Estate 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; 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.
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.