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

  • Double Taxation vs Pass-Through Entities

    Find out which businesses are subject to double taxation on their income and which escape double taxation as pass-through entities.

  • C Corp Startup Strategy

    High-growth technology startups can use the C Corp Startup Strategy to keep taxes low during operation and cash out in a tax-free sale.

  • Using C Corporations for High-Growth Startups

    Why C corporations are usually the best choice for high-growth startups, and how VCs think about the decision to choose a corporation or an LLC.

  • The Wait-and-See Approach to Bootstrapping a Business

    Founders that plan to bootstrap their startup should use a wait-and-see approach, starting as an LLC with an option to convert to a corporation later.

  • S Corporation Eligibility Requirements

    Both LLCs and corporations may elect to be taxed as S corporations, as long as they meet strict eligibility requirements.

  • Using LLCs for Real Estate Investment

    LLCs are the entity of choice for real estate investment, providing liability protection, organizational efficiency, and tax-saving opportunities.

  • How to Avoid Phantom Income

    Similar provisions can also be used in partnership agreements as well as in corporate shareholder agreements and bylaws to protect the owners from phantom income tax liability. Phantom income is income that is taxable to a taxpayer even though the taxpayer has not received cash to pay the tax. Phantom income is a common problem for…

  • LLC Allocations vs Distributions

    LLC allocations are different from LLC distributions. It is important to understand the difference between the two.

  • Member-Managed vs. Manager-Managed LLCs

    For liability purposes, manager-managed LLCs are often the better choice. When forming an LLC, the owners (members) must decide how the LLC will be managed. This decision requires the members to choose between two primary management structures: Because the members must specify their choice on the formation document that is filed to create the LLC,…

  • LLC Operating Agreement

    Attorney Takeaways: What is an Operating Agreement? An operating agreement is an internal agreement among the members to provide for the LLC’s management and the economic relationship of the LLC owners (members) and managers. The operating agreement adds structure to the LLC and allows members to customize the LLC to their needs. This contract between…