Established own private international legal practice in areas of Estate Planning, Business Law, Nonprofit Law & Real Estate Law in both Canada and the U.S. Focus is on serving clients where they are, and creating tailored solutions to meet their legal needs in these areas of law. More specific focuses include (i) strategic business structuring & small business solutions; (ii) comprehensive & complex estate planning; (iii) estate dispute resolution; (iv) fiduciary accountability & negotiation;… Show more Established own private international legal practice in areas of Estate Planning, Business Law, Nonprofit Law & Real Estate Law in both Canada and the U.S. Focus is on serving clients where they are, and creating tailored solutions to meet their legal needs in these areas of law. More specific focuses include (i) strategic business structuring & small business solutions; (ii) comprehensive & complex estate planning; (iii) estate dispute resolution; (iv) fiduciary accountability & negotiation; (vii) nonprofit development & organizational structuring; (viii) mergers & acquisitions; (ix) international business planning & structuring; (x) nonprofit planning, structuring & accountability; (xi) estate & trust administration; and (xii) real estate transactions. Show less

Business Transactional Law & Estate Planning: experience ranges from small business development to complex multi-national corporate development, tax planning (both U.S. and international), simple to complex estate planning and mediation

Adjunct Teaching Associate for Wills Trusts & Estates alongside Stephen D. Lentz.

Involved in project management, advertising, public relations, corporate entity separation, executive administration, and human resources for four companies located in Tulsa and Nashville.

Directly participated in creative conception, problem solving, copywriting, and editing for several major accounts as part of an internship program.

Primary focus on wills and estate litigation; also served on general litigation cases and personal injury files. Handled trial preparation, including opening and closing statements, witness preparation, preliminary accounting for financial evidence, and trial briefs. Created five-year business plan for firm. Developed maximized estate planning program focusing on potential client outreach.

Managed new partner acquisition, vendor/contract relations, and internal organization for new tax and accounting website.