Alex advises clients in all aspects of estate and business succession planning, including the formation of dynasty and special needs trusts and business succession documents to implement such plans. Alex also advises personal representatives and trustees in the administration of probate and trust estates.
Professional Experience
· Alex previously practiced with Ballard Spahr, LLP in its private client services practice group, and he later formed White Oak Law Firm, with a focus on trust and estate planning and fiduciary representation.
· Alex is a senior noncommissioned officer in the U.S. Army Reserve with over twenty-three years of service. He is currently serving as acting battalion staff Sergeant Major, and he supervises and instructs soldiers on chemical, biological, nuclear, and radiological warfare operations at the U.S. Army Chemical School, Ft. Leonard Wood, MO. Alex deployed to Iraq in support of Operation Enduring/Iraqi Freedom, and he supported several domestic emergency response operations.
· Prior to entering law, Alex was a small business owner and a veteran police officer and crisis intervention team member with the Sioux Falls, South Dakota, Police Department.
Publications- "The Emergency Aid Doctrine and 911 Hang-ups: The Modern General Warrant," 68 Vanderbilt Law Review 919, 2015
Speaking Engagements
"Estate Planning: Why it Matters," Seminar, November, 202
"Basics of Estate Planning," SENRG Learning Series, 2018"Estate & Succession Planning 101," Crossroads Summit, August 17, 2017"
Special Needs Trusts," Trusts and Estates Lunch and Learn Series, February 22, 2017"
Preparing Your Estate Plan," Seminar, February 16, 2017"
Death and Divorce – Estate Planning Considerations," National Business Institute, December 7, 2016
"Estate Planning from Start to Finish," National Business Institute, May 10, 2016
"Avoiding Litigation Part I: Modifying Irrevocable Trusts and Litigation Pitfalls," Trust and Estate Lunch & Learn Series, January 6, 2016
