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

  • 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…

  • 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…

  • 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…

  • 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.…