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  • Business Law, Tax Law
  • Bar of North Carolina, North Carolina
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Practice Areas
Business Law
Tax Law
Additional Practice Areas
  • Private Clients
  • Tax-Exempt Organizations/Nonprofit Institutions
Jurisdictions Admitted to Practice
Bar of North Carolina
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North Carolina
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Professional Experience
K&L Gates
Current
Education
Wake Forest University School of Law
J.D.
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University of Mississippi
B.A.
cum laude
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Professional Associations
Current
Activities: Mecklenburg County Bar, Estate Planning and Probate Law Section, Chair, 2003-2005; Continuing Legal Education Committee, Member, 2003-2005; Unauthorized Practice of Law Committee, Member, 1997-1999   
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Current
Activities: North Carolina Bar Association, Estate Planning and Fiduciary Law Section Council, Member; Estate Section Continuing Legal Education Committee, Chair, 2004-2005; CLE Course Planner for Transfer Taxation, Estate Audits & Estate Administration (February 2007); CLE Course Planner for The Marital Deduction: Planning, Funding & Distributing (February 2007); CLE Course Planner for Estate Planning & Probate Law Survey Course (Fall 2001), Advanced Estate Planning (Spring 2004), Section Annual Meeting (July 2005), and Where the Grass is Greener: This Side, That Side and the Other Side of Conservation Agreements in the Carolinas (August 2005); Business Law Curriculum Committee, Member   
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Current
Activities: Charlotte Estate Planning Council, Member   
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Current
Activities: Queens University Estate Planners Day Steering Committee, Member   
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Current
Activities: Catawba Lands Conservancy, Union County Advisory Committee   
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Current
Activities: First Baptist Church of Indian Trail, Pre-school Sunday School Teacher   
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Current
Activities: Metrolina Christian Academy, Board of Directors
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Websites & Blogs
Website
Website
Contact & Map
214 North Tryon Street
Charlotte, NC 28202
US
Telephone: (704) 331-7402
Fax: (704) 353-3102