• Estate Planning, Business Law, Tax Law
  • Arizona, Arizona, Arizona 1988, Florida, Florida 2005, North Carolina, North Carolina 1996, South Carolina, South Carolina 2004
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Practice Areas
  • Estate Planning
  • Business Law
  • Tax Law
Additional Practice Areas
  • Exempt Organizations
  • Probate Litigation
  • Tax Services
  • Trusts and Estates
  • Wealth Management
Jurisdictions Admitted to Practice
Arizona
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Arizona
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Arizona 1988
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Florida
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Florida 2005
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North Carolina
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North Carolina 1996
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South Carolina
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South Carolina 2004
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Professional Experience
Education
Creighton University School of Law
J.D
summa cum laude
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University of Nebraska
M.B.A.
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University of North Carolina at Chapel Hill
B.S.B.A.
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Professional Associations
Current
Activities: State Bar of Arizona
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Current
Activities: State Bar of North Carolina
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Current
Activities: The Florida Bar
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Current
Activities: South Carolina Bar
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Current
Activities: North Carolina Bar Association (Co-Chair, Estate Planning & Fiduciary Law Section Legislative Committee)
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Current
Activities: American Bar Association (Member, Tax Section and Real Property, Probate & Trust Law Section)
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Current
Activities: Mecklenburg County Bar Association
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Current
Activities: Charlotte Estate Planning Council
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Current
Activities: North Carolina Board Certified Specialist in Estate Planning and Probate Law
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Websites & Blogs
Website
Website
Contact & Map
525 North Tryon Street
Charlotte, North Carolina 28202
USA
Telephone: (704) 384-2610
Fax: (704) 384-2902