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Rusty is an associate in the tax and estates section of the business law department. He focuses his practice on estate and tax planning, family and closely held business succession planning, charitable planning, and fiduciary administration.
Publications, Presentations and Awards
"Overview of (Some) Charitable Provisions in The Pension Protection Act of 2006 (H. R. 4)," presentation to Charlotte Estate Planners, March 2007
"What Every Business Lawyer Should Know About Estate Planning," CLE Presentation, October 2006
"H.R. 4: The Pension Protection Act of 2006: The Rental Car Agreement of Charitable Reform," The Will & The Way, publication of NCBA's Estate Planning and Fiduciary Law Section, December 2006
"Income and Estate Tax Planning with Conservation Agreements," North Carolina Bar Association CLE, Speaker, Where the Grass is Greener: This Side, That Side and the Other Side of Conservation Agreements in the Carolinas Seminar, August 2005
"Kennedy Covington Charitable Giving Seminar," South Carolina Planned Giving Council, February 2004
"Drafting to Influence Behavior," Mecklenburg County Bar CLE, Speaker, 2002
"Charitable Giving Techniques," North Carolina Bar Association CLE, Speaker, Intermediate Transfer Tax and Marital Deduction Planning Seminar, 2001
"What We should Have Learned in Church and Other Valuation Cases," Business Entities, March/April 2000 (co-authored with David T. Lewis)
"Home Ownership" chapter, Personal Tax and Financial Strategies 1998-1999 and 1999-2000, Arthur Andersen Private Client Services, 1998 and 1999
Professional, Civic and Community Involvement
Professional: Mecklenburg County Bar, Estate Planning and Probate Law Section, Chair, 2003-2005; Continuing Legal Education Committee, Member, 2003-2005; Unauthorized Practice of Law Committee, Member, 1997-1999
North Carolina Bar Association, Estate Planning and Fiduciary Law Section Council, Member; Estate Section Continuing Legal Education Committee, Chair, 2004-2005; CLE Course Planner for Transfer Taxation, Estate Audits & Estate Administration (February 2007); CLE Course Planner for The Marital Deduction: Planning, Funding & Distributing (February 2007); CLE Course Planner for Estate Planning & Probate Law Survey Course (Fall 2001), Advanced Estate Planning (Spring 2004), Section Annual Meeting (July 2005), and Where the Grass is Greener: This Side, That Side and the Other Side of Conservation Agreements in the Carolinas (August 2005); Business Law Curriculum Committee, Member
Charlotte Estate Planning Council, Member
Queens University Estate Planners Day Steering Committee, Member
Community and Civic: Catawba Lands Conservancy, Union County Advisory Committee
First Baptist Church of Indian Trail, Pre-school Sunday School Teacher
Metrolina Christian Academy, Board of Directors. |
