I entered the University of Akron School of Law in the fall of 2002. While still in law school, I enrolled in the University of Akron School of Business. I finished both my Juris Doctor degree and master’s degree in taxation in December 2005. Later that month, I headed to Florida to take the spring 2006 bar exam.
After passing the Spring 2006 Florida Bar exam, I joined a law firm in Fort Walton Beach, Florida. It was there that I began practicing the areas of law I still practice today. A few years later, I was admitted to the U.S. Tax Court and became a registered representative with the IRS.
In 2012, I was admitted to the Ohio State Bar Association. After that, my wife, Patti, and I moved to New Albany, Ohio and I joined a law firm in Dublin, Ohio. It did not take long for us to realize just how much we missed Florida, especially during the cold winter months. In addition, Patti’s father began needing assistance in Florida, and we wanted to ensure we were there for him.
As a result, Patti and I moved back to Florida in June 2014, and I began managing an office in The Villages for a law firm based in Orlando. In October 2018, I left that firm to start Marshall Law.
I strive to keep my legal practice and skills relevant in a constantly changing legal environment. Consequently, I look for opportunities that allow me to grow professionally while benefiting others. Here are a few ways I do this:
- I am an active member of WealthCounsel, LLC. This organization provides education and technical support for estate planning and trust administration issues.
- I research and write articles on legal topics relevant to current news or issues of public interest. You can find my articles and other written materials in my blog. Some of my articles have been featured in Style Magazine, Village Neighbor and Village Neighbor South.
- I write and present continuing education courses to attorneys and other professionals. Topics I have presented include Florida probate, Florida guardianship laws and estate planning techniques.
Additional Professional Experience
During the first seven years of my professional life, I worked in the insurance and financial services industry. Consequently, I held multiple insurance licenses with Ohio and North Carolina and was a registered representative with the National Association of Securities Dealers (NASD), now known as the Financial Industry Regulatory Authority (FINRA).