Healthcare Professionals and Practices - Industry Team
Recent Matters
Assisted physician in establishing life insurance trust to protect assets from claims of creditors and to prevent includibility of life insurance in physician’s estate for estate tax purposes.
Assisted in the formation of limited partnerships designed to preserve (a) capital gains treatment upon sale of subdivided real estate, (b) avoid creditor’s claims against real estate contributed to the partnership and, (c) permit gifting of partnership interests to family members without causing a loss of control of the partnership operations.
Resolution of estate dispute involving multi-million dollar family business interest and split- up of same.
Awards/Honors Recognized in the following publications: Best Lawyers in America (2007-2011); North Carolina Super Lawyers (2006-2010); Business North Carolina Legal Elite (2007)
Community Involvement Board of Directors, Piedmont Blues Preservation Society; Board of Directors, Crescent Rotary and Crescent Rotary Foundation
Education
Wake Forest University School of Law, 1984
University of North Carolina at Chapel Hill, B.A., Business Administration, 1978
Memberships Greensboro, North Carolina, and American Bar Association; North Carolina Association of Certified Public Accountants; American Association of Certified Public Accountants; Editorial Board, Wake Forest Law Review; Moot Court Board