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| Practice Areas | Trust Administration; Family Business Law; Elder Law; Estate Administration; Trusts and Estates; Estate Planning; Succession Planning; Taxation; Charitable Trusts and Foundations; Charitable Giving; Wills and Probate; Tax Exempt Organizations | | | Education | Wake Forest University, J.D., 1986, University of North Carolina, B.S., 1982; Babcock Graduate School of Management, M.B.A., 1986 | | | Admitted | 1986, North Carolina; 1992, Virginia and U.S. Tax Court | |
| Memberships | Norfolk/Portsmouth and North Carolina (Member, Sections on: Elder Law; Estate Planning and Fiduciary Law; Tax Law) Bar Associations; North Carolina State Bar; Virginia State Bar (Member, Board of Governors, Taxation Section, Past Chairman; Member, Trusts and Estates Section); Virginia Bar Association (Member, Elder Law, Estate Planning and Fiduciary Law and Tax Law). | | | Born | Elizabeth City, North Carolina, January 14, 1960 | | | Biography | Phi Delta Phi. Author and Faculty: National Business Institute, 1992-2007. Author and Speaker, Old Dominion University Annual Tax Conference. Virginia Society of CPAs. Past President, Hampton Roads Tax Forum. Vice-President, Hampton Roads Estate Planning Council. Senior Tax Consultant, Ernest & Young, 1986-1991. | | | ISLN | 901517874 | |
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