Practice Areas- Complex Trust and Estates
- Privately-Held Business Law
- Mergers and Acquisitions
- Corporate, Partnership, Individual Tax Planning
- Representation of Taxpayers Before the Internal Revenue Service and State Taxing Authorities
- Corporate Succession Planning
Representative Work- Represent numerous high net worth individuals and families with complex estate and gift tax planning strategies and transactions
- Lead counsel in representation of owners of a regional department store chain in $35 Million acquisition by a public company
- Assisted lead counsel in representation of owners in $280+ million sale of 60 unit regional convenience store chain and fuel distribution business to public company in sale/leaseback transaction with public REIT.- Represented numerous individuals involved in tax shelter activities before the Internal Revenue Service
- Represented numerous individuals involved in tax shelter activities before the Internal Revenue Service
- Secured private letter rulings from the Internal Revenue Service for numerous taxpayers
Education- University of North Carolina at Chapel Hill (B.S. Business Administration, 1977)
- University of North Carolina at Chapel Hill (M.B.A.-Business Administration, 1982)
- University of North Carolina at Chapel Hill (J.D. ? 1982)
- Admitted to the North Carolina Bar in 1983
Honors and Awards- Member of the Steering Committee of J. Nelson Young Tax Institute, UNC-CH School of Law
- Member of the Steering Committee on Deferred Giving, UNC Educational Foundation
Professional Organization- Member, American, North Carolina and Mecklenburg County Bar Associations
- Member, Board of Directors of J. Nelson Young Tax Institute at the University of North Carolina (current)
- Member of the Steering Committee on Deferred Giving, UNC Educational Foundation (2004-2006)
Publications & Presentations- Business Transition Planning, National Association of Hosiery Manufacturers.
- Instructor of Principles of Estate and Gift Taxation, Ernst & Young, L.L.P., Professional Development Curriculum, 1992-93.
- Succession Planning, Construction Financial Managers Association.
Community Involvement- Teacher, Sharon Presbyterian Church
- Member, Endowment Committee, Sharon Presbyterian Church
- Youth Coach, Park Sharon Athletic Association
- Youth Coach, Amateur Athletic Union
Personal- Born in Greenville, South Carolina in 1955
- Married, three children
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