Succession management for closely held businesses
Exit strategies for shareholders in closely held
businesses, including sales, redemptions and gifts
Planning for use of family limited partnerships,
limited liability companies and family holding companies
Charitable gifting, including use of charitable
remainder trusts, charitable lead trusts and private foundations
Life insurance trusts and split dollar agreements
IRS Audits of Gift Tax Returns
Preparation of all components of estate plans
including wills, pourover wills, revocable trusts, durable financial powers
of attorney, health care powers of attorney, declarations of a desire for a
natural death, intervivos trusts, trusts for minors and use of Section 529
plans
Estate planning for resident aliens
Estate planning for retirement benefits
Tax planning for closely held businesses including S
corporations and partnerships
Administration of decedent’s estates
Notable
Accomplishments
Fellow, American College of Trust and Estate Counsel
North Carolina Bar Association, Estate Planning and
Fiduciary Law Section, Council Member, Chairman CLE Committee, 2007 – 2008
Ranked among Law & Politics magazine's North Carolina
“Super Lawyers” (Estate Planning), 2007 – 2008
Wake County Estate Planning Council, President
(2004 – 2005) and Member, Board of Directors (2001 – 2005)
Triangle Chapter of International Association for
Financial Planning, Co-Founder and former Board Member
Capital Area Preservations, Inc., Former Member of
Board of Directors and Past Chairman
Carolina Ballet, Inc., Board Member and Secretary,
1999 – 2001
Publications/Presentations
Presenter, “Family Partnerships,” Lorman Seminar, July
2001
Program Planner, “Ethics for Estate Planning and the
Practitioners,” North Carolina Bar Association Estate Planning and Fiduciary
Law Section, December 2002
Presenter, “Charitable Giving: Options and Benefits
for Closely Held Businesses,” N.C. State University Seminar for certified
public accountants on business succession planning, October 2002
Presenter, “Estate Planning and Charitable Giving,”
Financial Planning Association of the Triangle Chapter, Annual Seminar,
October 2003
Presenter, “Exit Strategies for Owners of Closely Held
Businesses,” North Carolina Bar Association Estate Planning and Fiduciary
Law Section Seminar for Advanced Planning and Drafting, March 2004
Presenter, “Charitable Giving,” N.C. State University,
November 2004
Co-Presenter, “Succession Planning for Closely Held
Corporations,” CPA/Law Forum, February 2005
Presenter, “Estate Planning Update for Financial
Planners,” September 2005
Presenter, “Current Developments in Estate Planning,”
N.C. State University Lawyers’ Alumni Society, November 2005
Presenter, “Estate Planning for the
Multijurisdictional Client,” North Carolina Bar Association Estate Planning
and Fiduciary Law Section Annual Meeting, July 2006
Presenter, “Charitable Gifting of by Closely Held
Businesses,” North Carolina Bar Association Estate Planning and Fiduciary
Law Section Seminar, “Beyond the Basics: Practical Issues Related to
Charitable Giving and Non-Profit Organizations," November 2006
Course Planner, “Basic Will and Revocable Trust
Drafting,” North Carolina Bar Association Estate Planning and Fiduciary Law
Section Seminar, February 2008
