Planned estate for a North Carolina real estate developer with assets aggregating $50 million, including the establishment of multi-generational trusts.

Assisting in administration of estate with business assets in excess of $100 million in several states.

Administration of the estate of a deceased South Carolina resident with gross assets totaling $80 million, including establishing a blockage discount for estate tax purposes, negotiating a sale of some of the decedent's shares back to the issuing company for purposes of raising funds necessary to pay the estate tax, and negotiating the Family Settlement Agreement.

Engaged by Duke University to revise its charitable giving forms. Established private foundations and prepared charitable lead trusts as well as charitable remainder trusts.

Established family limited partnerships and limited liability companies for purposes of intergenerational wealth transfers in estate planning.

Assisted clients in planning and implementing open space easements on real estate for income and transfer tax savings.

Served as expert witness on approximately ten estate tax and trust cases.

PUBLICATIONS, PRESENTATIONS, AND AWARDS:

Best Lawyers in America, 1991-2006, Trusts and Estates.

Business North Carolina Magazine, 2005 Legal Elite..

American College of Trust and Estate Counsel, Fellow 1986-present; South Carolina State Chair 2001-2006.

"The South Carolina Trust Code", South Carolina Bar Seminar, June 2005.

"The Section 643 Regulations," and "The North Carolina Trust Code," North Carolina Bar Association Seminar, July 2005 .

Hot Topics: "The new North Carolina Principal and Income Act," North Carolina Bar Association Seminar, September 2004.

"Charitable Giving Techniques,"  South Carolina Association of Planned Giving Administrators, February 2004.

"Mapping the Plan," Estate Planning in South Carolina, Vol. II, Chapter 3 (ed. Albert C. Todd III; South Carolina Bar 2002).

"Advanced Post-Mortem Estate Planning" - North Carolina Bar Foundation, Estate Planning Section Annual Meeting, July 2001.

"The New Prudent Investor Act," South Carolina Lawyer, Fall 2003

"Transfer of Real Estate at Death - Do Probate Code Changes Resolve the Issue?,"South Carolina Lawyer, January 2001.

PROFESSIONAL, CIVIC, AND COMMUNITY INVOLVEMENT:

Professional: North Carolina Bar Association, Estate Planning and Fiduciary Law Section,  Council Member, Legislative Committee, and Uniform Trust and Code Committee (present).

Fellow, American College of Trust and Estate Counsel, South Carolina State Chair (2001-2006)

South Carolina Bar, Probate, Estate Planning and Trust Section, Chairman, 1981, 1991, 2005 Legislative Committee, Chair, 2001; Chair Uniform Trust Code Study Committee, 2003-2005

Charlotte Estate Planning Council, Member

Charlotte Estate Planning Luncheon Group, Member

Estate Planning and Probate Law Certified Specialist, North Carolina and South Carolina.

Civic/Community: York County Community Foundation, Board Member, Secretary, 1988-present. Board Chairman, Piedmont Medical Center, Rock Hill, S.C. (1996); Board Chairman, Rock Hill Economic Development Corporation ( 1998-2000 )

South Carolina United Methodist Foundation , Board Member, Secretary, 1986-present