Attorney

• Aug 2021 - Present

estate planning, estate and gift tax planning, business planning, asset protection planning, guardianship, probate, and estate administration. estate planning, estate and gift tax planning, business planning, asset protection planning, guardianship, probate, and estate administration.

Partner

• Jul 2020 - Jul 2021

• Handled all aspects of estate planning, probate, guardianship, bankruptcy, and business entity formation.• Estate Planning: assisted over 1,000 couples and single individuals in planning their estates. Estate plans ranged from basic will and power of attorney packages to advanced techniques such as bypass trusts, family limited partnerships, ILITs, first and third person supplemental needs trusts, Medicaid asset protection trusts, qualified income trusts (Miller trusts). Presented seminars to prospective clients. Took 5+ scheduled phone calls and video conferences with clients every day.• Probate: represented clients in all forms of uncontested probate matters. Have served on the Collin County Ad Litem list since 2016.• Guardianship: represented clients in applying for a variety of guardianships. From disabled individuals attaining the age of majority, to underage children receiving an inheritance, to elderly people experiencing cognitive decline. • Bankruptcy: prepared and filed chapter 7 and chapter 13 bankruptcies for consumer and business debtors. On occasion filed creditor claims.• Business Entity Formation: drafted and filed LLC, PLLC, FLP formation documents.• Software Proficiency: Wealth Counsel, Lawmatics, Clio, Microsoft Office 365 (including Power Automate to automate estate planning questionnaires and basic document generation). Show less

Associate Attorney

• Jan 2017 - Jul 2020

• Handled all aspects of estate planning, probate, guardianship, bankruptcy, and business entity formation.• Estate Planning: assisted over 1,000 couples and single individuals in planning their estates. Estate plans ranged from basic will and power of attorney packages to advanced techniques such as bypass trusts, family limited partnerships, ILITs, first and third person supplemental needs trusts, Medicaid asset protection trusts, qualified income trusts (Miller trusts). Presented seminars to prospective clients. Took 5+ scheduled phone calls and video conferences with clients every day.• Probate: represented clients in all forms of uncontested probate matters. Have served on the Collin County Ad Litem list since 2016.• Guardianship: represented clients in applying for a variety of guardianships. From disabled individuals attaining the age of majority, to underage children receiving an inheritance, to elderly people experiencing cognitive decline. • Bankruptcy: prepared and filed chapter 7 and chapter 13 bankruptcies for consumer and business debtors. On occasion filed creditor claims.• Business Entity Formation: drafted and filed LLC, PLLC, FLP formation documents.• Software Proficiency: Wealth Counsel, Lawmatics, Clio, Microsoft Office 365 (including Power Automate to automate estate planning questionnaires and basic document generation). Show less

Associate Attorney

• Apr 2016 - Jan 2017

Estate Planning, Guardianships, Probate, Bankruptcy, Entity Formation, and Civil Litigation. Estate Planning, Guardianships, Probate, Bankruptcy, Entity Formation, and Civil Litigation.

Associate Attorney

• Oct 2015 - Feb 2016

Law Clerk

• Jun 2013 - Aug 2013

• Performed due diligence on assets to be used as collateral for credit facilities • Prepared presentations explaining property rights for maritime assets • Performed due diligence on assets to be used as collateral for credit facilities • Prepared presentations explaining property rights for maritime assets

Law Clerk

• May 2013 - Aug 2013

• Conducted extensive research involving bankruptcy, corporate law, real estate, trusts, family, and personal injury cases • Drafted briefs, motions, and original petitions for submission before courts • Compiled relevant information from clients’ financial statements to calculate damages • Analyzed documents for relevance to legal issues • Observed depositions, mediation sessions, and hearings • Communicated with clients and opposing counsels • Conducted extensive research involving bankruptcy, corporate law, real estate, trusts, family, and personal injury cases • Drafted briefs, motions, and original petitions for submission before courts • Compiled relevant information from clients’ financial statements to calculate damages • Analyzed documents for relevance to legal issues • Observed depositions, mediation sessions, and hearings • Communicated with clients and opposing counsels

Flag Football Official

• Sep 2007 - Oct 2010