Jerry has been active in traditional bond financings for governmental entities such as school districts, cities, counties and special-purpose districts, advising them on general obligation, ad valorem tax-secured financings and special or limited obligation financings, such as utility system revenue-secured financings, conduit financings, financings for state agencies and financings for entities authorized to act on behalf of the State of Texas and its political subdivisions, including tax and revenue anticipation and general obligation and special-purpose facility revenue financings.
Barbara represents state and local governmental, for-profit and nonprofit corporations, and other market participants in the issuance of qualified 501(c)(3) private activity bonds for eligible residential rental projects for affordable and middle-income housing, as well as related infrastructure financing, including tax and revenue anticipation notes (TRANs). She serves as special tax counsel to one of the largest sports authorities in Texas, with the goal to promote local and community development, including maintenance and expansion of the city’s stadiums and parks.
She also has significant experience representing nonprofit organizations. Formerly an attorney with the Chief Counsel of the Internal Revenue Service, Barbara has represented clients before the IRS in a variety of matters involving tax-exempt bonds, including audits and private letter ruling requests. She has participated in all facets of the tax analysis associated with the issuance of governmental purpose bonds, certain tax credit bonds, qualified 501(c)(3) bonds, qualified residential rental bonds and qualified small issue bonds.
Barbara has served on the Steering Committee and has chaired the Working Capital panel and the Bond Direct Purchase - Advanced Tax Topics panel for the Bond Attorneys’ Workshop, the oldest and largest annual gathering of bond lawyers.
Trudie focuses her practice on project financing, joint ventures and project development in the renewable energy sector. Trudie represents clients in a wide variety of transactions, including debt and tax equity financing, joint ventures, project development matters, and project acquisitions and sales.
Bill’s experience in public finance includes representing issuers such as state agencies, local governments, public utilities, and public improvement districts on both general obligation and revenue financings, as well as representing the underwriters for various municipal bonds.
Prior to joining the firm, Bill served as in-house counsel at both the City of Austin and the Lower Colorado River Authority (Austin, Texas).
Ana's practice focuses on public finance, which includes representing local governments, school districts, and financial institutions that underwrite bonds. She represents her clients in a range of public finance matters, such as general obligation and revenue bonds and public improvement districts.
Michael regularly engages in his clients' most complex and sophisticated matters involving eight, nine and ten figure exposure. Whether it be securing billion-dollar summary judgments or obtaining full dismissals for energy companies in mass tort cases, Michael defines success as winning, and doing so in a manner that enhances and protects the reputation and prospects of his clients.
Michael understands how courts think and what they want. He managed a federal court civil docket for two years and drafted judicial opinions for the highest levels of the Texas judicial system. He regularly assists his clients navigate their most complicated legal obstacles, and does so with bottom-line clarity.
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