About William O Brown, Jr.

William O Brown, Jr. is a lawyer practicing tax, wealth preservation & estates, government relations and 8 other areas of law. William received a B.S. degree from Mississippi State University, and has been licensed for 49 years. William practices at Baker, Donelson, Bearman, Caldwell & Berkowitz, PC in Jackson, MS.

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Services

Areas of Law

Government 1
- Government Relations
Taxation
Business Law
Trusts and Estates 1
- Estate Planning
Real Estate
Other 6
- Tax
- Wealth Preservation & Estates
- IRS & Mississippi Department of Revenue Administrative Matters
- Transactions
- Federal & State Securities Regulation
- Commercial Lending

Practice Details

Payment Information

Payment & Cost Features
Free initial consultation
Fixed hourly rates
Fixed fees available
Firm Information

Position
Of Counsel

Firm Name
Baker, Donelson, Bearman, Caldwell & Berkowitz, PC
Representative Cases & Transactions

Cases
Representative Matters
Represented an energy company in connection with state tax incentives
bond financing for $300 million project. Represented an energy company in connection with state tax incentives
bond financing for $100 million project. Represented an oil field service company in connection with an equity offering, subordinated debt offering
refinancing of its term loans
line of credit totaling over $15 million. Represented a closely-held corporation in the sale of 100% of its stock to an ESOP for over $75 million. Represented $100 million private foundation in connection with complex multi state litigation. Implemented transfer of stock in closely-held corporation to a Grantor Retained Annuity Trust (GRAT) resulting in an eventual transfer of the stock to the next generation of family members to own
operate business
to provide an annuity to the current generation of family members which exited the business. Represented individuals
their business in connection with the financing
acquisition of numerous targeted health care companies.

Transactions
•Represented an energy company in connection with state tax incentives and bond financing for $300 million project•Represented an energy company in connection with state tax incentives and bond financing for $100 million project•Represented an oil field service company in connection with an equity offering, subordinated debt offering and refinancing of its term loans and line of credit totaling over $15 million•Represented a closely-held corporation in the sale of 100% of its stock to an ESOP for over $75 million•Represented $100 million private foundation in connection with complex multistate litigation•Implemented transfer of stock in closely-held corporation to a Grantor Retained Annuity Trust (GRAT) resulting in an eventual transfer of the stock to the next generation of family members to own and operate business and to provide an annuity to the current generation of family members which exited the business •Represented individuals and their business in connection with the financing and acquisition of numerous targeted health care companies

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Experience

Bar Admission & Memberships

Admissions
1977, Mississippi
1977, Mississippi State
U. S. Court of Appeals for the Fifth Circuit
Federal Courts

Memberships

Associations
•American Institute of Certified Public Accountants
•Mississippi Society of Certified Public Accountants
•Financial Planning Association
•Financial Planning Association of Mississippi
•Estate Planning Council of Mississippi
•Mississippi Bar Association - Estate & Trust Section, Officer & Director, Business Law Section
•Secretary of State Study Committees
•Trust Law Study Committee
•Corporation Law Study Committee
•L3C Law Study Committee
•Limited Liability Company Law Study Committee
•Partnership Law Study Committee

Bar Fellowship
American College of Trust & Estate Council (ACTEC)Professional Organizations & ActivitiesAmerican Institute of Certified Public Accountants Mississippi Society of Certified Public AccountantsFinancial Planning AssociationFinancial Planning Association of MississippiEstate Planning CouncilMississippi Bar AssociationEstate & Trust Section, Officer & DirectorBusiness Law SectionSecretary of StateTrust Law Study Committee (Co Chair)Corporation Law Study CommitteeL3C Law Study CommitteeLimited Liability Company Law Study CommitteePartnership Law Study CommitteeHonorsAmJur Award, Will & Trust Drafting, University of MississippiWho's Who – Business and FinanceOutstanding Young Man in AmericaHonorable Mention – CPA Examination, Mississippi Society of Certified Public AccountantsSpeeches & PublicationsBill is a frequent writer and speaker on income, estate and gift tax matters and estate planning. “The Impact of the Net Investment Income Tax on Trusts and Estates,” Mississippi Bar, Estate and Trust Section“Post Mortem Planning,” Mississippi College School of Law“Estate and Gift Tax Seminar,” Jackson and Oxford Mississippi“Estate, Gift and GST Update,” University of Southern Mississippi“Administering Estates & Trusts Under Mississippi's New Uniform Principal and Income Act,” Mississippi Bar, Estate and Trust Section“Uniform Trust Code Legislation,” Mississippi Bar, Estate and Trust Section“Wealth Preservation Through Asset Protection Planning,” Planning Comments“Business Succession: The Greatest Challenge a Business Will Face,” Mississippi Manufacturers Association Newsletter“GO Zone Tax-Exempt Private Activity Bonds,” Planning Alert“Living Wills: Advance Health Care Directives,” Planning Alert“Economic and Financial Turmoil Creates Tax Planning Opportunities,” Planning Alert“Estate Tax Dilemma,” Planning AlertCommunity InvolvementRotary Club, Board Member and PresidentChamber of Commerce, Board Member and Vice PresidentSt. Paul's Episcopal Church, Vestry Member and ClerkColumbus Arts Council, Board Member and PresidentMississippi State University Alumni Association, President Local ChapterAdvisory Council, Mississippi State University School of Accountancy. Member: American Bar Association; Mississippi Bar Association; Madison County Bar Association.

Education & Certifications

Law School
University of Mississippi
J.D.

University of Denver
LL.M.
Taxation

Other Education
Mississippi State University
B.S.
Accounting

Personal Details & History

Age
Born in 1952
December 9, 1952

William O Brown, Jr.

Of Counsel at Baker, Donelson, Bearman, Caldwell & Berkowitz, PC

Not yet reviewed

One Eastover Center, 100 Vision Dr., Ste. 400Jackson, MS 39211U.S.A.
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