|
Practice(s): Estate Administration/Probate, Estate Planning, Wills & Trusts, Guardianship, Taxation-Estate & Gift, Taxation-Federal, Taxation-Individuals, Taxation-State
Online Articles: Should I Just Say No? - 1/1/2006, Should I Or My Executor Write The Check? - 8/1/2004
Born: North Palm Beach, Florida, 1963.
Admitted to bar: 1988 North Carolina.
Education: Western Carolina University (B.S., summa cum laude, 1984); Phi Kappa Phi; Wake Forest University (J.D., magna cum laude, 1988); Articles Editor, Wake Forest Law Review (1987-88).
Member: Certified Public Accountant, State of North Carolina (1990- ); Forsyth County and North Carolina (Estate Planning and Fiduciary Law Section) Bar Associations; Winston-Salem Estate Planning Council (Secretary, 1998-99; Board Member, 2004-2006); Wake Forest University Planned Giving Advisory Council(1997-1999; 2004-2006; 2007-); The Hospice Foundation of Winston-Salem/Forsyth County, Inc. (Board Member, 2004-); Tax Accountant, Ernst & Young (1988-89); Listed, Business North Carolina's Legal Elite, 2002, 2006; Recognized as one of "The Best Lawyers In America" (2006- ) in the area of Trusts and Estates.
Author: "Should I ‘Just Say No’?" M.D. News (January, 2006); "Should I or My Executor Write the Check?" Winston-Salem Foundation Newsletter (Spring, 2004); "Are You Prepared to Transfer $3,000,000 to Your Children Without Paying Tax to the Treasury?" M.D. News (January, 2004); "Beware of Beneficiary Designations" Bizlife Magazine (November, 2002); "Plan to Die in 2009: Estate Planning Under 2001 Tax Relief Act," M.D. News (September, 2001); "Estate and Income Tax Planning for Qualified Plan Distributions," Wachovia Tax and Estate Planning Seminar (1998); frequent lecturer on estate planning topics.
Admitted to practice before the United States District Courts for the Middle and Western Districts of North Carolina. | 