University of North Carolina, JD, 1988
Holderness Moot Court Bench
Phi Delta Phi
University of Florida, LLM in Taxation, 1990
University of North Carolina, BA, 1983
Member, North Carolina State Bar Specialty Committee for Estate Planning and Probate Law
Estate (and GST) Tax Return Damage Control
For My Family
Recent Changes To North Carolina’s Elective Share Statute – A Trap For The Unwary Estate Planner
Do You Need an Estate Plan?
Same Sex Marriages: Are You Filing Your Taxes Properly?
How Will the American Taxpayer Relief Act of 2012 Affect You
Using Powers of Appointment and Other Powers in Trusts to Add Flexibility and Reduce Transfer Taxes
The Advantages of a Revocable Trust
Congress Expands Application of "Kiddie Tax" for 2008
The Importance of Premarital Agreements for Clients Considering Marriage (or Remarriage)
Fellow, American College of Trust and Estate CounselBoard Certified Specialist, Estate Planning and Probate Law, N.C. State Bar Board of Legal SpecializationRanked among Law & Politics magazine's North Carolina “Super Lawyers” (Estate Planning), 2007
United States Supreme Court
United States Tax Court
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