Charlotte Wills, Trusts, Probate Law, Estate Planning; Guardianships, Elder Law, Special Needs Planning, Asset Protection; Business Succession Planning; Estate, Gift and Income Taxation; Estate Administration; Business Law
Mecklenburg County (Member, Tax Section) and North Carolina (Citizen-Lawyer Task Force) Bar Associations; South Carolina Bar (Member, Tax Section); Charlotte Women's Bar Association (Board Member; Secretary; Treasurer; Vice President; President, Past Chair); American Institute of Certified Public Accountants; North Carolina Association of Certified Public Accountants (Member, Taxation Committee); Institute of Management Accountants; Charlotte Christian Chamber; Women's Initiative Network, Make-A-Wish Foundation of Western and Central North Carolina; Carolina Foster Kids Foundation Director.
Order of the Coif; Phi Delta Phi Honor Society; Golden Key Honor Society. Recipient: Book Award, Torts, 2001; Book Award, Sales and Leases, 2003; Women's Law Symposium, 2001-2004. Charlotte Business Journal's 2009 "40 Under 40". Certified Public Accountant (C.P.A.). Certified Management Accountant (C.M.A.). Certified Financial Manager (C.F.M.) in Florida and North Carolina. Member: Journal of Transnational Law and Policy, 2001-2004. Article and Notes Editor of the Year, Journal of Transnational Law and Policy, 2003-2004; Charlotte Habitat for Humanity All Women's Builds; Mecklenburg Bar Association Mentor; "Wills For Heroes," North Carolina Bar Association. Co-Author: North Carolina Bar Association 2010 Estate Administration Manual. Published Articles: "Probate and the Business Owner," Greater Charlotte Biz, July 2009; "Now is the Time for Tax-Efficient Wealth Transfers," Greater Charlotte Biz, August 2009; "Business Owner Estate Planning Before 2010," Greater Charlotte Biz, September 2009. Founder, Carolina Foster Kids Foundation, a non-profit organization.
Serving clients in Charlotte, Ballantyne, Southpark, Concord, Lake Norman and throughout North Carolina and South Carolina including Mecklenbug County, Union County, Gaston County, Cabarrus County, Lincoln County, Iredell County, Rowan County, Anson County, York County, Lancaster County, Horry County, Georgetown County, Marion County, Brunswick County, Charleston County and more