• Served as business advisor and lead counsel to “start up” poultry cooperative structured to help 130 farm families and 450 employees

  • Counseled many start-up agri-business ventures that have attracted substantial capital from traditional lenders to community and private equity funding sources to fuel rapid growth into national food markets

  • Served as lead counsel in over 20 mergers and acquisitions by publicly held poultry corporation and two major divestitures of its corporate subsidiaries (transactional values ranging in size from $1 million to $500 million)

  • Served as lead counsel to first wind farm developer in Virginia

  • Negotiated and consummated taxable and tax-free transactions with public companies on behalf of private business clients

  • Assisted hundreds of landowners in preserving farm land and resources above and below the ground by negotiating conservation easements, wine farm leases, natural gas/fracking leases, solar leases and water rights agreements

  • Served as lead counsel to publicly held corporation during its successful defense of a hostile takeover attempt by Tyson Foods and during its negotiation with and acquisition by Pilgrim's Pride Corporation

  • Successfully handled an estate tax refund case through successful defense at the Federal District Court, IRS appeal to the Fourth Circuit, and settlement of the appeal with the Department of Justice

  • Assisted many philanthropic individuals create significant Charitable Lead and Dynasty Trusts to balance tax savings, philanthropy and family asset stewardship

  • Assisted hundreds of families in developing estate and financial plans as well as providing estate administration advice focused on minimizing family conflict and administrative cost

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