• Estate Planning
  • Estate and Trust Administration
  • Pre-Marital Agreements
  • Charitable Planning and Entities
  • General Corporate and Tax Law
  • Business Succession Planning

About the Firm


  • 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


  • 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


  • 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)