Courtney J. Tate is Senior Counsel in the firm’s Lafayette, LA office. Mr. Tate earned a Bachelor of Science in Finance in 2001 from Louisiana State University where he graduated as an Honors Program Graduate with Summa Cum Laude Honors. Mr. Tate earned his Juris Doctor and a Bachelor of Civil Law Studies in 2005 from Paul M. Hebert Law Center, Louisiana State University. Mr. Tate furthered his knowledge of tax law and estate planning by earning an LL.M., Master of Laws in Taxation, from Boston University Law School in 2006.
Mr. Tate’s practice focuses on all areas of tax law with an emphasis in estate planning and asset protection where he represents clients in wills, trusts, successions, estate administration, and federal tax matters. Mr. Tate also has considerable experience handling a diverse array of transactional matters, including business entity formation and structuring, commercial real estate transactions, business planning, and other matters that have material tax consequences and ramifications. Mr. Tate advises charitable and other non-profit organizations on issues of formation, application for exemption to the IRS, and other compliance issues. He also serves as legal counsel for D.R.E.A.M.S. Foundation of Acadiana, a special needs non-profit organization.
Mr. Tate is a member of various professional organizations, including the Lafayette Parish Bar Association and the Louisiana State Bar Association.
Mr. Tate grew up in Mamou, Louisiana and has made Lafayette, Louisiana his home for the past 13 years.