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Areas
of Practice
Estate Planning,
Taxation,
Business
Transactions
Education
LL.M.,
University of Miami, 1978
J.D., West Virginia University College of
Law, 1975
B.S.,
Concord College, 1972
Representative
Experience
Estate
planning for individuals and owners of closely held businesses
Tax
planning for individuals and closely held businesses
Estate
administration including ancillary administration
Representation
of clients under audits before the Internal Revenue Services, State Tax
Departments and Municipal Tax Departments
Requesting
and successfully obtaining private letter rulings
Organization
of charitable organizations and obtaining favorable tax exempt
determination letters
Charitable
giving advice
Planning
corporate reorganizations
Will
contests
Professional/Community
Activities
North Carolina Dispute Resolution Commission Certified Superior Court Mediator
Adjunct
Professor of Law in Estate Planning, West Virginia University College of
Law
Fellow
of The American College of Trust and Estate Counsel
Board Certified Specialist in Estate
Planning and Probate Law
Chairperson
of the Probate Committee of the West Virginia State Bar
Co-Author,
The Dollars and Sense of Estate Planning
Past
President and Secretary of the Clarksburg Development Corporation
Co-founder,
past President and Secretary of Health Access, Inc.
Notable Accomplishments
Recognized in The Best Lawyers in America® (Trust & Estates), 2007 -
2008
Jurisdictions Licensed
West Virginia, North Carolina
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