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Overview
Fortune Magazine “Women Leaders in Law 2015”, Martindale Preeminent AV Rated Attorney 2015, Recipient of the “2015 Client Distinction Award” by Lawyers.com, “2015 Top Rated Trusts and Estates Lawyer” as featured in Corporate Counsel, Featured in The American Law Journal as “2015 Top Rated Trusts and Estates Lawyer”, “2015 Top Rated Trusts and Estates Lawyer” as featured in The American Lawyer, Martindale Preeminent AV Rated Attorney 2014, Super Lawyers Rising Star 2012, Super Lawyers Rising Star 201, Charlotte Business Journal's 40 Under 40 2009; Business Leader Magazine "Women Extraordinaire" 2009, Article and Notes Editor of the Year, Journal of Transnational Law and Policy; The Order of the Coif; Florida State Book Award; Buckley Book Award; Phi Delta Phi Honor Society; Interned for the Honorable Lewis Killian, Jr. of the United States Federal Bankruptcy Court of Northern District, Florida. Publications & Presentations: Co-Author: North Carolina Bar Association 2012 Estate Administration Manual; "Common Probate Problems and How to Solve Them," Charlotte, NC, December 2011; "Ethics in Probate Practice," Charlotte, NC, December 2011; "Responsible Management of Attorney's Fees and Client Trust Accounts," Charlotte, NC, December 2011; "Protecting Your Assets: How to Manage Risk in Your Business," Charlotte, NC, October 2011; "NC Guardianship Proceedings," Charlotte, NC, October 2011; "Basic Taxes," Charlotte, NC, September 2011; "Avoiding Beneficiary Designation Traps: Advanced Tactics," National Teleseminar, March 2011; "Asset Protection," Charlotte, NC, March 2011; "Closing the Estate," Charlotte, NC, February 2011; "Ethics in Probate Practice," Charlotte, NC, February 2011; "Summary of Tax Relief of 2010," Charlotte, NC, January 2011; "Taxation Challenges When Each Dollar Counts," Charlotte and Asheville, NC, December 2010; "Trust Administration and Termination Tips for Borderline Estates," Charlotte and Asheville, NC, December 2010; Co-Author: North Carolina Bar Association 2010 Estate Administration Manual; "Estate and Tax Planning for 2010 and Beyond," Charlotte, NC, September 2010; "Estate Planning for Business Owners," Hood Hargett Breakfast Club, March 2010; "Creating and Preserving Business and Personal Wealth," Regions Bank, October 2009; "Business Owner Estate Planning Before 2010," Greater Charlotte Biz, September 2009; "Estate Planning Update," Financial Planning Association, September 2009; "Now is the Time for Tax-Efficient Wealth Transfers," Greater Charlotte Biz, August 2009; "An Integrated Estate and Succession Plan is Critical for Business Owners," August 2009; "Probate and the Business Owner," Greater Charlotte Biz, July 2009; "Estate Planning for Business Owners," Vistage International, Inc., February 2009; "Estate Planning Traps," Prudential Workshop, July 2008; "Asset Protection for Business Owners," National Association of the Remodeling Industry, April 2008; "Estate Planning in Uncertain Times," Financial Planning Association, September 2007; "Key Issues in Estate Planning," Hinrichs Flanagan Financial, April 2007. Board Certified Specialist in Estate Planning and Probate Law; Certified Public Accountant (C.P.A.) licensed in North Carolina and Florida; Certified Management Accountant (C.M.A.); Certified Financial Manager (C.F.M.). (Board Certified Specialist in Estate Planning and Probate Law, North Carolina State Board of Legal Specialization)
Biography
Fortune Magazine “Women Leaders in Law 2015”, Martindale Preeminent AV Rated Attorney 2015, Recipient of the “2015 Client Distinction Award” by Lawyers.com, “2015 Top Rated Trusts and Estates Lawyer” as featured in Corporate Counsel, Featured in The American Law Journal as “2015 Top Rated Trusts and Estates Lawyer”, “2015 Top Rated Trusts and Estates Lawyer” as featured in The American Lawyer, Martindale Preeminent AV Rated Attorney 2014, Super Lawyers Rising Star 2012, Super Lawyers Rising Star 201, Charlotte Business Journal's 40 Under 40 2009; Business Leader Magazine "Women Extraordinaire" 2009, Article and Notes Editor of the Year, Journal of Transnational Law and Policy; The Order of the Coif; Florida State Book Award; Buckley Book Award; Phi Delta Phi Honor Society; Interned for the Honorable Lewis Killian, Jr. of the United States Federal Bankruptcy Court of Northern District, Florida. Publications & Presentations: Co-Author: North Carolina Bar Association 2012 Estate Administration Manual; "Common Probate Problems and How to Solve Them," Charlotte, NC, December 2011; "Ethics in Probate Practice," Charlotte, NC, December 2011; "Responsible Management of Attorney's Fees and Client Trust Accounts," Charlotte, NC, December 2011; "Protecting Your Assets: How to Manage Risk in Your Business," Charlotte, NC, October 2011; "NC Guardianship Proceedings," Charlotte, NC, October 2011; "Basic Taxes," Charlotte, NC, September 2011; "Avoiding Beneficiary Designation Traps: Advanced Tactics," National Teleseminar, March 2011; "Asset Protection," Charlotte, NC, March 2011; "Closing the Estate," Charlotte, NC, February 2011; "Ethics in Probate Practice," Charlotte, NC, February 2011; "Summary of Tax Relief of 2010," Charlotte, NC, January 2011; "Taxation Challenges When Each Dollar Counts," Charlotte and Asheville, NC, December 2010; "Trust Administration and Termination Tips for Borderline Estates," Charlotte and Asheville, NC, December 2010; Co-Author: North Carolina Bar Association 2010 Estate Administration Manual; "Estate and Tax Planning for 2010 and Beyond," Charlotte, NC, September 2010; "Estate Planning for Business Owners," Hood Hargett Breakfast Club, March 2010; "Creating and Preserving Business and Personal Wealth," Regions Bank, October 2009; "Business Owner Estate Planning Before 2010," Greater Charlotte Biz, September 2009; "Estate Planning Update," Financial Planning Association, September 2009; "Now is the Time for Tax-Efficient Wealth Transfers," Greater Charlotte Biz, August 2009; "An Integrated Estate and Succession Plan is Critical for Business Owners," August 2009; "Probate and the Business Owner," Greater Charlotte Biz, July 2009; "Estate Planning for Business Owners," Vistage International, Inc., February 2009; "Estate Planning Traps," Prudential Workshop, July 2008; "Asset Protection for Business Owners," National Association of the Remodeling Industry, April 2008; "Estate Planning in Uncertain Times," Financial Planning Association, September 2007; "Key Issues in Estate Planning," Hinrichs Flanagan Financial, April 2007. Board Certified Specialist in Estate Planning and Probate Law; Certified Public Accountant (C.P.A.) licensed in North Carolina and Florida; Certified Management Accountant (C.M.A.); Certified Financial Manager (C.F.M.). (Board Certified Specialist in Estate Planning and Probate Law, North Carolina State Board of Legal Specialization)
Education
- Credentials Position Member Admission Details 2004, North Carolina 2006, South Carolina Law School Attended Florida State University College of Law Class of 2004 J.D. Magna Cum Laude; Order of the Coif University Attended University of South Florida Class of 1999 B.S. Golden Key Honor Society University of South Florida Class of 2001 M.Ac. Associations & Memberships Charlotte Women's Bar Association (Secretary, 2008 Treasurer, 2009 Vice President, 2010 President, 2011 Board of Directors, 2007-2012) Mecklenburg County Bar Association North Carolina Bar Association South Carolina Bar NCBA Citizen-Lawyer Task Force North Carolina Association of Certified Public Accountants Tax Committee). Certifications North Carolina Board Certified Specialist in Estate Planning and Probate Law Bar Fellowship Mecklenburg County Bar Tax Section Chair Hobbies & Interests Carolina Foster Kids' Foundation, non-profit organization; Charlotte Christian Chamber of Commerce; Women's Initiative Network; Wills For Heroes North Carolina Bar Association, Mecklenburg Bar Association Mentor Program; Volunteer with Charlotte Mecklenburg Schools; Habitat for Humanity; Make a Wish Foundation of Western North Carolina.
Areas of Expertise
Awards & Recognitions
- AV Preeminent Peer Rated Attorneys Silver Client Champion Avvo Client’s Choice
Location and Chambers
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