Client Services Agreement Lawyers for Waco, Texas

Forest is a general practice lawyer. He provides legal advice regarding small business law, contracts, estates and trusts, administrative law, corporate governance and compliance. Forest practiced complex commercial litigation in Florida for eight years, representing clients such as Host Marriott, Kellogg School of Business, and Toyota. Since moving to Nashville in 2005, he has provided legal advice to clients forming new businesses, planning for the future, and seeking funding through the use of equity and/or debt in their businesses. This advice has included the selection of business type, assistance in drafting and editing their business plans and offering material, reviewing proposed term sheets, and conducting due diligence. Forest is a member of the Florida, Tennessee, and Texas Bars; in addition. Forest has held a Series 7, General Securities Representative Exam, Series 24, General Securities Principal, and Series 63, Uniform Securities Agent State Law.

I am a Texas Board Certified specialist in Labor and Employment Law (since 2002) with nearly three decades of experience across private practice, Big Law, in-house counsel, and national civil rights litigation. I currently own and manage Jump Start Legal Justice Center, where I lead nationwide litigation for nonprofit domestic entities, defending free speech and constitutional rights, litigating Title VI and Title VII claims for professors, and representing individuals in No Fly list and watchlist challenges. For nearly a decade, I served as Civil Litigation Department Head at the Constitutional Law Center for Muslims in America (now MLFA), managing a nationwide team of up to 12 attorneys, paralegals, and interns. My docket included religious freedom and religious discrimination cases for Muslim, Jewish, and Native American clients; birthright citizenship challenges; and inmate rights litigation for meal and prayer accommodations. My employment law background includes senior roles at Littler Mendelson, Jackson Walker, Akin Gump, and Jackson Lewis, as well as serving as the Texas state expert for Thomson Reuters Practical Law. I have counseled corporations on wage/hour compliance, non-compete agreements, FMLA, discrimination, retaliation, and workplace investigations. I have first-chaired federal court jury trials and handled appeals across the Second, Third, Fourth, Fifth, Sixth, Ninth, Tenth, Eleventh, and D.C. Circuits. I also hold a Mediation Certification from the University of Houston and have served as an Associate Hearing Officer for the City of Dallas. I am a multiple-year Texas Super Lawyer (through 2026), Fellow of the Texas Bar College, and Fellow of the American Bar Association. I draft and review employment agreements, severance agreements, non-compete agreements, employee handbooks, independent contractor agreements, and settlement agreements. I also advise on nonprofit compliance, religious accommodations, and constitutional claims. Bar admissions: Texas (1996), U.S. Supreme Court, multiple Circuit Courts of Appeal, and federal district courts in Texas, Arkansas, Colorado, and Illinois (General Bar and Trial Bar).

Josh Bernstein has been serving real estate and corporate transactional clients since 2002. His experience is varied, and he enjoys working on and puzzling out novel and complex corporate and real estate matters. Josh’s experience includes, among other things, the following: representation of public companies in connection with SEC reporting and compliance work (proxies, 10-K’s; 10-Q’s; 8-K’s, etc.); representation of public and private company securities issuances (including private placements, and other similar offerings); assistance in structuring and drafting joint ventures, both for investors and operating partners, and including both real estate and corporate ventures; handling public and private company mergers and acquisitions; and asset sales and dispositions; assisting clients, big and small, with real estate acquisitions, sales and financings; managing large-scale and multi-state real estate portfolio acquisitions, dispositions and financings; complex condominium creation, structuring and governance work, including: commercial condominiums, use of condominiums as a land planning tool, wholesale condominium property acquisitions and dispositions, and rehabilitating failed or faulty condominium legal structures to make ready for sale; development of restrictive covenants and owners’ association documents for master-planned communities; compliance with federal statutes governing real estate sale and development (including, without limitation, the Interstate Land Sales Full Disclosure Act, the Housing for Older Persons Act, and the Americans with Disabilities Act); representation of real estate lenders, for both improved and unimproved property, and including numerous construction financings secured by real estate; assistance with commercial leasing; from both the landlord and tenant side, and including condominium leasing; training residential home and condominium sales staff for compliance with applicable local and federal law; and workouts of all kinds. When he’s not busy lawyering, Josh may be found watching 80’s commercials, flying a single-engine plane, playing poker, or trying to be a good dad.

I am a solo practitioner with a practice mostly consisting of serving as counsel to start-ups and small business owners and investors. With a practical business background, I aim to bring practical, business minded solutions to my client's legal problems and pride myself on efficient yet effective work.

I began my career at "big law" firms, worked in-house for 14 years, and now have my own practice, providing big law quality at small firm rates. My practice focuses on strategic and commercial transactions, including M&A, preferred stock and common stock offerings, asset purchases and sales, joint ventures and strategic partnerships, stock option plans, master services agreements and SOWs, software development and license agreements, SaaS agreements, NDAs, employment and consulting agreements. I also manage corporate governance, advise boards and executives, and act as outside general counsel. I represent clients across the country and around the world.

I am semi-retired, and I have over 30 years of legal practice. I can assist you with business formation, business acquisition, contract creation, contract review, and modification, estate plan, will, trust, probate, and general legal advice concerning many areas of law.

Family and Probate attorney with over 15 years experience.

I am a seasoned real estate attorney with over 20 years of experience advising clients across all facets of real estate development, leasing, and construction. Known for a practical and solution-oriented approach, I have guided developers, property owners, and investors through complex transactions, contract negotiations, and regulatory challenges with efficiency and clarity. I also worked in house for the largest developer for Target retail centers in North Texas.

Since starting as a Wall Street lawyer in 2004, I have led and closed 100's of transactions ranging from small business acquisitions to multi-billion-dollar domestic and international deals as well as private capital raises large and small. With over 20 years of experience in corporate, M&A, and securities law, I provide strategic legal counsel tailored to high-stakes business initiatives as well as critical advice to startups and companies raising capital. 🔴CORE PRACTICE AREAS: Capital Raising: Structuring and preparing Private Placement Memorandums (PPMs), SAFE Notes, Convertible Notes, Promissory Notes, Bridge Notes, Warrants, Reg A, Reg CF, Reg D, and Reg S offerings. Business Transactions: Representing buyers and sellers in domestic and cross-border M&A. Startups and Growth-Stage Businesses: Formation, structuring, scaling, and preparing businesses for investment or acquisition. Exit Planning: Legal strategy and execution for business sales and investor exits. Strategic Advisory: Advising boards of directors, C-suite executives and founders on overall business strategy and business acquisition/disposition matters. 🔴LEGAL EXPERTISE: Structuring and negotiating complex M&A and capital markets transactions. Drafting core transactional documents: purchase agreements, subscription agreements, operating/shareholder agreements, and corporate governance materials. Advising on securities compliance, including Reg A, Reg D, and Reg S offerings, Blue Sky compliance, and SEC filings. Fund formation and structured finance: extensive experience with CDOs, CMBS/RMBS, and Investment Company Act issues. Partnering with senior management and boards to align legal strategies with business objectives. Collaborating with international counsel and multidisciplinary teams on multijurisdictional deals. 🔴TRACK RECORD: Former Senior Associate Attorney at international Corporate M&A powerhouse Clifford Chance and top Corporate & Structured Finance law firm Thacher Proffitt & Wood both in Manhattan (New York City), where I represented investment banks, public and private companies, private equity sponsors, startups and hedge funds on strategic transactions. Closed and supported multi-billion-dollar deals across industries and jurisdictions. Delivered practical legal solutions to drive successful outcomes for clients ranging from startups to global financial institutions. I am licensed to practice law in New York and Texas. Corporate & Securities Attorney | Strategic Deal Advisor | M&A and Capital Raising Specialist

I’m a Texas-based attorney with extensive experience in business law, real estate transactions, estate planning, probate, and immigration. I focus on providing clear, efficient, and client-focused legal solutions. Whether you're looking to draft, review, or negotiate contracts, I bring a practical mindset and attention to detail to protect your interests and help you move forward with confidence.