Courtney J. Tate is Senior Counsel in the firm’s Louisiana office. Mr. Tate’s practice focuses primarily on all areas of tax law with an emphasis in estate planning 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 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 and was an LSU University Medal Recipient. He earned his Juris Doctor and Bachelor of Civil Law Studies in 2005 from Paul M. Hebert Law Center, Louisiana State University, and an LL.M. – Masters of Laws in Taxation, from Boston University Law School in 2006.
Mr. Tate grew up in Mamou, Louisiana and has made Youngsville, Louisiana his home for the past 10 years. In his free time, he enjoys playing golf and tennis and participating in crossfit competitions.
Mr. Tate is a member of various professional organizations, including the Lafayette Parish Bar Association and the Louisiana State Bar Association.