Tom practices in the areas of taxation, estate planning and corporate law. Tom has extensive experience representing clients in the development and preparation of documents relating to estate and tax planning as well as representing clients before the North Carolina Department of Revenue, the Internal Revenue Service and the Department of Labor.
Representative Experience
- Represented clients before the Internal Revenue Service and Department of Labor
- Succession management for closely held businesses
- Exit strategies for shareholders in closely held businesses, including sales, redemptions and gifts
- Charitable giving, including use of charitable remainder trusts, charitable lead trusts and private foundations
- Life insurance trusts
- Preparation of all components of estate plans including wills, pourover wills, revocable intervivos trusts, durable financial powers of attorney, health care powers of attorney, declarations of a desire for a natural death, irrevocable trusts, and trusts for minors
- Estate planning for retirement benefits
- Tax planning for closely held businesses including S corporations and partnerships
- Administration of decedents’ estates
read all representative experience