Areas of Practice
Estate Planning, Estate Tax Planning,
Charitable Gifting, Fiduciary Representation, Business Succession Planning,
Corporate Recapitalizations, Income Tax Planning, Trusts and Estates,
Administration of Trusts and Estates, Estate and Trust Litigation
Education
J.D., Duke University, 1963
B.A., Duke University, 1961
Representative Experience
Prepared all types of estate plans and
implemented successful gifting programs
Assisted trust departments in the operation
of their business
Preparation and qualification of common trust
funds for use by trust customers
Teach classes for incoming trust officers
relating to tax and estate planning
Defend corporate fiduciaries in surcharge
actions and in declaratory judgment actions
Represented banks as fiduciary of estates and
trusts
Notable Accomplishments
Ranked among Law & Politics magazine's
North Carolina “Super Lawyers,” 2006 - 2008, and also in “Top 100 Super
Lawyers” (estate planning/trusts), 2006
Recognized in The Best Lawyers in America®
(trusts and estates), 2001 - 2006
Recognized in Business North Carolina Magazine's
"Legal Elite"
(taxes and estate planning), 2003 - 2008
Fellow, American College of Trust and Estate
Counsel
