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Tom Norris

Of Counsel
t: 919.783.2894 f: 919.783.1075

Tom Norris practices in the areas of taxation, estate planning and corporate law.

Biography

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.

Areas of Focus

+Tax Planning

  • 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
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Credentials

+Education

University of North Carolina, JD, 1960, cum laude

University of North Carolina, BS, 1955

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+Notable Accomplishments

Ranked among Super Lawyers magazine’s North Carolina “Super Lawyers,” (Estate Planning and Trusts) 2006 – 2014

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+Professional & Community Activities

Fellow, American College of Trust and Estate Counsel

Fellow, American College of Tax Counsel
Member, North Carolina Legislative Tax Study commission, 1977 – 1979

North Carolina Bar Association, Council Member, Tax Section, 1987 – 1989; Chairman, Committee on Taxation, 1970 – 1974; Chairman, Retirement Plan Committee, 1974 – 1979; Member, Board of Governors, 1976 – 1979

Past President and Member of Board of Directors, Wake County Estate Planning Council

Board of Directors, North Carolina Symphony Foundation

Member, Tryon Palace Commission

Member of the Board of Directors of Lawyers Mutual Liability Insurance Company of North Carolina, 1977 – 1994

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