Katie D. Nash

Biography

Katie Nash is an associate in the Houston office of Cokinos | Young, where she is a member of the Corporate & Real Estate Transactions practice group.  Katie’s practice primarily focuses on corporate governance, private equity matters, mergers and acquisitions, and the ongoing general representation to clients regarding businesses of all types, where she advises on all aspects of the corporate life cycle from formation to growth, reorganization, restructuring, and finally to winding up.  Katie also represents clients in commercial and residential real estate transactions, debt and equity financing, employment issues, complex business contract negotiations and related transactional matters.

Education

  • St. Mary’s University School of Law – J.D., 2013
    – Editorial Board, Mary’s Law Journal, Volume 44
  • University of Texas at Austin – B.A. English, 2009

Representative Experience

  • Represented various clients in the formation of limited liability corporations, nonprofit corporations, and other corporate entities.
  • Represented various clients in asset and equity acquisitions and sales
  • Represented client as seller of company assets for $4.5 million
  • Represented client as purchaser in a joint venture buyout for $15 million
  • Represented various in preparation of financing documents
  • Prepared and revised proprietary forms for clients for the leasing and acquisition of real property
  • Represented both landlords and tenants in drafting and negotiation various lease spaces

Memberships & Affiliations

  • Houston Bar Association
  • Texas Young Lawyers Association
  • Texas Exes

Admissions

  • State Bar of Texas

Allegra S. Lezak (Melton)

Biography

Allegra Melton Lezak is an attorney in the Houston office of Cokinos | Young. Allegra received her J.D. from The University of Houston Law Center, where she served as Senior Articles Editor for the Houston Journal of International Law. While in law school, she also represented clients in the civil litigation clinic and was a competitive member of the mock trial team.

Allegra’s practice primarily focuses on construction law and commercial litigation. She has experience representing residential and commercial construction clients throughout the litigation and arbitration processes. Allegra’s experience covers a variety of areas including contract and payment disputes, delay disputes, mechanic’s and materialman’s liens, construction defect cases, premises and products liability, negligence, and other residential and commercial construction issues.

Education

  • University of Houston Law Center – J.D., 2018
  • Texas A&M University – B.S., cum laude, 2015

Recognitions & Distinctions

  • Best Lawyers – Ones to Watch 2023: Litigation – Construction

Publications

  • The Independent Injury Claim Against Subcontractors and the Law of Unintended Consequences, The State Bar of Texas Construction Law Journal (Winter 2020)

Memberships & Affiliations

  • Texas Aggie Bar Association
  • Texas Bar Association: Construction Law Section
  • Texas Bar Association: Women and the Law Section
  • Texas Bar Association: Litigation Section

Admissions

  • State Bar of Texas
  • United States District Court: Eastern & Southern District of Texas

Maria M. Bartlett

Biography

Maria has experience representing oil and gas trade creditors in complex Chapter 11 bankruptcy cases. Her experience includes assisting clients serving on the unsecured creditor committee. She also represented clients in an adversary proceeding whereby the questions certified to the Supreme Court of Oklahoma were affirmatively answered in her client’s favor.  She regularly performs real property research of oil and gas leases and ownership interests. She has also represented mortgage servicers in bankruptcy proceedings. Maria has experience reviewing tax implication of corporate restructuring.

Education

  • University of Houston Law Center – LL.M. Taxation, 2015
  • University of Mississippi School of Law – J.D., cum laude, 2013
  • University of Memphis, Memphis – BPS, magna cum laude, 2005

Memberships and Affiliations

  • Houston Association of Young Bankruptcy Lawyers
  • State Bar of Texas: Real Estate, Probate, and Trust, Bankruptcy and Tax Sections

Admissions

  • State Bar of Texas
  • State Bar of Tennessee
  • United States District Court: Northern, Eastern, Southern & Western Districts of Texas

Kathleen E. Barrett Madere

Biography

Kathleen Barrett Madere is an attorney in the Houston office of Cokinos | Young. Her practice is primarily focused on resolving complex construction and commercial disputes through litigation and arbitration. Kathleen has handled construction disputes involving multi-million dollar residences, pipelines and compressor stations, retail and warehousing facilities, bridges, and other commercial and industrial projects. Kathleen also has experience with employment matters. Kathleen was a significant contributor to the 2020 and 2021 Case Law Update, presented at the annual construction law conference in San Antonio, Texas. Kathleen also co-authored a paper for the HBA Construction Law Section entitled, Fraud, Construction, and the Texas Property Code.

Education

  • University of Texas School of Law – J.D., 2020
  • Texas State University – B.A. English, 2017

Representative Experience

  • Second-chair trial experience successfully defending against allegations of mechanical failures and breach of contract in a jury trial.
  • Successfully achieved summary judgment in a high-value pipeline dispute involving mineral lien rights.
  • Obtained favorable arbitration outcome for a subcontractor/supplier in a multi-million dollar construction dispute involving claims of breach of contract, non-payment, and delay.
  • Obtained favorable outcome in large-scale dispute involving flooding and alleged negligence of developers engaged in business along Texas waterways.
  • Obtained favorable settlement for a large company in a trade secret dispute in federal court.

Memberships & Affiliations

  • Texas Bar Association: Construction Law Section
  • Texas Bar Association: Women and the Law Section

Admissions

  • State Bar of Texas
  • State Bar of Oregon
  • United States District Court: Eastern & Southern Districts of Texas

Peter B. Wells IV

Biography

For the past fifteen years, Peter has developed a range of legal experience encompassing a wide array of commercial litigation matters in the energy, construction, and financial services industries where he has resolved disputes across the country before various courts and arbitration forums.  He has had the fortunate opportunity to work with some of the largest banks, insurers, and broker-dealers in the country as well as with smaller “mom and pop” businesses, and yet his approach to achieving the best result for his clients does not change.  Peter works closely with his clients to establish the most effective and cost-efficient strategy for every matter, and he is committed to working hard every day to ensure the client’s goals are achieved.

Education

  • South Texas College of Law – J.D., magna cum laude, 2005
  • University of Texas at Austin – B.A. Government, Minor – Business, 2002

Recognitions & Distinctions

  • Best Lawyer in America 2023: Personal Injury Litigation – Defendants
  • Selected for inclusion in Texas Rising Stars for Business Litigation (2015-2019)
  • Houston Association of Legal Professionals, 2010 Boss of the Year

Representative Experience

Construction

  • Obtained complete dismissal on behalf of heavy highway construction company in private nuisance action brought by adjacent landowner who alleged construction activities at borrow site caused increased flooding. Plaintiff non-suited all claims against client after all his experts were successfully struck from the case.
  • Represented chemical company relating to claims for loss of productivity and overhead against mechanical piping contractor on multi-million dollar styrene revamp project.
  • Represented commercial contractors in all facets of construction litigation including the recovery of mechanics and materialman’s liens, percentage completion, defects, delays, prompt payment violations, and trust fund violations.

Commercial

  • Won week long trial before The Honorable Lynn N. Hughes in the Southern District of Texas—Houston Division representing local stevedoring company relating to claims against major national chassis pool operator for breach of contract stemming from repair services stevedore provided to chassis pool operator.  Also defended against counterclaims for breach of contract and fraud.  Obtained judgment for 100% of claim as well as attorneys’ fees, costs, and interest.
  • Represented local exploration and production company on oil and gas lease termination cases.  Relevant issues included application of production in paying quantities, force majeure, continuous drilling, Pugh clauses, and interpretation of joint operating agreements.
  • Represented publicly traded oilfield services company in breach of contract case stemming from synthetic mat joint-venture.
  • Represented oilfield tool companies in disputes involving claims for unpaid freight charges, breach of warranty, and collection of receivables.
  • Provided risk assessment and pre-litigation analysis for major chemical manufacturer relating to various issues including (1) termination of terminalling services agreement; (2) common-carrier status of various pipeline owners; and (3) proposed contract language for incorporation into sales agreements for commingled product.
  • Represented mineral interest owner in suit brought by federal government seeking to foreclose on tax liens against co-tenant/delinquent taxpayer.
  • Represented global medical device manufacturer to recover receivables owed stemming from lease of breathalyzers.
  • Representing entrepreneur/buyer in various disputes under asset purchase agreement against seller of medical imaging company.
  • Represented guarantors of notes in actions by banks to recover on defaulted loans provided to oilfield storage tank manufacturer and seller.
  • Representing local third-party adjusting firm for various Lloyds syndicates against ERP software design firm in DTPA and breach of contract action.
  • Represented stevedoring company relating to claims by second largest container shipper in world for fraud and breach of contract.
  • Served as local counsel to oil and gas magazine publisher relating to claims for fraud and theft stemming from sale of multi-million dollar land rig.
  • Represented downtown Houston property owner named as defendant/subsequent transferee in Bankruptcy Court adversary proceeding for claims relating to fraudulent transfer of client’s property.
  • Represented individual commercial property owner relating to claims by foreign family member for trespass to try title, fraud, and constructive trust.
  • Participated as part of contract drafting and negotiation team for major chemical manufacturer relating to the sale and storage of chemicals for international customer.
  • Experience also includes comment and negotiation of master services agreement for commercial electrical contractor relating to work at chemical plant.

Financial

  • Represented New York investment bank in suit by subsequent trustee relating to claims for civil conspiracy and breach of fiduciary duty for sale of publicly traded royalty trust assets.
  • Represented brokers and broker dealers before the Financial Industry Regulatory Authority (“FINRA”) and its predecessor, the National Association of Securities Dealers (“NASD”), relating to customer disputes regarding claims for unsuitability, fraud, churning, unauthorized trading, breach of fiduciary duty, and breach of contract.  Experience includes risk assessment and drafting case evaluation letters for use in discussions with client and insurance carrier for settlement and settlement authority.
  • Represented various insurance brokers and independent registered representatives relating to claims stemming from the sale of various fixed and variable annuities, life insurance, disability, and long-term care products.
  • Successfully tried arbitration before FINRA relating to customer dispute involving rogue broker’s recommendation of speculative investment outside the scope of his employment with broker dealer.  All claims asserted against client dismissed with prejudice.
  • Successfully tried arbitration before FINRA relating to former broker’s employment agreement and promissory notes with local broker dealer.  After hearing arguments from both sides, panel awarded client full amount of unpaid principal, interest, and attorneys’ fees.
  • Defended broker dealer from claims brought by individuals and corporations for fraud stemming from sale of auction rate securities.
  • Hired by various broker dealers to enforce arbitration awards in state courts relating to employment agreements and promissory notes.
  • Represented tax preparation service relating to claims of improper accounting practices.

Insurance

  • Represented major national insurance company with regard to first party insurance property damage claims for mold, water, hurricane, and fire damage.  Experience includes drafting initial pre-suit reports, mediation reports, and status reports to client for case evaluation.
  • Won summary judgment on behalf of national insurance company dismissing extra-contractual claims stemming from uninsured motorist coverage.

Speaking Engagements & Presentations

  • Forecasting Challenges in Design-Build Construction in light of Texas SB 219 and Material Price Escalation, 2022 Design-Build Institute of America Southwest Regional Conference, Oklahoma City, Oklahoma, April 2022
  • The Biggest Issues Impacting Your Work in 2021 – 2022, 2021 Houston Contractors Association Management Conference, Key West, Florida, August 2021

Memberships & Affiliations

  • South Texas College of Law Alumni Association, Director
  • Board of Directors, Wilchester Men’s Club (a charitable non-profit 501(c)(3) focused on youth outreach, education, and neighbors in need in the areas of west Memorial and Spring Branch)

Admissions

  • State Bar of Texas
  • United States District Court: Eastern, Southern & Western Districts of Texas

Darrell W. Taylor

Biography

Darrell Taylor is a Principal in the Houston office of Cokinos | Young, where he is a member of the Corporate & Real Estate Transactions practice group.

After practicing for more than twenty-five years, Darrell has an extensive history of supervising and documenting a multitude of transactional matters for large public companies as well as smaller private ventures. His areas of expertise are:

  • Mergers, acquisitions, divestitures, investments
  • Debt and equity financings
  • Contract and commercial matters
  • Corporate governance and Board of Directors matters

Education

  • University of Texas School of Law – J.D., with honors
  • University of Texas at Austin – B.B.A Finance, with honors

Recognitions & Distinctions

  • Best Lawyers in America 2008 – 2023: Corporate Law & Real Estate Law

Major Accomplishments

Halliburton:  Acted as lead securities and financing lawyer for a series of related transactions for Halliburton, including debt and equity financings of over $3 billion to fund asbestos trusts for subsidiaries in Chapter 11 proceedings; followed by separation of KBR engineering, procurement and construction business and related subsidiaries; and KBR’s subsequent $2.4 billion initial public offering and tax-free split-off to shareholders.

Pennzoil:  Supervised the legal representation of Pennzoil Company in reinvestment of $3 billion litigation settlement, including $215 million acquisition of Co-Enerco, $440 million investment in Burlington Resources, and $2.1 billion investment in Chevron; followed by

  • $1.5 billion acquisition of oil and gas properties from Chevron
  • separation of Pennzoil upstream oil and gas business into PennzEnergy and subsequent $4.7 billion merger with Devon
  • going public transaction and $1.6 billion combination of Quaker State and Pennzoil downstream business to form Pennzoil-Quaker State and subsequent $1.8 billion divestiture to Shell Oil

Representative Experience

Served a lead M&A counsel for:

  • Lyondell Chemical in its $13 billion acquisition by Access Industries
  • Halliburton in its $2.4 billion IPO and split-off to its stockholders of its KBR subsidiary
  • Pennzoil Products in its $1.6 billion combination with Quaker State
  • PennzEnergy in its $4.7 billion merger with Devon
  • Pennzoil-Quaker State in its $1.8 billion acquisition by Shell Oil
  • BP in its sale of Altura oil and gas properties and assets to Occidental Petroleum for $1.8 billion
  • Pennzoil in its $2.1 billion investment in Chevron
  • Pennzoil in its $1.5 billion acquisition of oil and gas properties from Chevron
  • Pennzoil in its $440 million investment in Burlington Resources
  • Pennzoil in its $250 million acquisition of Facet Enterprises
  • Purolator Products in its $250 million acquisition by Mark IV Industries

Served as supervising debt and equity financing counsel for:

  • Halliburton – equity and debt issuances and debt exchanges in multiple offerings of over $4 billion
  • Pennzoil – equity and debt issuances and debt exchanges in multiple offerings of over $4 billion
  • Pennzoil-Quaker State – debt issuances in multiple offerings of over $1 billion
  • Equistar Chemical – debt issuances in multiple offerings of over $2 billion
  • Lyondell Chemical – debt issuances in multiple offerings of over $3 billion
  • LyondellBasell Industries – debt issuance of $2.7 billion
  • Millennium Chemical – debt exchanges of over $500 million

Served as a supervising compliance and SEC counsel for:

  • KBR
  • Halliburton
  • Hydril
  • Pennzoil
  • Pennzoil-Quaker State
  • PennzEnergy
  • Purolator Products
  • Lyondell Chemical
  • LyondellBasell Industries
  • Group 1 Automotive

Served as supervising counsel on IPOs and going public transactions for:

  • LyondellBasell Industries N.V.
  • KBR
  • Lehman Brothers as lead underwriter – W&T Offshore, Inc.
  • Lehman Brothers as lead underwriter – ATP Oil & Gas Corporation
  • Merrill Lynch as lead underwriter – Energy Partners, Ltd.
  • Hydril Company
  • Equistar Chemical
  • Pennzoil-Quaker State
  • Cornell Companies
  • Purolator Products

Elise O. Morneau

Biography

Elise Morneau is an attorney in the Houston office of Cokinos | Young. Elise’s practice is primarily focused on resolving complex commercial and industrial construction disputes through litigation and arbitration. Elise’s experience covers a variety of disputes involving construction defects, design issues, delay claims, product liability claims, breach of contract claims, payment controversy, differing site conditions, mechanic’s and materialman’s liens, insurance coverage, and indemnity obligations. In her construction litigation practice, Elise has counseled clients with respect to projects involving water treatment plants, schools, office buildings, healthcare facilities, high-rise condominiums, commercial/retail buildings, highways, hotels, federal government buildings, and master-planned developments, among other commercial, residential, and industrial projects.

Education

  • South Texas College of Law – J.D., 2015
  • Austin College – B.A. Political Science, 2012

Memberships & Affiliations

  • Houston Young Lawyer’s Association
  • Texas Bar Association: Construction Law Section
  • Houston Bar Association: Construction Law Section

Admissions

  • State Bar of Texas (2015)
  • United States District Court: Southern & Western Districts of Texas

Joseph D. Walker

Biography

Joseph Walker is an attorney in the Houston office of Cokinos | Young. His practice focuses primarily on construction law and commercial litigation. Joseph received his J.D. from South Texas College of Law Houston, where he served as Vice President for the Construction Law Society. While in law school, he also served as a judicial intern for the Honorable Delinda Gibbs-Walker of the 1-A District Court.

Education

  • South Texas College of Law Houston – J.D., 2019
  • Harding University – B.B.A. Accounting, 2016
  • Harding University – B.B.A., Business Management, 2016

Recognitions & Distinctions

  • CALI Award for Academic Excellence in Transactional Skills: Real Estate
  • Best Lawyers – Ones to Watch 2022 – 2023: Construction Law

Memberships & Affiliations

  • State Bar of Texas – Construction Law Section

Admissions

  • State Bar of Texas
  • United States District Court: Southern District of Texas

Alfredo E. Montelongo

Biography

Alfredo Montelongo is an attorney in the Houston office of Cokinos | Young. His practice focuses primarily on construction law and commercial litigation. Alfredo Montelongo received his J.D. from Stanford Law School, where he served on the Civil Rights Civil Liberties Journal and worked in the Immigrants’ Rights Clinic.

Education

  • Stanford Law School – J.D., 2015
  • Harvard University – B.A. English 2011

Recognitions & Distinctions

  • Best Lawyers – Ones to Watch 2023: Litigation – Construction

Representative Experience

  • Obtained a favorable defense verdict after a two-week bench trial for a mid-stream energy company over multiple competing claims for breach of contract (including contractor’s allegations of fraud and negligent misrepresentations) related to the construction of a 713-mile pipeline in Ohio.

Admissions

  • State Bar of Texas

Philip M. Kinkaid

Biography

Philip Kinkaid is Senior Counsel in the Houston office of Cokinos | Young, where he is a member of the Corporate & Real Estate Transactions practice group.

Philip has over 30 years of experience as a business, real estate and energy attorney.  He has represented clients in acquisitions and divestitures of a broad variety of assets and businesses. He has significant experience in the use of partnerships and limited liability companies, from the formation of start-up companies and the reorganization of family-owned businesses, to the structuring and negotiation of multinational joint ventures.

Philip’s real estate practice has primarily focused on acquisitions and divestitures of commercial and industrial real property, and on the development of real estate projects.

Philip has also represented numerous clients in the upstream and midstream sectors of the oil and gas industry, both with respect to transactional and contractual matters.  He has represented producers, institutional investors and other parties in the sale and acquisition of oil and gas properties, the structuring of sophisticated joint ventures for the development of such properties, and the negotiation of a wide variety of operational and commodity contracts.  He has also represented clients in the acquisition and divestiture of midstream energy facilities, including pipelines, processing plants and terminals, and the greenfield development of a major cross-border interstate natural gas pipeline.

After graduating from law school, Philip served as a judicial law clerk to Hon. Malcolm R. Wilkey of the U.S. Court of Appeals for the District of Columbia Circuit. After practicing for 17 years with Vinson & Elkins LLP in Houston, he served as an independent counsel to ExxonMobil’s real estate law group.  Philip was a partner in the corporate group of Burleson LLP, where he worked on a broad range of private M&A and energy transactions.  Most recently, he was Of Counsel to MillsHigbie LLP, where he assisted clients in the acquisition and development of commercial real estate.

Education

  • University of Virginia School of Law – J.D., 1984
    – Order of the Coif
    – Articles Development Editor, Virginia Law Review
  • Tulane University – B.A. History, summa cum laude,1981

Recognitions & Distinctions

  • AV rated by Martindale Hubbell Peer Review rating, the highest rating possible
  • Best Lawyer in America 2023: Real Estate Law

Representative Experience

Mergers & Acquisitions

  • Represented major commercial and residential waste collection business and its affiliates in a large scale divestiture in the sale of substantially all of its assets, including multiple properties throughout Central Texas.
  • Represented distributor of specialty industrial products in its equity acquisition of another such company, for $22 million, and in acquisitions of four smaller companies.
  • Represented private equity fund in its platform acquisition of the equity of a national specialty contractor for $32 million.
  • Represented light-industrial products and services company in its asset acquisition of a distributor of such products for $19 million.
  • Represented specialized services company in its equity sale to a non-U.S. buyer for $19 million.
  • Represented a provider of specialized retail services in its equity acquisition of a marketing company for $22 million.

Real Estate

  • Represented specialty engineering firm in sale-leaseback of headquarters complex and other facilities for $39 million.
  • Represented real estate developer in acquisition of land, and development of Target-anchored shopping center, in Fort Bend County, Texas, as well as other acquisitions of development sites and existing shopping centers.
  • Represented developer of major master-planned community in northwest Harris County, Texas with respect to various real estate matters, including anchor sale of parcel for school development.

Energy Transactions

  • Represented privately-held company in contribution of its Eagle Ford shale properties in central Texas to joint venture with major institutional investor; $300 million transaction closed within two weeks after letter of intent was signed.
  • Represented electric utility group in all transactional and contractual aspects of developing an upstream oil and gas business, both onshore (where it became one of the largest coalbed methane producers in the U.S.) and in the Gulf of Mexico; and represented such group in its subsequent divestitures of such business.
  • Represented major pipeline company in formation of consortium to develop a cross-border, interstate natural gas pipeline from offshore Nova Scotia to Boston area; and represented the consortium in various ongoing matters, including negotiations with competing project for joint development of shared pipeline.

Memberships & Affiliations

  • State Bar of Texas:  Business Law Section; Real Estate, Probate, & Trust Law Section
  • Houston Bar Association:  Mergers & Acquisitions Section; Real Estate Section
  • American Bar Association:  Business Law Section

Admissions

  • State Bar of Texas (1985)

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