• Estate and income tax planning for individuals and business entities, including advice on minimizing potential estate or income tax liabilities
• Preparation of all components of estate plans, including wills, revocable trusts, credit shelter trusts, generation skipping transfer tax trusts, durable financial powers of attorney, health care powers of attorney, declarations of a desire for a natural death, and intervivos trusts
• Charitable planning and gifting, including use of outright gifts to charity, charitable remainder trusts, and charitable lead trusts
• Estate and income tax planning for retirement benefits

• Life insurance planning, including use of irrevocable life insurance trusts and split dollar agreements
• Estate planning for qualified and non-qualified stock options
• Pre-marital and post-marital agreements
• Estate planning for disabled persons, including supplemental needs discretionary trusts
• Lifetime gift planning to reduce potential estate taxes, including use of family limited partnerships, limited liability companies and irrevocable trusts
• Preparation of federal gift tax returns
• All aspects of estate and trust administration and settlement, including preparation of estate tax returns, probate court inventories and accountings
• Practice before Clerk in estate and trust controversies, including spousal elective share matters and beneficiary disputes
• Tax planning and advice to closely held business owners, including S corporations, partnerships, and limited liability companies
• Formation of business entities for closely held businesses, service professionals, and real estate ventures
• On-going advice and counsel to closely held business owners, including preparation and review of business contracts and agreements, shareholder agreements, and employment agreements
• Representation of closely held business owners, dentists, and physicians in the purchase or sale of their business or practice
• Representation of clients in residential and commercial real estate transactions, including the acquisition or sale of residential and commercial real estate, tax free exchanges, and the negotiation and preparation of leases and other real property contracts and agreements

Speaking Engagements
Presenter, “Annuities and Life Insurance: Federal Estate, Gift, and Income Tax Issues,” North Carolina Bar Foundation continuing legal education seminar, November 2007

Presenter, “Drafting and Planning for the New Elective Share Statute,” North Carolina Bar Association Estate Planning and Fiduciary Law Section Annual Meeting, July 2002

Presenter, “Fiduciary Income Taxation of Trusts and Estates,” North Carolina Bar Foundation continuing legal education program, September 2001

Presenter, “Fiduciary Income Tax Made Easy - What Every Probate and Trusts Lawyer Needs to Know,” North Carolina Bar Foundation continuing legal education program, March 2001