Services
- Estate Planning
- Estate and Trust Administration
- Pre-Marital Agreements
- Charitable Planning and Entities
- General Corporate and Tax Law
- Business Succession Planning
About the Firm
EDUCATION
- LL.M. in Taxation, New York University, 1980
- J.D., University of North Carolina School of Law, 1979
- B.A. in Urban Studies, Washington University, 1976
PROFESSIONAL, CIVIC AND COMMUNITY INVOLVEMENT
- North Carolina State Bar
- North Carolina Bar Association: Estate Planning and Fiduciary Law Section, Member; Past Section Board Member
- Mecklenburg County Bar Association
- Charlotte Estate Planning Lunch Group
- The Best Lawyers in America in Trusts and Estates, 1999-present
- Martindale-Hubbell AV® Preeminent 5.0/5.0 Peer Rating for Highest Level of Professional Excellence
- Original Co-Author of the North Carolina Estate Administration Manual published by the North Carolina Bar Association
- Foundation of the Charlotte Jewish Community: Board of Trustees 2012-2018, Executive Committee 1991-2004
- Charlotte Jewish Federation: Board of Directors, 1986-2000; Executive Board Member 1991-2000; Women's Division President 1989, 1998; Women's Division Campaign Chair, 1987-1988, 1998; Chair, General Campaign, 1990, 1999-2000; Endowment Fund Committee 2006-2007
- United Jewish Communities: Fundraiser and Solicitor, 1990-2000; Young Women's Leadership Cabinet, 1989-1994; Southeast Financial Relations Committee, Member 1992-1993; Fundraiser for Network of Independent Communities 2007, 2009; Frequent Speaker for Network of Independent Jewish Communities on Charitable Legacy Planning
- Foundation For The Carolinas, Professional Advisory Committee 2009-2013
PRIOR EMPLOYMENT
- Sole Practitioner, 2011-Present
- Of Counsel, Poyner Spruill, LLP, 2006-2011
- Partner, Hamilton, Stephens, Steele and Martin, PLLC, 2001-2006
- Associate (1981-1985), Partner (1985-2001), Kilpatrick Stockton, LLP (now Kilpatrick Townsend)