Practice Areas- Probate Disputes
- Shareholder and Fiduciary Matters
- Estate Planning
- Estate Administration
- Business Law
- Business Succession Planning.
Representative Work- Representation of individual and corporate fiduciaries in the administration of trusts and estates, including issues arising from alleged breaches of fiduciary duties, allocations of principal and income, interpretations of will and trust language and caveats to wills.
- Estate planning and administration of estates
Education- University of North Carolina at Chapel Hill (B.A., 1962)
- University of North Carolina at Chapel Hill (J.D., 1967)
- Admitted to North Carolina Bar in 1967
Honors and Awards- Fellow of the American College of Trust and Estate Counsel
- Fellow of the American Bar Foundation
- Legal Elite, North Carolina Business Journal in Taxes, and Estate Planning (2002, 2003, 2004)
Professional Organization- American Bar Association
- North Carolina Bar Association
- Mecklenburg County Bar Association
- Past President, Mecklenburg County Bar
- Past President, Charlotte Estate Planning Council
Community Involvement- Board of Governors, University of North Carolina (July 1997 - present) Board of Advisors, Belmont Abbey College
- Trustee and Past Chairman, North Carolina State Bar IOLTA (1989-1996)
- Trustee and Past Chairman, Charlotte-Mecklenburg Community
- Foundation (1994-2004)
Personal- Born Raleigh, North Carolina, 1940.
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