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With 20 years of tax and transaction planning for corporations, limited liability companies, partnerships and individuals, Mr. Rock advises new and established business on tax matters as well as corporate governance operations and transactions, new business formations, mergers and acquisitions, transfers, employment matters, contracts, joint ventures and real estate transactions.

Estate Planning: James has conducted estate planning matters including creation of wills (last will and testament), trusts, special needs trusts, irrevocable creditor protection trusts, powers of attorney, living wills, beneficiary planning and beneficiary designation, corporate succession planning, tax planning, and transfer on death instruments. Litigation: James has litigated matters including probate disputes, elder abuse claims, debt collection issues, contract disputes, and conducted other litigation as required by his clients. James has practiced across Iowa and Illinois.

Katie has accumulated a diverse resume in Texas estate and trust law with well-established firms. She worked as a trust administrator for a national bank, where she gained a unique perspective into the effects of different estate planning structures for high net-worth families. In 2014, Katie joined a law firm in Dallas, and as an associate attorney she represented a variety of clients in estate planning, transfer-tax and income-tax planning, probate, and federal taxation matters. In 2017, Katie accepted an associate attorney position at a Round Rock law firm, further expanding her experience by representing small business owners in estate...

Brian grew up in northeast Mississippi near the birthplace of Elvis. He earned undergraduate degrees in Music Education and Performance from The University of Southern Mississippi and a Master of Music degree in Trombone Performance from the University of Nebraska-Lincoln. He briefly taught Rock and Roll History at his alma mater and served as an Adjunct Professor of Trombone at William Carey University, both in Hattiesburg, Mississippi. Brian took a sabbatical from music to work as the director of the nonprofit organization Volunteer Hattiesburg, then as a REALTOR® on the Mississippi Gulf Coast before attending law school at the University...