Jeramie Jacob Fortenberry

I am an attorney with a practice focused on meeting the legal needs of business owners and real estate owners and investors.

My business planning practice involves advising companies and individuals on business matters, including taxation, mergers and acquisitions, choice of entity and company formation, and corporate governance. I have also been lead attorney on several multi-million dollar business acquisitions in the Southeast.

My estate planning practice involves helping clients pay less taxes and protect their assets through the use of trusts, partnerships, closely held businesses, private foundations, and charitable trusts. I have served in various capacities with the Real Property, Trust & Estate Section of the American Bar Association.

My real estate practice involves preparing real estate transfer documents quickly and efficiently. Through the use of document automation to streamline the deed preparation workflow and lower cost, my firm has prepared over 7,000 deeds for individuals, businesses, and governmental agencies throughout the United States.

I am also passionate about using technology to streamline and simplify the practice of law. I have extensive experience in all phases of the legal product design process, from idea generation to customer validation to product launch. Most of this experience is in the field of document automation, where I have served as principal designer of legal software products that help attorneys automate the process of producing customized, sophisticated documents for their clients. My work in the automated document assembly field allows me to leverage my experience in business, estate planning, and real estate law to design products that meet the needs of attorneys with document-driven practices.

• Probate

Alabama

Since 2008

Florida

Since 2005

Mississippi

Since 2004

Texas

Since 2006

Attorney

Jones Fortenberry PLLC

2011 - Current

Jones Fortenberry PLLC is a boutique law firm providing focused representation in the areas of taxation, estate planning, asset protection, real estate, and nonprofit law. Each of our attorneys holds either a Master of Laws Degree in Taxation (LL.M.) or is a Certified Public Accountant (CPA).

Attorney

Fortenberry Legal PLLC

2008 - Current

Fortenberry Legal is a boutique law firm providing focused representation in the area of probate and estate planning. Attorney Jeramie Fortenberry holds a Master of Laws Degree in Taxation (LL.M.) and is admitted to practice before the United States Tax Court. He helps clients from across the United States with Mississippi, Alabama, and Florida probate and estate planning matters.

Attorney

Balch & Bingham LLP

2006 - 2008

Tax attorney advising individuals, trustees, and fiduciaries on taxation, estate planning, and probate issues; preparation of wills, trusts, health care plans, and family limited partnerships; counseling small businesses on business and tax aspects of business structure and drafts business succession plans and buy-sell agreements; representing nonprofit organizations of all sizes, assisting them with obtaining and maintaining exemption, charitable registration, avoiding inurement, joint ventures, and entity structuring.

Attorney

Phelps Dunbar LLP

2004 - 2006

Tax attorney advising individuals, trustees, and fiduciaries on taxation, estate planning, and probate issues; preparation of wills, trusts, health care plans, and family limited partnerships; counseling small businesses on business and tax aspects of business structure and drafts business succession plans and buy-sell agreements; representing nonprofit organizations of all sizes, assisting them with obtaining and maintaining exemption, charitable registration, avoiding inurement, joint ventures, and entity structuring.

New York University School of Law

LL.M. (2005) | Taxation

2004 - 2005

Tulane University School of Law

J.D. | Law

2001 - 2004

Florida State Bar  # 14322

Member

2005 - Current

Mississippi State Bar

Member

2005 - Current