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

  • How to Transfer a Florida LLC Interest to a New Owner

    An ownership interest in a Florida LLC is generally called a membership interest. A membership interest includes the right to participate in the company’s affairs as a member—such as by voting on important matters. It can also include the member’s economic interest in the company—such as the right to share in profits and losses and…

  • How to Transfer a California LLC Interest to a New Owner

    California calls a person who owns a California LLC a member. A member’s ownership interest in a California LLC is called a membership interest. A membership interest in a California LLC consists of two interests that can be separated: Because these two interests are distinct, a person can acquire a right to receive distributions from…

  • LLC Joinder Agreement

    An ownership interest in an LLC is generally considered an LLC owner’s property. LLC owners (called members) can transfer their ownership interests (called membership interests) as long as the transfer complies with the LLC’s operating agreement and state law. An LLC member must prepare transfer documents to properly transfer an LLC interest to another person.…

  • Assignment and Transfer of Membership Interest

    An LLC owner (called a member) can transfer an ownership interest (called a membership interest) by complying with the transfer provisions within the LLC’s operating agreement and state law. An assignment is one of the key documents a member must prepare to officially transfer a membership interest to a transferee. What is the Purpose of…

  • How to Transfer a Texas LLC Interest to a New Owner

    The Texas LLC law calls an owner of an LLC a member. Financial rights in a Texas company—such as the right to receive distributions and share in profits and losses—is called a membership interest. A person’s status as a member of an LLC and the economic rights that come with a membership interest are distinct.…

  • How to Sell or Transfer an Interest in an LLC to a New Owner

    Under most state LLC laws, an LLC owner is called a member, and an ownership interest in an LLC is called a membership interest. Although there are default laws that govern transfers of membership interests, most states allow an LLC’s members to decide how ownership interests in a company can be transferred. Members establish the…

  • Certificate of Formation

    A certificate of formation is the LLC formation document that business owners file to begin a company’s existence. A person with authority to submit the filing (the organizer) files the certificate of formation with the state’s secretary of state or equivalent office that handles business filings. After the certificate of formation is filed and accepted,…

  • Texas LLC Operating Agreement

    An operating agreement is a contract signed by LLC members—and sometimes LLC managers—to provide for the governance and internal management of the LLC. The operating agreement defines the rights and obligations of the members and managers and serves as a blueprint for running the LLC. The document that most states call an operating agreement or…

  • Texas LLC Certificate of Conversion

    Texas law authorizes a legal process—called a Texas LLC conversion—that can change a business’s official home state (its domicile) or change its entity structure (corporation to LLC, for example). A conversion that changes an out-of-state LLC into a Texas LLC (or vice versa) is sometimes called a Texas LLC domestication, but the official term under…

  • Certificate of Conversion

    A certificate of conversion is a document that an LLC files with a state agency (usually the secretary of state) when officially changing the company’s home state—a process called an LLC conversion or an LLC domestication. An LLC’s certificate of conversion is one of several documents a company must prepare to complete the LLC conversion…