American College of Trust and Estate Counsel, 1986— present, South Carolina State Chair, 2001-2006; Best Lawyers in America, Trusts and Estates, 1987-present; Business North Carolina Magazine, 2005- 2006 Legal Elite; Top 100 North Carolina SuperLawyers, 2006. Co-Author: with S. Alan Medlin, "The SC Trust Code," SC Bar Publishers, 2006. Speaker: The SC Trust Code, SC Bar Seminar, June 2005; "The New SC Trust Code," SC Probate Bench Bar, 2005; "The Use of Revocable Trusts Under the New NC Trust Code," NC Bar Association Seminar, 2005; "The Section 643 Regulations," and "The NC Trust Code," NC Bar Association Seminar, July 2005; "Hot Topics: The New NC Principal and Income Act," NC Bar Association Seminar, September 2004; "Charitable Giving Techniques," SC Association of Planned Giving Administrators, February 2004; "Mapping the Plan," Estate Planning in SC, Vol. II, Chapter 3 (ed. Albert C. Todd III; SC Bar 2002); "Total Return Meets the Power to Adjust," SC Bar Association Seminar, August 2002; "Advanced Post-Mortem Estate Planning," NC Bar Association, Estate Planning Section Annual Meeting, July 2001; "The New Prudent Investor Act," SC Lawyer, Fall 2003; "Transfer of Real Estate at Death-Do Probate Code Changes Resolve the Issue?" SC Lawyer, January 2001. Certified Circuit Court Mediator. Member: Duke Estate Planning Council, Charlotte Estate Planning Council; Charlotte Estate Planning Luncheon Group. Board Member, Secretary, 1998—, York County Community Foundation; Board Chair, Piedmont Medical Center, Rock Hill, SC, 1996; Board Chair, Rock Hill Economic Development Corporation, 1998-2000; Board Member, Secretary, 1988—, S.C. United Methodist Foundation.
(Board Certified Specialist in Estate Planning and Probate Law, North Carolina State Board of Legal Specialization)