Estate Planning and Probate
- Comprehensive estate plans for clients with assets ranging from $100,000 to $10 million plus
- Handled probate and estate matters for clients in Grayson, Collin, Cooke, Fannin, Dallas, Ellis and Tarrant Counties
- Counseled numerous small business owners and high net worth clients through asset protection, business succession planning, and generational wealth transfer issues
Business Transactions
- Assisted in the turnkey formation of numerous business entities, including personal services companies, real estate holding companies, parent/subsidiary corporate arrangements, and charitable nonprofit organizations
- Negotiated numerous seven-figure employment agreements
- Closed six-figure asset sale of medical service company
- Negotiated six-figure interstate franchise agreement
- Closed membership interest purchase of Texas pawn shop
- Negotiated and closed stock and real estate purchase unifying ownership of family-owned nursing home
- Negotiated asset purchase and acquisition of video/media company
- Closed membership interest purchase and asset transfer of Texas car dealership
- Successfully negotiated renewal of seven-figure employment agreement after threatened termination
- Drafted numerous sale/lease contracts, employment contracts, residential and commercial lease agreements, advertising/licensing agreements, hunting lease agreements, and other business and commercial contracts
Real Estate
- Negotiated and closed several seven-figure rural farm and ranch transactions, representing both buyers and sellers, throughout the State of Texas
- Negotiated and closed numerous six- and seven-figure commercial real estate transactions
- Negotiated, drafted, and closed owner-finance transaction involving Central Texas winery and luxury housing development
- Counseled numerous clients in matters relating to oil, gas and mineral rights issues
- Routinely assists clients with the process of effectively transferring family real estate upon the death of a loved one
Litigation - Won jury verdict in favor of pit bull attack victim after four day jury trial in Collin County, Texas
- Negotiated Family Settlement Agreement involving $8 million + estate having properties in Texas and Oklahoma
- Negotiated favorable settlement in claim for Family Allowance rights in estate dispute involving second marriage and children of deceased spouse
- Negotiated favorable settlement in disputed estate involving client’s deceased father and live-in girlfriend claiming common-law wife status and handwritten Will
- Negotiated buyout of fraudulently-induced personal guaranty upon terms favorable to client and avoided costly and time-consuming litigation