Educate and advise on legal and policy issues for the Society of Settlement Planners (SSP), a national society of holistic financial planners dedicated to serving personal injury plaintiffs.
Advise on tax and business matters, with a special focus on investment funds, lawsuit settlement, and tax-advantaged arrangements.
Negotiated and drafted agreements for the investment product, vendor relationships, capital raises, credit facilities, and bank payment servicing. Also marketed to investors and managed outside counsel.
Advised on tax issues of all kinds for Lane Powell’s diverse practice groups, including business, employment, litigation, and bankruptcy. Requested by client companies to serve as outside general counsel.
Advised on and helped draft regulations for noncompensatory partnership options, exchanges of partnership debt for equity, and partnership tax issues.
Worked on defenses and settlements for personal injury claims against U.S. departments and agencies, including the U.S. Army, FBI, and VA.
Former Member,
Exec. Committee
Tax Instructor,
Planning Faculty
Chair, Legal
Committee
Member, Legs &
Regs Committee
Member,
Legal Committee
