Jeremie Fortenberry - PrivateCounsel

EDUCATION
  • New York University School of Law, New York, New York, LL.M. in taxation (2004 – 2005).
  • Tulane University School of Law, New Orleans, Louisiana, Juris Doctor, magna cum laude(2001 – 2004).
  • University of Southern Mississippi, Hattiesburg, Mississippi, B.A., Psychology with honors (1999 – 2001).
PROFESSIONAL AFFILIATIONS
BAR ADMISSIONS
  • Eligible to practice law in Texas, verified by the Texas Bar.
  • Florida Bar Association, Real Property, Probate, and Trust Law Section
  • Alabama Bar Association
  • Mobile Bar Association (Alabama)
  • Mississippi Bar Association, Business Law Section, Tax Section and Estates and Trusts Section
  • American Bar Association, Tax Section and Real Property, Trust and Estate Section
PROFESSIONAL ACTIVITIES
  • Vice Chairman of the Real Property, Trust and Estate Committee for the Young Lawyer’s Division, American Bar Association
  • Liaison between the Real Property, Trust and Estate Committee for the Young Lawyer’s Division of the American Bar Association and the Trust and Estate Division of the Real Property, Trust and Estate Section of the American Bar Association
  • Charitable Organizations Committee of the Charitable Planning and Exempt Organizations Group of the Real Property, Trust and Estate Section of the American Bar Association
  • Asset Protection Committee of the Real Property, Trust and Estate Section of the American Bar Association
PUBLICATIONS
  • Often‐Missed Asset Protection Aspects of Estate Planning, Mississippi Business Journal (October 6‐12, 2008)
  • The Importance of Business Succession Planning in the Overall Financial Plan, Mississippi Business Journal (October 1‐7, 2007)
  • Deeds of Trusts and Mortgages, Mississippi Real Property Practice Manual
  • Like Kind Exchange Basics, YLD 101 Practice Series, 2007
REPRESENTATIVE SPEAKING ENGAGEMENTS
  • The Mississippi Probate Process from A to Z, NBI Seminars, July 2012.
  • 2012 Estate Planning Update, University of Mississippi Continuing Education 2012, 2012 Mississippi Law Update
  • Taking Care of Business While You Can, Mississippi Volunteer Lawyers Project, April 2011
  • 2010 Estate Planning Update, University of Mississippi Continuing Education, 2010 Mississippi Law Update.
  • A Practical Look at Estate Planning (“Top 10 Estate Planning Mistakes Opportunities”), University of Mississippi Continuing Education, 2008 Mississippi Law Update.
  • Adjunct Instructor, Real Estate Law, Mississippi Gulf Coast Community College (Spring 2008).
  • Eviction and the Judicial Process, Landlord‐Tenant Law in Mississippi (May 2008).
CONTACT INFORMATION

Jeramie Fortenberry, J.D., LL.M.

Experienced legal advisor specializing in comprehensive legal strategies for startup founders, integrating sophisticated estate, tax, and asset protection planning seamlessly with corporate legal structures.

My law firm has prepared thousands of deeds for government agencies and individuals across the United States.

My practice focuses on the intersection of trust and estate law and business law, helping startup founders protect their assets, minimize their tax liabilities, and structure their equity ownership for a legally protected and prosperous future.

I have significant expertise in deeds, trusts, quitclaim deeds, and lady bird deeds, providing clients with effective strategies for transferring property interests while maintaining control and maximizing asset protection.

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.

I have served as the 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 expertise in tax, business, estate, and real estate law to create products that meet the needs of attorneys with document-driven practices.

Latest Articles from Jeramie Fortenberry

  • Florida LLC Articles of Conversion

    Florida law authorizes a legal process called a conversion that allows an existing business to move to a new state or to change its business structure. A Florida LLC conversion can change an out-of-state LLC into a Florida LLC or change a Florida LLC into an out-of-state LLC. Florida’s LLC conversion process is a useful…

  • Florida LLC Plan of Conversion

    Florida law authorizes a transaction called an LLC conversion that can move an LLC formed in another state to Florida (or vice versa). An out-of-state LLC can complete a Florida LLC conversion to change its legal home state to Florida without interrupting the business’s day-to-day operations or affecting its assets, liabilities, or contractual relationships. A…

  • California LLC Articles of Organization

    Forming a California LLC is a multi-step process that involves creation of two important formation documents: the articles of organization and the operating agreement. A new California LLC should prepare its articles of organization and California operating agreement to work in tandem to structure the company in the members’ preferred manner. This articles focuses on…

  • California LLC Plan of Conversion

    A California LLC conversion allows an out-of-state LLC to change its legal home state to California, or a current California LLC can transfer to another state. An LLC’s first step in the California LLC conversion process is to create a plan of conversion—a legally required document that outlines how the conversion is to be conducted.…

  • California LLC Statement of Conversion

    A California LLC conversion is the legal process for moving an LLC from another state into California or from California into another state. The document that California law requires an LLC to file in California when completing an LLC conversion is called a statement of conversion (converting into California) or a certificate of conversion (converting…

  • Articles of Conversion

    An LLC’s articles of conversion is a legal document that a company creates as part of the LLC conversion process (also called an LLC domestication). An LLC conversion is a legal procedure that allows an LLC to officially move to a new legal home state (called its state of formation). The conversion process involves multiple…

  • Articles of Organization

    A limited liability company’s articles of organization is the formation document that legally creates the LLC. The business owner (or someone acting for the business owner) submits the signed articles of organization to the state agency that handles business filings—usually the secretary of state’s office. The filing officially starts the company’s existence as a separate…

  • Statement of Conversion

    An LLC that officially transfers its legal home state to another state—a procedure known as an LLC conversion or an LLC domestication—must prepare a series of documents. A statement of conversion is a document that the LLC files with a state’s business filing office—the secretary of state in most states. An LLC’s conversion becomes effective…

  • Florida LLC Operating Agreement

    The Florida LLC operating agreement is one of a Florida LLC’s two essential formation documents. The other essential formation document is the articles of organization that are filed with the Florida Division of Corporations. Both of these key documents are prepared as part of the Florida LLC formation process. An LLC’s operating agreement serves as…

  • California LLC Operating Agreement

    A California operating agreement is one of the two essential governing documents that an LLC creates during the California LLC formation process. An operating agreement is essentially an agreement between an LLC’s owners (called members) about how their business will be run and how it will operate. An operating agreement is like the LLC’s constitution—customizing…