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Areas of
Practice Estate Planning, Taxation,
Estate Administration
Education M.B.A., Campbell
University, 2004
J.D., cum laude, Campbell University, 2004
- Campbell Law Review, Notes and Comments
Editor
B.S., University of North Carolina, 2001
Representative Experience
Consult with clients on estate and tax
planning goals and identify the planning vehicles which best accomplish
these goals.
Draft and execute documents including wills,
trusts, powers of attorney, and living wills.
Counsel clients on the use of their estate
planning documents including proper trust administration, trust funding, use
of power of attorneys and keeping proper accountings for all fiduciary
activities.
Advise clients of the various gift tax
exclusions and developing a gifting plan when necessary.
Administer decedents’ estates from initial
application to final accounting.
Counsel clients on estate tax issues.
Manage asset transfers and accountings
associated with tracking and moving estate assets.
Administer guardianship estates from the
hearing to qualification, advising clients on the best type of guardianship
for their specific needs.
Consult with clients to discuss goals and
identify which entity and structure best suits their needs, including issues
of taxation and liability protection.
Professional/Community Activities
North Carolina Bar Association, Estate
Planning Section, Member
Moore County Bar Association, Member
First Health Foundation, Professional
Advisory Council, Member
Durham Orange Estate Planning Counsel, Member
Durham Jaycees, Vice President Membership
Development
Prior Legal Experience
Associate, Stubbs, Cole, Breedlove, Prentis &
Biggs, PLLC, Durham, NC, 2004 – 2007
Jurisdictions
Licensed
North Carolina
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