
Attorney and President at TrustCounsel
Raleigh-Durham, North Carolina Area

Attorney and President at TrustCounsel
Raleigh-Durham, North Carolina Area
I am a member of the North Carolina estate planning firm, TrustCounsel. The goal of the firm is to provide our clients with exceptional service in the areas of wealth planning, protection and management. At TrustCounsel we maintain active knowledge of the current laws and best practices through attendance of national educational conferences and membership in leading professional organizations. We have two offices in North Carolina, located in Chapel Hill and Pittsboro.
TrustCounsel offers services in many areas including Estate Planning, Probate, Taxation, Trust and Estate Administration, Asset Protection, Guardianship, Business Formation, Charitable Gift Planning, and Non-Profit Organization Law.
I have been practicing law for close to 22 years, with over 16 years experience in Wealth Planning, Protection and Management. I am also the only attorney in North Carolina who has a Master of Laws in Estate Planning degree and is both a Board Certified Specialist in Estate Planning and a Certified Financial Planner.™ I am licensed to practice law in North Carolina, Florida and Tennessee.
Over the years, I have published articles in several publications including Taxation for Accountants; Taxation for Lawyers; North Carolina Lawyers Weekly, The North Carolina Elder Section Newsletter, and the North Carolina Estate Planning Blog (http://www.ncestateplanningblog.com/).
I also believe strongly in giving back to the community and I volunteer my time with Habitat for Humanity for Orange County, the Chatham County Chamber of Commerce and the North Carolina Center for Non-Profits Pro Bono Panel.
Board Certified Specialist in Estate Planning and Probate Law. Certified Financial Planner.
(Legal Services industry)
March 1996 — Present (13 years 10 months)
Wealth planning, preservation and management law firm
(Financial Services industry)
January 2007 — November 2009 (2 years 11 months)
Provides Trust Protector services to trusts worldwide.
(Financial Services industry)
January 2007 — November 2009 (2 years 11 months)
Investment management for individuals and trusts.
(Legal Services industry)
January 1994 — March 1996 (2 years 3 months)
LL.M. , Estate Planning , 1992 — 1993
J.D. , 1984 — 1988
B.A. , Psychology , 1982 — 1984
traveling, long distance running, outdoors
American Bar Association, North Carolina Bar Association, The Florida Bar, National Academy of Elder Law Attorneys, WealthCounsel, LLC.
2008 Impact Financial Leader, Triangle Business Magazine. 2007 North Carolina Super Lawyer in Estate Planning and Probate Law. 2007 North Carolina Legal Elite in Tax and Estate Planning.